Kaizen Capital Partners Ltd - Q3 2023 holdings

$124 Million is the total value of Kaizen Capital Partners Ltd's 4 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 71.4% .

 Value Shares↓ Weighting
DADA BuyDADA NEXUS LTDads$54,653,222
-10.4%
12,281,623
+6.9%
44.14%
+29.3%
BuyGRAB HOLDINGS LIMITEDclass a ord$43,896,570
+13.7%
12,400,161
+10.2%
35.45%
+64.2%
TCOM SellTRIP COM GROUP LTDads$12,786,326
-27.0%
365,637
-26.9%
10.33%
+5.4%
NVDA NewNVIDIA CORPORATION$12,484,21328,700
+100.0%
10.08%
FTCH ExitFARFETCH LTDord sh cl a$0-774,000
-100.0%
-2.62%
HTHT ExitH WORLD GROUP LTDsponsored ads$0-123,600
-100.0%
-2.68%
MMYT ExitMAKEMYTRIP LIMITED MAURITIUS$0-703,296
-100.0%
-10.62%
HDB ExitHDFC BANK LTDsponsored ads$0-475,814
-100.0%
-18.55%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-02
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DADA NEXUS LTD4Q3 202362.4%
GRAB HOLDINGS LIMITED4Q3 202335.5%
MAKEMYTRIP LIMITED MAURITIUS3Q2 202321.3%
TRIP COM GROUP LTD3Q3 202310.3%
ALIBABA GROUP HLDG LTD1Q1 202321.8%
HDFC BANK LTD1Q2 202318.6%
NVIDIA CORPORATION1Q3 202310.1%
JD.COM INC1Q1 20237.3%
COUPANG INC1Q4 20226.4%
PDD HOLDINGS INC1Q1 20236.1%

View Kaizen Capital Partners Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-08
13F-HR2023-11-02
13F-HR2023-08-03
13F-HR2023-05-11
13F-HR2023-02-15

View Kaizen Capital Partners Ltd's complete filings history.

Export Kaizen Capital Partners Ltd's holdings