$927 Million is the total value of Anatole Investment Management Ltd's 7 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 216.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $457,893,000 | – | 15,334,664 | +100.0% | 49.40% | – |
| SE | New | SEA LTDsponsored ads | $146,390,000 | – | 655,781 | +100.0% | 15.79% | – |
| VNET | New | 21VIANET GROUP INCsponsored ads a | $126,689,000 | – | 3,922,259 | +100.0% | 13.67% | – |
| YY | New | JOYY INC | $106,880,000 | – | 1,140,294 | +100.0% | 11.53% | – |
| TME | New | TENCENT MUSIC ENTMT GROUPsponsored ads | $80,772,000 | – | 3,942,000 | +100.0% | 8.71% | – |
| API | New | AGORA INCads | $4,225,000 | – | 84,048 | +100.0% | 0.46% | – |
| MNSO | New | MINISO GROUP HLDG LTDsponsored ads | $4,059,000 | – | 168,973 | +100.0% | 0.44% | – |
| KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -781,592 | -100.0% | -4.57% | – |
| VNET | Exit | 21VIANET GROUP INCsponsored ads a | $0 | – | -906,108 | -100.0% | -5.78% | – |
| XPEV | Exit | XPENG INCads | $0 | – | -1,729,904 | -100.0% | -13.61% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -887,711 | -100.0% | -15.46% | – |
| YY | Exit | JOYY INC | $0 | – | -1,655,605 | -100.0% | -24.33% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -1,110,293 | -100.0% | -36.25% | – |
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 |
|---|---|---|---|
| SEA LTD | 5 | Q1 2022 | 16.5% |
| FARADAY FUTRE INTLGT ELCTR I | 4 | Q2 2022 | 60.7% |
| JD.COM INC | 4 | Q1 2022 | 40.5% |
| PINDUODUO INC | 3 | Q4 2020 | 65.2% |
| STAAR Surgical Company | 3 | Q3 2023 | 73.6% |
| PINDUODUO INC | 3 | Q4 2021 | 19.8% |
| XPENG INC | 3 | Q4 2021 | 13.6% |
| 21VIANET GROUP INC | 3 | Q4 2020 | 5.8% |
| ZHIHU INC | 3 | Q4 2021 | 8.3% |
| FULL TRUCK ALLIANCE CO LTD | 3 | Q4 2021 | 5.0% |
View Anatole Investment Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR/A | 2023-05-16 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR/A | 2022-03-07 |
View Anatole Investment Management 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.