$51.3 Million is the total value of All-Stars Investment Ltd's 5 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $13,803,000 | -36.5% | 70,972 | -45.4% | 26.93% | -14.4% |
| BIDU | Buy | BAIDU INCspon adr rep a | $13,330,000 | +5.5% | 132,254 | +7.5% | 26.01% | +42.3% |
| YY | New | JOYY INC | $8,788,000 | – | 165,000 | +100.0% | 17.15% | – |
| JD | Sell | JD COM INCspon adr cl a | $7,877,000 | -53.4% | 194,500 | -67.6% | 15.37% | -37.2% |
| ZTO | Sell | ZTO EXPRESS CAYMAN INCsponsored ads a | $7,453,000 | -13.0% | 281,462 | -29.9% | 14.54% | +17.4% |
| YY | Exit | YY INC | $0 | – | -165,000 | -100.0% | -13.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-17
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.