Titelia

Holdings of Matthews Asia Growth Fund

Matthews International Funds · Original filing · Compare with another fund · Report an error

Net assets
209.2M $ including 188.4M $ in equities, 90.1 %
Positions
53 in 9 countries
Top ten
41.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Samsung Electronics Co Ltd 134,06915.8M $7.57 %
2Taiwan Semiconductor Manufacturing Co Ltd 266,00015.4M $7.36 %
3Samsung Electro-Mechanics Co Ltd 28,9408.4M $4.01 %
4Delta Electronics Inc 171,0007.7M $3.69 %
5Tencent Holdings Ltd 116,4007.3M $3.51 %
6SK hynix Inc 12,7087.3M $3.48 %
7Alibaba Group Holding Ltd 437,5006.9M $3.28 %
8Contemporary Amperex Technology Co Ltd 113,5006.7M $3.22 %
9Hanwha Aerospace Co Ltd 7,0006M $2.88 %
10Hitachi Ltd 172,8005.1M $2.42 %
11Mitsubishi Electric Corp 145,0004.7M $2.27 %
12NAURA Technology Group Co Ltd 64,9054.3M $2.05 %
13Unimicron Technology Corp 310,0004.3M $2.04 %
14Tokyo Electron Ltd 16,1004M $1.91 %
15Shin-Etsu Chemical Co Ltd 94,6003.9M $1.84 %
16Sony Group Corp 175,2003.7M $1.75 %
17Sieyuan Electric Co Ltd 113,6003.4M $1.61 %
18HD Hyundai Electric Co Ltd 5,5843.2M $1.53 %
19Yum China Holdings Inc 62,8413.1M $1.47 %
20Advanced Micro-Fabrication Equipment Inc China 67,4883.1M $1.46 %
21HD Hyundai Heavy Industries Co Ltd 8,9212.9M $1.38 %
22Panasonic Holdings Corp. 165,5002.8M $1.33 %
23Hon Precision Inc 24,0002.7M $1.27 %
24Rio Tinto Ltd 22,6672.6M $1.23 %
25Samsung C&T Corp 13,8772.5M $1.17 %
26Sungrow Power Supply Co Ltd 107,1002.4M $1.14 %
27eMemory Technology Inc 28,0002.4M $1.14 %
28Innovent Biologics Inc 209,5002.3M $1.10 %
29Taiwan Semiconductor Manufacturing Co Ltd 6,4142.2M $1.04 %
30Kawasaki Heavy Industries Ltd 114,0002.1M $1.03 %
31Mirae Asset Securities Co Ltd 50,0652.1M $1.02 %
32Sumitomo Electric Industries Ltd. 36,1002.1M $0.98 %
33Montage Technology Co Ltd 103,7002M $0.97 %
34Reliance Industries Ltd 141,5662M $0.97 %
35Fujitsu Ltd 98,9002M $0.97 %
36WuXi XDC Cayman Inc 265,5002M $0.96 %
37MINIMAX GROUP INC 16,9202M $0.96 %
38Kia Corp 19,8052M $0.94 %
39Accton Technology Corp 40,0002M $0.94 %
40Yantai Jereh Oilfield Services Group Co Ltd 137,8432M $0.94 %
41MediaTek Inc 39,0001.9M $0.89 %
42Jiangsu Hengli Hydraulic Co Ltd 131,8001.9M $0.89 %
43Hyundai Rotem Co Ltd 15,7921.8M $0.88 %
44Delhivery Ltd 400,8601.8M $0.85 %
45LandMark Optoelectronics Corp 33,0001.7M $0.83 %
46Bharti Airtel Ltd 90,1501.7M $0.82 %
47Win Semiconductors Corp 129,0001.4M $0.67 %
48ASPEED Technology Inc 4,0001.4M $0.66 %
49Kaori Heat Treatment Co Ltd 47,0001.3M $0.63 %
50BROWAVE CORP 49,0001.2M $0.57 %
51Wuxi NCE Power Co Ltd 213,1001.1M $0.55 %
52Hygon Information Technology Co Ltd 35,0861.1M $0.53 %
53Bajaj Finance Ltd 114,361978.6K $0.47 %

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Sector breakdown

  • Technology 32.4 %
  • Communication 6.7 %
  • Industrials 5.2 %
  • Consumer discretionary 3.6 %
  • Materials 2.0 %
  • Energy 1.1 %
  • Unattributed 48.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • KRW 27.6 %
  • TWD 23.0 %
  • JPY 16.1 %
  • CNY 13.8 %
  • HKD 12.0 %
  • INR 3.5 %
  • USD 2.8 %
  • AUD 1.4 %

The quoted currency of each line, as declared.

Country breakdown

  • South Korea 27.6 %
  • Taiwan 24.1 %
  • Japan 16.1 %
  • China 14.8 %
  • Hong Kong SAR China 9.8 %
  • India 3.5 %
  • United States 1.6 %
  • Australia 1.4 %
  • Cayman Islands 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1South Korea1052M $27.62 %
2Taiwan1345.4M $24.12 %
3Japan930.3M $16.09 %
4China1028M $14.84 %
5Hong Kong SAR China418.5M $9.83 %
6India46.5M $3.45 %
7United States13.1M $1.63 %
8Australia12.6M $1.37 %
9Cayman Islands12M $1.06 %
Cite this page

Titelia. "Holdings of Matthews Asia Growth Fund". https://titelia.com/en/funds/S000001035