PINEBRIDGE INVESTMENTS ASIA LTD

CIK 2111095 · View on SEC EDGAR ↗

Portfolio value
$292.4M
#5,261 of 9,443 by 13F value · top 55.7%
Positions
7
As of
June 30, 2026

Portfolio value QoQ: +1.1% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.98% Est. buys $16,992,409 · sells $2,861,977

New positions
1
Increased
3
Decreased
2
Closed
1
On this page

Sector breakdown

Consumer Discretionary
20.8%
Technology
0.8%
Retail
0.5%
Other/Unmapped
78.0%

Full portfolio 7 positions

Type Streak 8Q trend
SHY iShares 1-3 Year Treasury Bond ETF $227,691,030 77.87% 2,773,000 $1,696,940 Up ×1
YUMC Yum China Holdings, Inc. Common Stock $59,925,000 20.49% 187,500 $3,117,040 Up ×1
VNET VNET Group, Inc. - American Depositary Shares $2,259,867 0.77% 281,078 $-1,524,677 Down ×2
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share $919,968 0.31% 9,600 $504,510 Up ×2
CHA Chagee Holdings Limited - American Depositary Shares, each representing 1 Class A ordinary share $781,300 0.27% 65,000 Up ×1
PDD PDD Holdings Inc. - American Depositary Shares $549,216 0.19% 7,200 $-186,480
EWY $264,893 0.09% 1,312 $-80,273 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
CHA $781,300 65,000 0.27%

Top movers (QoQ)

Security Action Shares Δ Value Δ
YUMC Bought more +40K +$3.1M
SHY Bought more +36K +$1.7M
VNET Trimmed -170K -$1.5M
SE Bought more +5K +$505K
PDD Price move only +0 -$186K
EWY Trimmed -1K -$80K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
YMM March 31, 2026 459,229 $4,927,527 4.9%
TME June 30, 2026 128,614 $1,193,538 6.5%