$332 Million is the total value of All-Stars Investment Ltd's 3 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YMM | FULL TRUCK ALLIANCE CO LTDsponsored ads | $327,453,000 | -20.3% | 49,093,463 | 0.0% | 98.64% | +2.9% | |
| TAL | Sell | TAL EDUCATION GROUPsponsored ads | $4,274,000 | -43.4% | 1,420,000 | -26.0% | 1.29% | -26.9% |
| EDU | Sell | NEW ORIENTAL ED & TECHNOLOGYsponsored ads | $253,000 | -90.1% | 220,000 | -82.0% | 0.08% | -87.3% |
| YY | Exit | JOYY INC | $0 | – | -165,000 | -100.0% | -1.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
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.