$290 Million is the total value of Strategic Vision Investment Ltd's 17 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 116.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $136,984,000 | +28.7% | 737,223 | +3.6% | 47.26% | -19.5% |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $27,673,000 | +49.2% | 386,977 | +58.7% | 9.55% | -6.6% |
| DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $24,665,000 | – | 430,000 | +100.0% | 8.51% | – |
| PDD | New | PINDUODUO INCsponsored ads | $24,643,000 | – | 138,700 | +100.0% | 8.50% | – |
| YSG | New | YATSEN HLDG LTDads | $21,524,000 | – | 1,266,081 | +100.0% | 7.42% | – |
| BIDU | New | BAIDU INCspon adr rep a | $15,560,000 | – | 71,957 | +100.0% | 5.37% | – |
| NET | Buy | CLOUDFLARE INC | $9,210,000 | +490.4% | 121,200 | +218.9% | 3.18% | +269.4% |
| KWEB | Buy | KRANESHARES TRput | $7,679,000 | +150.3% | 100,000 | +122.2% | 2.65% | +56.6% |
| SOXX | Buy | ISHARES TRput | $5,688,000 | +86.7% | 15,000 | +50.0% | 1.96% | +16.8% |
| EEM | New | ISHARES TRput | $4,392,000 | – | 85,000 | +100.0% | 1.52% | – |
| SE | Buy | SEA LTDsponsord ads | $2,448,000 | +30.3% | 12,300 | +0.8% | 0.84% | -18.5% |
| SQ | New | SQUARE INCcl a | $1,345,000 | – | 6,180 | +100.0% | 0.46% | – |
| FCEL | New | FUELCELL ENERGY INC | $983,000 | – | 88,000 | +100.0% | 0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 16 | Q2 2024 | 53.4% |
| META PLATFORMS INC | 13 | Q1 2024 | 36.9% |
| AMAZON COM INC | 13 | Q4 2021 | 23.2% |
| CLOUDFLARE INC | 12 | Q1 2024 | 5.6% |
| ALIBABA GROUP HLDG LTD | 11 | Q4 2022 | 25.9% |
| ADAGENE INC | 11 | Q3 2023 | 13.2% |
| TAL EDUCATION GROUP | 10 | Q4 2020 | 37.2% |
| NVIDIA CORPORATION | 10 | Q2 2024 | 33.6% |
| SERVICENOW INC | 10 | Q2 2024 | 28.4% |
| NEW ORIENTAL ED & TECHNOLOGY | 9 | Q1 2021 | 58.7% |
View Strategic Vision Investment Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-10 |
View Strategic Vision 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.