AG
Alibaba Group Portfolio holdings
AUM
$685M
This Quarter Return
+35.64%
1 Year Return
+126.89%
3 Year Return
-11.55%
5 Year Return
-18.98%
10 Year Return
–
AUM
$1.34B
AUM Growth
+$1.34B
(+47%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
8.94%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
BEST
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
|
$120M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 91.06% |
| 2 | Industrials | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Weibo
WB
$2.81B
| $890M | 66.54% |
9,000,000
| – | – |
|
2
Groupon
GRPN
$1.06B
| $171M | 12.81% |
32,972,000
| – | – |
|
|
MOMO
3
Hello Group
MOMO
$1.33B
| $157M | 11.71% |
5,000,000
| – | – |
|
|
BEST
4
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $120M | 8.94% |
+10,000,000
| New | +$120M |
|