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
30
Avg history
43Q
Latest 13F
2026-06-30
China
China-focused managers or China-heavy filers.
| Fund | Total Value | Positions | Quarters | Latest Period |
|---|---|---|---|---|
| HHLR Advisors / Hillhouse (Zhang Lei) china, growth, hillhouse, active | $832.1M | 35 | 31 | 2026-06-30 |
| Greenwoods Asset Management (Jinzhi) china, value, quality, active | $2.19B | 21 | 22 | 2026-06-30 |
| H&H International Investment (Duan Yongping) china, duan-yongping, concentrated, active | $19.10B | 18 | 31 | 2026-06-30 |
| Himalaya Capital Management (Li Lu) china, li-lu, value, concentrated, active | $3.70B | 8 | 35 | 2026-06-30 |
| Oriental Harbor (Dan Bin) china, dan-bin, value, growth, concentrated, active | $1.65B | 13 | 8 | 2026-06-30 |
| Headwater Capital (Paul Wu) china, value, concentrated, active, paul-wu | $500.4M | 15 | 7 | 2026-06-30 |
| NetEase china, corporate-treasury, active | $765.4M | 2 | 17 | 2026-06-30 |