HEADWATER CAPITAL CO LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRIP | 920K | $14.96M |
 | TCOM | 370K | $27.82M |
 | GOOG | 333K | $81.10M |
 | TSM | 312K | $87.14M |
 | HTHT | 250K | $9.78M |
 | ATAT | 180K | $6.77M |
 | PDD | 150K | $19.83M |
 | LITE | 125K | $20.34M |
 | MU | 120K | $20.08M |
 | BABA | 120K | $21.45M |
 | YUMC | 120K | $5.14M |
 | OPRA | 100K | $2.06M |
 | AMZN | 100K | $21.96M |
 | NVDA | 100K | $18.66M |
 | META | 50K | $36.72M |
 | MAR | 50K | $13.02M |
Tripadvisor, Inc.
TRIP
Shares Held
920K
Value
$14.96M
Trip.com Group Limited
TCOM
Shares Held
370K
Value
$27.82M
Alphabet Inc.
GOOG
Shares Held
333K
Value
$81.10M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
312K
Value
$87.14M
H World Group Limited
HTHT
Shares Held
250K
Value
$9.78M
Atour Lifestyle Holdings Limited
ATAT
Shares Held
180K
Value
$6.77M
PDD Holdings Inc.
PDD
Shares Held
150K
Value
$19.83M
Lumentum Holdings Inc.
LITE
Shares Held
125K
Value
$20.34M
Micron Technology, Inc.
MU
Shares Held
120K
Value
$20.08M
Alibaba Group Holding Limited
BABA
Shares Held
120K
Value
$21.45M
Yum China Holdings, Inc.
YUMC
Shares Held
120K
Value
$5.14M
Opera Limited
OPRA
Shares Held
100K
Value
$2.06M
Amazon.com, Inc.
AMZN
Shares Held
100K
Value
$21.96M
NVIDIA Corporation
NVDA
Shares Held
100K
Value
$18.66M
Meta Platforms, Inc.
META
Shares Held
50K
Value
$36.72M
Marriott International, Inc.
MAR
Shares Held
50K
Value
$13.02M