MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC SKM — SK TELECOM CO LTD SPONSORED ADR

Ownership history in MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC  ·  73 quarters on record

AI Ownership Summary

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported SK TELECOM CO LTD SPONSORED ADR (SKM) in 73 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows SKM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SKM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's position in SK TELECOM CO LTD SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SKM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SKM stock page MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC fund profile MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC full holdings
How MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC held SKM — position size vs. price
% of Fund (quarterly)    SKM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,326 +835 +33.5% 0.04% $97K 2026-05-04 $36.48
2025 Q4 ADDED — — — 2,491 +835 +50.4% 0.02% $51K 2026-01-29 $27.37
2025 Q3 UNCHANGED — — — 1,656 — 0% 0.01% $36K 2025-10-17 $21.54
2025 Q2 REDUCED 33.3% -7.2% ✅ 1,656 -828 -33.3% 0.01% $39K 2025-07-21 $22.36
2025 Q1 REDUCED — — — 2,484 -66 -2.6% 0.01% $53K 2025-04-21 $22.53
2024 Q4 ADDED — — — 2,550 +1,291 +102.5% 0.01% $54K 2025-01-22 $20.39
2024 Q3 UNCHANGED — — — 1,259 — 0% 0.00% $30K 2024-10-15 $22.06
2024 Q2 UNCHANGED — — — 1,259 — 0% 0.01% $26K 2024-07-22 $20.70
2024 Q1 UNCHANGED — — — 1,259 — 0% 0.01% $27K 2024-04-15 $18.79
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SKM

As of 2026 Q2 — sorted by position size

Incline Global Management LLC 3Y 7Y 5.73% Barrier Capital Management, LLC 3Y 3.54% Metavasi Capital LP 3Y 2.86% Evolutionary Tree Capital Management, LLC 3Y 2.53% South Street Advisors LLC 3Y 7Y 2.5% Promethos Capital, LLC 2.42% Rye Brook Capital LLC 3Y 1.7% Metatron Capital SICAV plc - Metatron Long Term Equity Fund 1.14% Parvin Asset Management, LLC 0.83% Wealth High Governance Capital Ltda 0.8%

FAQ About MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC and SKM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported owning SKM?

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported SKM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SKM position in MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for SKM was 0.04% in 2026 Q1.

What is the latest reported SKM position on this page?

The most recent filing on this page is 2026 Q1, when MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported 3,326 shares, equal to 0.04% of portfolio, with an estimated market value of $97K.

What does the chart on this SKM ownership page compare?

The chart compares MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's quarterly SKM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC time their SKM position?

Based on 13F filing dates vs. subsequent SKM price moves, MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC correctly timed 34 out of 64 reported position changes (53%). The annualised alpha on SKM relative to SPY over the holding period was -5.0%.

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