Antipodean Advisors’s ZTO Express ZTO Stock Holding History

Antipodean Advisors’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-181,000	Closed	-$2.37M	–	20
2017 Q1	$2.37M	Buy	181,000 +136,000	+302%	+$1.76M	1.16%	15
2016 Q4	$543K	Buy	+45,000	New	+$648K	0.22%	21

Other funds holding ZTO

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

HIM

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Antipodean Advisors's ZTO Position: Q2 2017 in Review

Antipodean Advisors sold out of ZTO Express (ZTO) in Q2 2017, closing a stake of 181,000 shares — an estimated $2.37M sold.

Antipodean Advisors first reported a position in ZTO in Q4 2016 and held it in 2 quarters. The position peaked at $2.37M in Q1 2017. 94 funds tracked by Wall St. Rank hold ZTO as of Q2 2017.

Antipodean Advisors reported no remaining ZTO Express position as of Q2 2017 after selling out during the quarter.
Antipodean Advisors sold 181,000 ZTO Express shares in Q2 2017, an estimated $2.37M.
Antipodean Advisors first reported a position in ZTO Express in Q4 2016 and held it in 2 quarters.
Antipodean Advisors's ZTO Express position peaked at $2.37M in Q1 2017.
94 funds tracked by Wall St. Rank held ZTO Express as of Q2 2017.

Based on Antipodean Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.