Watchlist
13F Notebook
A curated 13F watchlist covering quality long-only managers, growth platforms, famous PMs, and China-focused funds, with position changes, cost basis, and quarter-by-quarter AI commentary.
Funds tracked
29
Avg history
43Q
Latest 13F
2026-03-31
China
China-focused managers or China-heavy filers.
| Fund | Total Value | Positions | Quarters | Latest Period |
|---|---|---|---|---|
| H&H International Investment (Duan Yongping) china, duan-yongping, concentrated, active | $20.00B | 19 | 30 | 2026-03-31 |
| Greenwoods Asset Management (Jinzhi) china, value, quality, active | $3.88B | 25 | 21 | 2026-03-31 |
| Himalaya Capital Management (Li Lu) china, li-lu, value, concentrated, active | $3.20B | 14 | 34 | 2026-03-31 |
| Headwater Capital (Paul Wu) china, value, concentrated, active, paul-wu | $622.0M | 15 | 6 | 2026-03-31 |
| HHLR Advisors / Hillhouse (Zhang Lei) china, growth, hillhouse, active | $1.67B | 38 | 30 | 2026-03-31 |
| NetEase china, corporate-treasury, active | $934.5M | 2 | 16 | 2026-03-31 |