Newport Asia LLC
Newport Asia LLC is an SEC-registered, independently owned investment management firm focused on discovering and investing in Asia’s highest-quality growth companies, particularly in China and India, on behalf of institutional clients, endowments, and family offices. The firm is the successor to Newport Pacific, founded in 1978, and its principals have over four decades of experience in Asian markets. Their investment strategy emphasizes blue-chip, high-transparency companies with proven management, predictable growth rates, and low debt.
Investment Strategy
Focuses on blue-chip, high-transparency Asian companies—especially in China and India—with proven management, predictable growth rates, and low debt. Seeks long-term capital appreciation through investments in the largest and fastest-growing economic region in the world.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Y YMM | FULL TRUCK ALLNC 20 ADR REP CL A ORD | 100.00% | $1.71B | 131,967 | $12.97 | $12.97 | +$1.71B |