Newport Asia LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Newport Asia LLC reported 1 stock position worth $2.2 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 100.0% of the portfolio. Compared with Q3 2025, it added to 1. The biggest buy was Full Truck Alliance -SPN ADR (YMM, shares +56%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001607597
- Portfolio Value
- $2.2M (Q4 2025)
- SEC Filing
- 0001104659-26-010435 ↗ filed Feb 5, 2026
Holdings Value
Holdings 1 stocks · $2.2M
| YMM Full Truck Alliance -SPN ADR | 100.00% | 205,876 | $2.2M | Add +56.0% |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| YMM Full Truck Alliance -SPN ADR | Add +56.0% | 100.00% | 0.00 |