Borrowing ideas from funds, part 1

I recently asked my Twitter followers what funds might be worth tracking here in Asia and received many suggestions. Since then, I have tried to identify what stocks each of these funds own. While mutual funds disclose their holdings, hedge funds rarely do. Luckily, in Japan and Hong Kong funds have to disclose any stake that exceeds 5% of shares outstanding. Large hedge funds registered with the US SEC are also required to file 13F filings where they disclose key positions such as their Chinese ADRs.

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