$1.67 Billion is the total value of ANGLEPOINT ASSET MANAGEMENT, LTD.'s 33 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 128.6% . ANGLEPOINT ASSET MANAGEMENT, LTD. is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | New | SHOPIFY INCcl a | $137,078,000 | – | 134,000 | +100.0% | 8.19% | – |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $136,983,000 | +51.2% | 1,801,463 | +36.0% | 8.19% | -21.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $135,877,000 | +264.4% | 638,100 | +205.5% | 8.12% | +88.3% |
| BILI | Buy | BILIBILI INCspons ads rep z | $125,587,000 | +33.6% | 3,018,909 | +48.7% | 7.51% | -31.0% |
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $121,451,000 | – | 4,243,576 | +100.0% | 7.26% | – |
| PDD | Buy | PINDUODUO INCsponsored ads | $102,925,000 | +101.4% | 1,388,066 | +133.1% | 6.15% | +4.1% |
| ZTO | Buy | ZTO EXPRESS CAYMAN INCsponsored ads a | $86,762,000 | +10966.6% | 2,899,804 | +13482.2% | 5.19% | +5598.9% |
| FB | Buy | FACEBOOK INCcl a | $81,643,000 | +136.5% | 311,733 | +105.1% | 4.88% | +22.2% |
| CRM | New | SALESFORCE COM INC | $71,425,000 | – | 284,200 | +100.0% | 4.27% | – |
| MCO | Buy | MOODYS CORP | $54,027,000 | +43.4% | 186,397 | +36.0% | 3.23% | -25.9% |
| TSLA | New | TESLA INC | $39,783,000 | – | 92,731 | +100.0% | 2.38% | – |
| NVDA | New | NVIDIA CORPORATION | $31,661,000 | – | 58,500 | +100.0% | 1.89% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $29,106,000 | – | 355,000 | +100.0% | 1.74% | – |
| SBUX | New | STARBUCKS CORP | $24,311,000 | – | 282,953 | +100.0% | 1.45% | – |
| JAMF | New | JAMF HLDG CORP | $2,633,000 | – | 70,000 | +100.0% | 0.16% | – |
| SNOW | New | SNOWFLAKE INCcl a | $502,000 | – | 2,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TAL EDUCATION GROUP | 6 | Q1 2021 | 16.0% |
| PINDUODUO INC | 6 | Q1 2021 | 6.2% |
| UBER TECHNOLOGIES INC | 6 | Q1 2021 | 5.7% |
| NEW ORIENTAL ED & TECHNOLOGY | 6 | Q1 2021 | 3.7% |
| MERCADOLIBRE INC | 6 | Q1 2021 | 2.4% |
| No securities | 6 | Q3 2022 | 0.0% |
| ALIBABA GROUP HLDG LTD | 5 | Q4 2020 | 17.5% |
| BILIBILI INC | 5 | Q4 2020 | 10.9% |
| FACEBOOK INC | 5 | Q1 2021 | 7.3% |
| XP INC | 5 | Q1 2021 | 8.1% |
View ANGLEPOINT ASSET MANAGEMENT, LTD.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Futu Holdings Ltd | February 14, 2022 | ? | ? |
| Root, Inc. | February 14, 2022 | ? | ? |
| TAL Education Group | February 14, 2022 | ? | ? |
| Bilibili Inc. | February 16, 2021 | 4,017,367 | 1.7% |
| Futu Holdings Ltd | February 16, 2021 | 50,693,712 | 9.4% |
| iQIYI, Inc. | February 16, 2021 | ? | ? |
View ANGLEPOINT ASSET MANAGEMENT, LTD.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| SC 13G/A | 2022-02-14 |
| SC 13G/A | 2022-02-14 |
| SC 13G/A | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
View ANGLEPOINT ASSET 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.