$89.6 Million is the total value of All-Stars Investment Ltd's 8 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YY | Sell | YY INC | $30,845,000 | +331.5% | 320,000 | -43.9% | 34.43% | +193.1% |
| BIDU | Buy | BAIDU INCspon adr rep a | $17,758,000 | +158.1% | 70,777 | +140.9% | 19.82% | +75.3% |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored adr | $12,755,000 | – | 773,027 | +100.0% | 14.24% | – |
| CMCM | CHEETAH MOBILE INCadr | $11,801,000 | +11.0% | 880,000 | 0.0% | 13.17% | -24.6% | |
| QD | Buy | QUDIAN INCadr | $10,049,000 | -72.2% | 1,015,000 | +217.2% | 11.22% | -81.1% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $3,107,000 | – | 17,400 | +100.0% | 3.47% | – |
| LX | New | LEXINFINTECH HLDGS LTDadr | $2,642,000 | – | 161,740 | +100.0% | 2.95% | – |
| PPDF | New | PPDAI GROUP INCsponsored adr | $625,000 | – | 91,878 | +100.0% | 0.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
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.