Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Zijin Mining Group Co., Ltd. - H Shares | 15,362,796 | net | 26 May 2026 | tx 2+15,362,796 |
| Li Ning Co. Ltd. | 15,356,085 | net | 26 May 2026 | tx 1+15,356,085 |
| ENN Energy Holdings Ltd. | 12,019,663 | net | 26 May 2026 | tx 1+12,019,663 |
| COSCO SHIPPING Energy Transportation Co., Ltd. - H Shares | 10,420,900 | net | 26 May 2026 | tx 1+10,420,900 |
| China Oilfield Services Ltd. - H Shares | 9,765,111 | net | 26 May 2026 | tx 1+9,765,111 |
| ZTE Corporation - H Shares | 9,744,730 | net | 26 May 2026 | tx 2+9,744,730 |
| China Longyuan Power Group Corporation Ltd. - H Shares | 6,071,000 | net | 26 May 2026 | tx 1+6,071,000 |
| Lenovo Group Ltd. | 5,627,143 | net | 26 May 2026 | tx 1+5,627,143 |
| Xiaomi Corporation - W | 3,186,200 | net | 26 May 2026 | tx 1+3,186,200 |
| Shandong Weigao Group Medical Polymer Co. Ltd. - H Shares | 2,640,000 | net | 26 May 2026 | tx 1+2,640,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | OTHER | Anhui Conch Cement Co. Ltd. - H Shares | 86,493 | — | |
| 27 May 2026 | OTHER | Anhui Expressway Co. Ltd. - H Shares | 74,000 | — | |
| 27 May 2026 | PURCHASE | Bilibili Inc. - W | 144,574 | — | |
| 27 May 2026 | PURCHASE | BYD Co. Ltd. - H Shares | 742,300 | — | |
| 27 May 2026 | PURCHASE | China Mengniu Dairy Co. Ltd. | 2,962,914 | — | |
| 27 May 2026 | OTHER | China Pacific Insurance (Group) Co., Ltd. - H Shares | 698,000 | — | |
| 27 May 2026 | PURCHASE | China Petroleum & Chemical Corporation - H Shares | 2,647,500 | — | |
| 27 May 2026 | PURCHASE | China Shenhua Energy Co. Ltd. - H Shares | 334,323 | — | |
| 27 May 2026 | OTHER | Chongqing Rural Commercial Bank Co., Ltd. - H Shares | 725,000 | — | |
| 27 May 2026 | OTHER | Goldwind Science & Technology Co., Ltd. - H Shares | 357,600 | — | |
| 27 May 2026 | PURCHASE | Great Wall Motor Co. Ltd. - H Shares | 21,246,380 | — | |
| 27 May 2026 | OTHER | Huaneng Power International, Inc. - H Shares | 5,276,000 | — | |
| 27 May 2026 | PURCHASE | Jiangsu Expressway Co. Ltd. - H Shares | 800,000 | — | |
| 27 May 2026 | PURCHASE | Jiangxi Copper Co. Ltd. - H Shares | 8,027,182 | — | |
| 27 May 2026 | PURCHASE | Kingdee International Software Group Co. Ltd. | 4,284,549 | — | |
| 27 May 2026 | PURCHASE | Kuaishou Technology - W | 4,241,353 | — | |
| 27 May 2026 | OTHER | Lenovo Group Ltd. | 16,268,000 | — | |
| 27 May 2026 | PURCHASE | Ping An Insurance (Group) Co. of China, Ltd. - H Shares | 2,210,500 | — | |
| 27 May 2026 | PURCHASE | Techtronic Industries Co. Ltd. | 173,760 | — | |
| 27 May 2026 | PURCHASE | TravelSky Technology Ltd. - H Shares | 6,354,281 | — | |
| 27 May 2026 | PURCHASE | Tsingtao Brewery Co. Ltd. - H Shares | 3,221,219 | — | |
| 27 May 2026 | OTHER | Weichai Power Co. Ltd. - H Shares | 1,673,000 | — | |
| 27 May 2026 | PURCHASE | WuXi AppTec Co., Ltd. - H Shares | 1,106,800 | — | |
| 27 May 2026 | OTHER | XPeng Inc. - W | 240,033 | — | |
| 27 May 2026 | PURCHASE | Zhuzhou CRRC Times Electric Co., Ltd. - H Shares | 2,044,602 | — |
1 purchase reported after at least 12 months of silence — most recent on 26 May 2026.