Jericho Capital Asset Management’s MINISO MNSO Stock Holding History

Jericho Capital Asset Management’s Portfolio MNSO Stock Details MNSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,309,240	Closed	-$20M	–	36
2021 Q3	$20M	Sell	1,309,240 -925,760	-41%	-$14.1M	0.55%	31
2021 Q2	$46.5M	Buy	2,235,000 +1,470,000	+192%	+$35.2M	1.1%	30
2021 Q1	$18.4M	Sell	765,000 -927,000	-55%	-$26.1M	0.49%	41
2020 Q4	$44.7M	Buy	+1,692,000	New	+$36.6M	1.05%	37

Other funds holding MNSO

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jericho Capital Asset Management's MNSO Position: Q4 2021 in Review

Jericho Capital Asset Management sold out of MINISO (MNSO) in Q4 2021, closing a stake of 1,309,240 shares — an estimated $20M sold.

Jericho Capital Asset Management first reported a position in MNSO in Q4 2020 and held it in 4 quarters. The position peaked at $46.5M in Q2 2021. 59 funds tracked by Wall St. Rank hold MNSO as of Q4 2021.

Jericho Capital Asset Management reported no remaining MINISO position as of Q4 2021 after selling out during the quarter.
Jericho Capital Asset Management sold 1,309,240 MINISO shares in Q4 2021, an estimated $20M.
Jericho Capital Asset Management first reported a position in MINISO in Q4 2020 and held it in 4 quarters.
Jericho Capital Asset Management's MINISO position peaked at $46.5M in Q2 2021.
59 funds tracked by Wall St. Rank held MINISO as of Q4 2021.

Based on Jericho Capital Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.