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Matthews International Capital Management Llc Buys Atlassian Corporation PLC, Pinduoduo Inc, ...

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San Francisco, CA, based Investment company Matthews International Capital Management Llc (Current Portfolio) buys Atlassian Corporation PLC, Pinduoduo Inc, Full Truck Alliance Co, TDCX Inc, Lam Research Corp, sells Sea, Bilibili Inc, XPeng Inc, MINISO Group Holding, Taiwan Semiconductor Manufacturing Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Matthews International Capital Management Llc. As of 2021Q4, Matthews International Capital Management Llc owns 34 stocks with a total value of $943 million. These are the details of the buys and sells.

  • New Purchases: TEAM, TDCX, LRCX, IBN, PBR,

  • Added Positions: PDD, HTHT, YMM, HDB,

  • Reduced Positions: SE, BILI, TSM, LEGN, QFIN, SDGR, ABNB, BNR, BEKE, TPTX, AVGO, JD, BGNE, BABA, NTES, ACMR, MU, NICE, ASR, VALE, INFY, EDU,

  • Sold Out: XPEV, MNSO, ASML, FUTU, TERN, OZON, MELI, PAQC, NIU,


For the details of MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/matthews+international+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

  1. Yum China Holdings Inc (YUMC) - 3,076,201 shares, 16.27% of the total portfolio. Shares added by 0.14%

  2. Sea Ltd (SE) - 664,319 shares, 15.77% of the total portfolio. Shares reduced by 37.34%

  3. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 983,279 shares, 12.55% of the total portfolio. Shares reduced by 26.82%

  4. JD.com Inc (JD) - 951,100 shares, 7.07% of the total portfolio. Shares reduced by 6.05%

  5. BeiGene Ltd (BGNE) - 232,792 shares, 6.69% of the total portfolio. Shares reduced by 4.79%

New Purchase: Atlassian Corporation PLC (TEAM)

Matthews International Capital Management Llc initiated holding in Atlassian Corporation PLC. The purchase prices were between $343.33 and $458.13, with an estimated average price of $401.62. The stock is now traded at around $314.290000. The impact to a portfolio due to this purchase was 2.32%. The holding were 57,400 shares as of 2021-12-31.

New Purchase: TDCX Inc (TDCX)

Matthews International Capital Management Llc initiated holding in TDCX Inc. The purchase prices were between $15.38 and $28.68, with an estimated average price of $21.87. The stock is now traded at around $17.680000. The impact to a portfolio due to this purchase was 0.27%. The holding were 131,100 shares as of 2021-12-31.

New Purchase: Lam Research Corp (LRCX)

Matthews International Capital Management Llc initiated holding in Lam Research Corp. The purchase prices were between $544.41 and $726.75, with an estimated average price of $629.37. The stock is now traded at around $611.770000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,200 shares as of 2021-12-31.

New Purchase: ICICI Bank Ltd (IBN)

Matthews International Capital Management Llc initiated holding in ICICI Bank Ltd. The purchase prices were between $18.3 and $21.87, with an estimated average price of $19.77. The stock is now traded at around $21.890000. The impact to a portfolio due to this purchase was 0.06%. The holding were 29,500 shares as of 2021-12-31.

New Purchase: Petroleo Brasileiro SA Petrobras (PBR)

Matthews International Capital Management Llc initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $9.53 and $11.31, with an estimated average price of $10.56. The stock is now traded at around $13.530000. The impact to a portfolio due to this purchase was 0.05%. The holding were 46,500 shares as of 2021-12-31.

Added: Pinduoduo Inc (PDD)

Matthews International Capital Management Llc added to a holding in Pinduoduo Inc by 49.64%. The purchase prices were between $54.01 and $100.64, with an estimated average price of $78.43. The stock is now traded at around $57.790000. The impact to a portfolio due to this purchase was 1.81%. The holding were 883,500 shares as of 2021-12-31.

Added: Full Truck Alliance Co Ltd (YMM)

Matthews International Capital Management Llc added to a holding in Full Truck Alliance Co Ltd by 212.21%. The purchase prices were between $8.15 and $16.96, with an estimated average price of $13.12. The stock is now traded at around $8.440000. The impact to a portfolio due to this purchase was 0.32%. The holding were 534,500 shares as of 2021-12-31.

Sold Out: XPeng Inc (XPEV)

Matthews International Capital Management Llc sold out a holding in XPeng Inc. The sale prices were between $34.11 and $55, with an estimated average price of $45.39.

Sold Out: MINISO Group Holding Ltd (MNSO)

Matthews International Capital Management Llc sold out a holding in MINISO Group Holding Ltd. The sale prices were between $9.32 and $16.94, with an estimated average price of $13.82.

Sold Out: ASML Holding NV (ASML)

Matthews International Capital Management Llc sold out a holding in ASML Holding NV. The sale prices were between $712.94 and $879.12, with an estimated average price of $795.43.

Sold Out: Futu Holdings Ltd (FUTU)

Matthews International Capital Management Llc sold out a holding in Futu Holdings Ltd. The sale prices were between $37.34 and $87.64, with an estimated average price of $56.36.

Sold Out: Terns Pharmaceuticals Inc (TERN)

Matthews International Capital Management Llc sold out a holding in Terns Pharmaceuticals Inc. The sale prices were between $5.65 and $10.69, with an estimated average price of $8.25.

Sold Out: Ozon Holdings PLC (OZON)

Matthews International Capital Management Llc sold out a holding in Ozon Holdings PLC. The sale prices were between $29.61 and $49.35, with an estimated average price of $41.01.



Here is the complete portfolio of MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC. Also check out:

1. MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's Undervalued Stocks

2. MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's Top Growth Companies, and

3. MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's High Yield stocks

4. Stocks that MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC keeps buyingThis article first appeared on GuruFocus.