Leading Securities
HONG KONG, K3files as Leading Securities Co Ltd
$5m in 4 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 30.1% of the portfolio this quarter.
Value
$5m
Stocks
4
Top 10 share
100.0%
Turnover
30.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Lufax HoldingLU44.1% of the fund+38%
Cut
Sold some of their stake.
- Atour Lifestyle HldgsATAT42.1% of the fund-57%
- Finvolution GroupFINV11.7% of the fund-59%
Sold out
Sold their entire stake.
- PDD HoldingsPDD-100%
Holdings
- Lufax HoldingLU
- Share
- 44.1%
- Value
- $2m
- Shares
- 514,323
+38%
- Atour Lifestyle HldgsATAT
- Share
- 42.1%
- Value
- $2m
- Shares
- 53,114
-57%
- Finvolution GroupFINV
- Share
- 11.7%
- Value
- $553,310
- Shares
- 75,076
-59%
- JoyyJOYY
- Share
- 2.1%
- Value
- $99,637
- Shares
- 1,700
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Lufax HoldingLU | 44.1% | $2m | 514,323 | +38% |
| Atour Lifestyle HldgsATAT | 42.1% | $2m | 53,114 | -57% |
| Finvolution GroupFINV | 11.7% | $553,310 | 75,076 | -59% |
| JoyyJOYY | 2.1% | $99,637 | 1,700 | Held |
Over time and by industry
Value over time
Sep '25
Value is down 32.3% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.