$94.1 Million is the total value of All-Stars Investment Ltd's 9 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 46.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YY | YY INC | $17,458,000 | -12.5% | 320,000 | 0.0% | 18.56% | +9.0% | |
| CMCM | CHEETAH MOBILE INCadr | $15,039,000 | +13.0% | 880,000 | 0.0% | 15.99% | +40.7% | |
| KANG | Buy | IKANG HEALTHCARE GROUP INCsponsored adr | $12,781,000 | +12.9% | 788,001 | +4.7% | 13.59% | +40.6% |
| BIDU | New | BIDU INCspon adr rep a | $11,962,000 | – | 57,400 | +100.0% | 12.72% | – |
| QIHU | Sell | QIHOO 360 TECHNOLOGY CO LTDads | $11,162,000 | -15.4% | 218,000 | -5.4% | 11.86% | +5.4% |
| JMEI | Sell | JUMEI INTL HLDG LTDsponsored adr | $9,874,000 | -22.2% | 624,129 | -33.0% | 10.50% | -3.1% |
| EDU | Buy | NEW ORIENTAL ED & TECH GRP Ispon adr | $9,050,000 | +23.2% | 408,227 | +13.5% | 9.62% | +53.5% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $6,268,000 | -79.9% | 75,300 | -74.9% | 6.66% | -75.0% |
| EEM | Sell | ISHARES TR PUTput | $483,000 | -86.7% | 650,000 | -72.6% | 0.51% | -83.5% |
| XLK | Exit | SELECT SECTOR SPDR TRput | $0 | – | -250,000 | -100.0% | -0.01% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -260,000 | -100.0% | -0.04% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTput | $0 | – | -1,360,000 | -100.0% | -0.32% | – |
| CTRP | Exit | CTRIP COM INTL LTD | $0 | – | -11,000 | -100.0% | -0.43% | – |
| MOMO | Exit | MOMO INCadr | $0 | – | -300,000 | -100.0% | -3.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| YY INC | 21 | Q4 2019 | 42.8% |
| ALIBABA GROUP HLDG LTD | 20 | Q2 2020 | 39.4% |
| BIDU INC | 19 | Q3 2020 | 45.8% |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | 15 | Q2 2022 | 17.8% |
| CHEETAH MOBILE INC | 14 | Q1 2018 | 21.4% |
| IKANG HEALTHCARE GROUP INC | 10 | Q1 2017 | 19.0% |
| ZTO EXPRESS CAYMAN INC | 9 | Q1 2020 | 16.5% |
| FULL TRUCK ALLIANCE CO LTD | 8 | Q3 2023 | 98.6% |
| JD COM INC | 8 | Q1 2020 | 55.8% |
| TAL EDUCATION GROUP | 8 | Q3 2023 | 2.3% |
View All-Stars Investment Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR/A | 2022-10-24 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-27 |
| 13F-HR/A | 2022-05-06 |
| 13F-HR | 2022-05-06 |
View All-Stars Investment Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.