$115 Million is the total value of All-Stars Investment Ltd's 10 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 40.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
YY | Buy | YY INC | $38,312,000 | +59.8% | 640,000 | +100.0% | 33.38% | -15.7% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $31,636,000 | +1003.5% | 230,800 | +1226.4% | 27.56% | +482.1% |
EDU | New | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INCsponsored ads | $20,446,000 | – | 373,000 | +100.0% | 17.81% | – |
BIDU | Buy | BAIDU INCspon adr rep a | $17,376,000 | -8.9% | 109,554 | +31.4% | 15.14% | -51.9% |
ZTO | Sell | ZTO EXPRESS CAYMAN INCsponsored adr | $7,012,000 | -29.8% | 442,924 | -26.5% | 6.11% | -63.0% |
SBUX | Exit | STARBUCKS CORP | $0 | – | -81,700 | -100.0% | -7.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.