$96.4 Million is the total value of All-Stars Investment Ltd's 8 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YY | YY INC | $32,151,000 | +4.2% | 320,000 | 0.0% | 33.36% | -3.1% | |
| BIDU | Buy | BAIDU INCspon adr rep a | $24,489,000 | +37.9% | 100,777 | +42.4% | 25.41% | +28.2% |
| ZTO | ZTO EXPRESS CAYMAN INCsponsored adr | $15,461,000 | +21.2% | 773,027 | 0.0% | 16.04% | +12.7% | |
| QD | QUDIAN INCadr | $8,993,000 | -10.5% | 1,015,000 | 0.0% | 9.33% | -16.8% | |
| NTES | New | NETEASE INCsponsored adr | $6,065,000 | – | 24,000 | +100.0% | 6.29% | – |
| SBUX | New | STARBUCKS CORP | $3,992,000 | – | 81,700 | +100.0% | 4.14% | – |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $3,229,000 | +3.9% | 17,400 | 0.0% | 3.35% | -3.4% | |
| LX | LEXINFINTECH HLDGS LTDadr | $1,982,000 | -25.0% | 161,740 | 0.0% | 2.06% | -30.2% | |
| PPDF | Exit | PPDAI GROUP INCsponsored adr | $0 | – | -91,878 | -100.0% | -0.70% | – |
| CMCM | Exit | CHEETAH MOBILE INCadr | $0 | – | -880,000 | -100.0% | -13.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-08
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.