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NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd

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13F filer, CIK 1878581, HONG KONG, Hong Kong

NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported $20,399,000 across 4 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-18.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001878581-25-000005

Period
2025-03-31
Reported value
$20.4M
Holdings
4
Top 10 weight
100%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NKEnew+199,294$12.7M
BABAnew+16,154$2.14M
FUTUnew+20,000$2.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PDDexited-23,793-$2.31M
GOOGLexited-11,699-$2.21M
METAreduced-1,759-$1.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001878581-25-000005, largest first. % of portfolio is the value over $20,399,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,294 shares 199,294$12.7M62.02%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,130 shares; 2024Q3: not reported; 2024Q4: 7,945 shares; 2025Q1: 6,186 shares 6,186$3.56M17.48%-1,759Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,154 shares 16,154$2.14M10.47%newTimeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 61,200 shares; 2023Q3: 224,380 shares; 2023Q4: 33,556 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares 20,000$2.05M10.03%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC23,793$2.31Mshares
GOOGLALPHABET INC11,699$2.21Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001878581-25-000005 base2025-04-18acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001878581-25-000005 Quarter ended 2025-03-312025-04-18acceptance time not in the bulk data set
13F-HR 0001878581-25-000004 Quarter ended 2024-12-312025-01-27acceptance time not in the bulk data set
13F-HR 0001878581-24-000005 Quarter ended 2024-09-302024-10-21acceptance time not in the bulk data set
13F-HR 0001878581-24-000004 Quarter ended 2024-06-302024-07-19acceptance time not in the bulk data set
13F-HR 0001878581-24-000003 Quarter ended 2024-03-312024-04-22acceptance time not in the bulk data set
13F-HR 0001878581-24-000001 Quarter ended 2023-12-312024-01-17acceptance time not in the bulk data set
13F-HR 0001878581-23-000004 Quarter ended 2023-09-302023-10-19acceptance time not in the bulk data set
13F-HR 0001878581-23-000003 Quarter ended 2023-06-302023-07-25acceptance time not in the bulk data set
13F-HR 0001878581-23-000001 Quarter ended 2022-12-312023-01-18acceptance time not in the bulk data set
13F-HR 0001878581-22-000003 Quarter ended 2022-09-302022-10-17acceptance time not in the bulk data set
13F-HR 0001878581-22-000002 Quarter ended 2022-03-312022-04-25acceptance time not in the bulk data set
13F-HR 0001878581-22-000001 Quarter ended 2021-12-312022-02-09acceptance time not in the bulk data set
13F-HR 0001878581-21-000002 Quarter ended 2021-09-302021-10-29acceptance time not in the bulk data set
13F-HR 0001878581-21-000001 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set