$416 Million is the total value of Strategic Vision Investment Ltd's 24 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 466.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA CORPORATIONcall | $44,720,970 | – | 161,000 | +100.0% | 10.74% | – |
| RLX | Buy | RLX TECHNOLOGY INCsponsored ads | $38,116,452 | +291.0% | 13,143,604 | +210.1% | 9.15% | +161.2% |
| MSFT | New | MICROSOFT CORPcall | $37,479,000 | – | 130,000 | +100.0% | 9.00% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $34,445,306 | – | 370,300 | +100.0% | 8.27% | – |
| MSFT | New | MICROSOFT CORP | $30,347,323 | – | 105,263 | +100.0% | 7.29% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $23,780,360 | – | 549,200 | +100.0% | 5.71% | – |
| NET | Buy | CLOUDFLARE INC | $23,460,582 | +2708.8% | 380,483 | +1959.4% | 5.63% | +1778.0% |
| GOTU | Buy | GAOTU TECHEDU INCsponsored ads | $22,368,574 | +468.5% | 5,300,610 | +218.0% | 5.37% | +279.9% |
| MRVL | New | MARVELL TECHNOLOGY INCcall | $21,650,000 | – | 500,000 | +100.0% | 5.20% | – |
| BIDU | New | BAIDU INCcall | $15,846,600 | – | 105,000 | +100.0% | 3.81% | – |
| NVDA | New | NVIDIA CORPORATION | $11,971,887 | – | 43,100 | +100.0% | 2.88% | – |
| SMCI | New | SUPER MICRO COMPUTER INC | $2,397,375 | – | 22,500 | +100.0% | 0.58% | – |
| SNOW | New | SNOWFLAKE INCcl a | $1,830,497 | – | 11,864 | +100.0% | 0.44% | – |
| AI | New | C3 AI INCcl a | $1,094,382 | – | 32,600 | +100.0% | 0.26% | – |
| SDGR | New | SCHRODINGER INC | $614,068 | – | 23,322 | +100.0% | 0.15% | – |
| New | EXSCIENTIA PLCads | $337,552 | – | 63,689 | +100.0% | 0.08% | – | |
| New | YS BIOPHARMA CO LTD*w exp 03/15/202 | $6,050 | – | 38,857 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 13 | Q3 2023 | 53.4% |
| AMAZON COM INC | 13 | Q4 2021 | 23.2% |
| META PLATFORMS INC | 11 | Q3 2023 | 36.9% |
| ALIBABA GROUP HLDG LTD | 11 | Q4 2022 | 25.9% |
| ADAGENE INC | 11 | Q3 2023 | 13.2% |
| CLOUDFLARE INC | 11 | Q1 2023 | 5.6% |
| TAL EDUCATION GROUP | 10 | Q4 2020 | 37.2% |
| NEW ORIENTAL ED & TECHNOLOGY | 9 | Q1 2021 | 58.7% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 33.6% |
| SERVICENOW INC | 8 | Q4 2022 | 28.4% |
View Strategic Vision Investment Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-08 |
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.