$93.3 Million is the total value of AnglePoint Asset Management Ltd's 14 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | New | PDD HOLDINGS ADSsponsored ads | $10,147,830 | – | 133,700 | +100.0% | 10.88% | – |
| ENPH | New | ENPHASE ENERGY ORD | $9,239,283 | – | 43,938 | +100.0% | 9.90% | – |
| LI | New | LI AUTO ADR 2 ORDsponsored ads | $5,658,660 | – | 226,800 | +100.0% | 6.06% | – |
| BABA | New | ALIBABA GROUP HOLDING ADR REP 8 ORDsponsored ads | $4,812,678 | – | 47,100 | +100.0% | 5.16% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDsponsored ads | $4,037,068 | – | 43,400 | +100.0% | 4.33% | – |
| STEM | New | STEM ORD | $3,044,790 | – | 537,000 | +100.0% | 3.26% | – |
| DQ | New | DAQO NEW ENERGY ADR REP 5 ORDspnsrd ads new | $3,019,260 | – | 64,459 | +100.0% | 3.24% | – |
| New | HESAI ADS REP 1 CL B ORDsponsored adr | $1,779,050 | – | 115,000 | +100.0% | 1.91% | – | |
| TSLA | New | TESLA ORD | $435,666 | – | 2,100 | +100.0% | 0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COUCHBASE ORD | 8 | Q3 2023 | 18.9% |
| ZTO EXPRESS CAYMAN INC | 8 | Q3 2023 | 10.4% |
| VICARIOUS SURGICAL INC | 8 | Q3 2023 | 8.3% |
| KE HOLDINGS ADR REP 3 CL A ORD | 6 | Q3 2023 | 12.6% |
| KANZHUN LIMITED | 6 | Q3 2023 | 13.6% |
| MAXEON SOLAR TECHNOLOGIES ORD | 5 | Q3 2023 | 45.7% |
| ELASTIC ORD | 5 | Q4 2022 | 12.1% |
| PINDUODUO INC | 5 | Q3 2023 | 10.9% |
| JD.COM INC | 5 | Q2 2023 | 7.5% |
| TESLA ORD | 5 | Q3 2023 | 9.5% |
View AnglePoint Asset Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
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.