$408 Million is the total value of SUMWAY DEVELOPMENT LTD.'s 13 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $111,021,000 | +81.6% | 114,691 | +29.1% | 27.23% | +0.9% |
| FB | Buy | FACEBOOK INCcl a | $104,425,000 | +58.4% | 691,648 | +4.1% | 25.62% | -12.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $100,243,000 | +117.1% | 711,450 | +70.7% | 24.59% | +20.5% |
| CTRP | Buy | CTRIP COM INTL LTD | $15,566,000 | +40.6% | 289,002 | +25.3% | 3.82% | -21.9% |
| JD | Buy | JD COM INCspon adr cl a | $15,165,000 | +92.1% | 386,661 | +58.0% | 3.72% | +6.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $12,389,000 | +91.8% | 13,245 | +40.9% | 3.04% | +6.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $8,688,000 | +139.7% | 17,689 | +80.5% | 2.13% | +33.1% |
| TAL | New | TAL ED GROUP | $4,067,000 | – | 33,255 | +100.0% | 1.00% | – |
| JKS | New | JINKOSOLAR HLDG CO LTDsponsored adr | $3,214,000 | – | 154,525 | +100.0% | 0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA MTRS INC | 12 | Q3 2018 | 38.2% |
| NOAH HLDGS LTD | 12 | Q3 2018 | 1.5% |
| FACEBOOK INC | 11 | Q3 2018 | 29.1% |
| AMAZON COM INC | 10 | Q3 2018 | 30.8% |
| WEIBO CORP | 10 | Q3 2018 | 4.1% |
| REGENERON PHARMACEUTICALS | 10 | Q3 2018 | 2.1% |
| ALIBABA GROUP HLDG LTD | 9 | Q3 2018 | 28.8% |
| JD COM INC | 7 | Q2 2017 | 48.6% |
| CTRIP COM INTL LTD | 7 | Q2 2017 | 12.4% |
| INTUITIVE SURGICAL INC | 7 | Q3 2018 | 3.2% |
View SUMWAY DEVELOPMENT LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-07-10 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-06 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-04 |
| 13F-HR | 2017-05-09 |
| 13F-HR | 2017-02-14 |
| 13F-HR | 2016-10-24 |
| 13F-HR | 2016-08-03 |
View SUMWAY DEVELOPMENT 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.