Institutional Manager · CIK 0001962373
Leading Securities Co Ltd
HONG KONG, K3 · File #028-24934
Latest AUM
$4.7M
Positions
4
Top-10 Concentration
100.0%
Filings
4
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ATOUR LIFESTYLE HLDGS LTD | 04965M106 | -71,480 | -$2.7M | +$632,937 |
| REDUCE | FINVOLUTION GROUP | 31810T101 | -106,132 | -$782,193 | -$382,349 |
| ADD | LUFAX HOLDING LTD | 54975P201 | +140,992 | +$572,427 | +$474,131 |
| EXITED | PDD HOLDINGS INC | 722304102 | -1,000 | -$104,660 | $0 |
| REDUCE | JOYY INC | 46591M109 | 0 | $0 | +$13,090 |
Filing History
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $4.7M
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $7.0M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $16.6M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $30.8M
Top 4 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LUFAX HOLDING LTD | 54975P201 | 514,323 | $2.1M | 44.08% |
| 2 | ATOUR LIFESTYLE HLDGS LTD | 04965M106 | 53,114 | $2.0M | 42.14% |
| 3 | FINVOLUTION GROUP | 31810T101 | 75,076 | $553,310 | 11.68% |
| 4 | JOYY INC | 46591M109 | 1,700 | $99,637 | 2.10% |