$134 Million is the total value of Library Research Ltd's 6 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GDS | Buy | GDS Holdings Ltdsponsored ads | $44,984,000 | +12.2% | 1,146,083 | +34.8% | 36.30% | +41.3% |
ZTO | Buy | ZTO Express (Cayman) Incsponsored ads | $42,351,000 | -28.3% | 2,094,053 | +0.0% | 34.18% | -9.7% |
PDD | Buy | Pinduoduo Incsponsored ads | $34,386,000 | -16.6% | 857,302 | +21.2% | 27.75% | +5.1% |
BZ | Sell | Kanzhun Ltdsponsored ads | $2,010,000 | -79.5% | 80,683 | -71.3% | 1.62% | -74.1% |
BEDU | Bright Scholar Education Holdings Ltdsponsored ads | $190,000 | -48.4% | 317,489 | 0.0% | 0.15% | -35.2% | |
TUYA | Exit | Tuya Incsponsored ads | $0 | – | -884,353 | -100.0% | -3.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ZTO Express (Cayman) Inc | 12 | Q3 2023 | 44.7% |
GDS Holdings Ltd | 12 | Q3 2023 | 41.0% |
Pinduoduo Inc | 9 | Q3 2023 | 50.6% |
Kanzhun Ltd | 9 | Q3 2023 | 6.3% |
Bright Scholar Education Holdings Ltd | 7 | Q2 2022 | 1.5% |
China Online Education Group | 4 | Q3 2021 | 0.9% |
TAL Education Group | 3 | Q2 2021 | 41.3% |
Tuya Inc | 3 | Q4 2021 | 17.5% |
NIU Technologies | 2 | Q1 2021 | 4.8% |
Bright Scholar Education Holdings Ltd | 1 | Q3 2022 | 0.5% |
View Library Research Ltd's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-10 |
13F-HR | 2021-11-15 |
View Library Research 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.