Apoletto’s RLX Technology RLX Stock Holding History

Apoletto’s Portfolio RLX Stock Details RLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$27M	Sell	25,714,146 -2,936,782	-10%	-$4.5M	10.39%	3
2022 Q2	$61M	Hold	28,650,928	–	–	16.88%	3
2022 Q1	$51.3M	Sell	28,650,928 -5,344,546	-16%	-$15.9M	13.5%	3
2021 Q4	$133M	Buy	+33,995,474	New	+$157M	16.52%	2
2021 Q3	–	Sell	-59,998	Closed	-$524K	–	13
2021 Q2	$524K	Hold	59,998	–	–	0.07%	11
2021 Q1	$622K	Buy	+59,998	New	+$1.15M	0.12%	7

Other funds holding RLX

ICVCFVA

IDG China Venture Capital Fund V Associates Hong Kong $126M AUM 17.02% 1-Year Est. Return

WCM

Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Apoletto's RLX Position: Q3 2022 in Review

Apoletto reduced its RLX Technology (RLX) stake by 10% in Q3 2022, selling an estimated $4.5M and leaving 25,714,146 shares worth $27M. The position accounts for 10.39% of the portfolio, ranked #3.

Apoletto first reported a position in RLX in Q1 2021 and has held it in 6 quarters since. The position peaked at $133M in Q4 2021. 111 funds tracked by Wall St. Rank hold RLX as of Q3 2022.

Apoletto held 25,714,146 shares of RLX Technology worth $27M as of Q3 2022.
Apoletto sold 2,936,782 RLX Technology shares in Q3 2022, an estimated $4.5M.
RLX Technology made up 10.39% of Apoletto's portfolio in Q3 2022, its #3 holding.
Apoletto first reported a position in RLX Technology in Q1 2021 and has held it in 6 quarters since.
Apoletto's RLX Technology position peaked at $133M in Q4 2021.
111 funds tracked by Wall St. Rank held RLX Technology as of Q3 2022.

Based on Apoletto's 13F filing for Q3 2022, filed 14 Nov 2022.