$41.5 Million is the total value of Karst Peak Capital Ltd's 2 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $38,150,000 | +101.7% | 209,100 | +51.5% | 91.99% | +32.5% |
| TLC | TAIWAN LIPOSOME CO LTDsponsored ads | $3,320,000 | +6.1% | 568,965 | 0.0% | 8.01% | -30.3% | |
| HCM | Exit | HUTCHISON CHINA MEDITECH LTDsponsored adr | $0 | – | -225,000 | -100.0% | -19.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALIBABA GROUP HLDG LTD | 8 | Q3 2020 | 92.0% |
| TAIWAN LIPOSOME CO LTD | 6 | Q1 2020 | 11.5% |
| SEA LTD | 5 | Q3 2020 | 77.0% |
| HUTCHISON CHINA MEDITECH LTD | 5 | Q4 2018 | 81.4% |
| YANDEX NV | 4 | Q3 2018 | 21.1% |
| BAIDU INC | 3 | Q4 2019 | 35.1% |
| AUTOHOME INC | 2 | Q1 2018 | 54.7% |
| AGORA INC | 2 | Q3 2020 | 10.6% |
View Karst Peak Capital Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Taiwan Liposome Company, Ltd. | February 16, 2021 | 1,295,642 | 1.7% |
| Tarena International, Inc.Sold out | January 05, 2016 | 0 | 0.0% |
View Karst Peak Capital Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G | 2021-02-16 |
| 13F-HR | 2020-11-16 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-07-02 |
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-13 |
| 13F-HR | 2019-08-15 |
| 13F-HR | 2019-05-15 |
| SC 13G | 2019-02-14 |
| 13F-HR | 2019-02-13 |
View Karst Peak Capital 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.