KCMH
Kontiki Capital Management (HK) Portfolio holdings
AUM
$1.75B
This Quarter Return
+12.59%
1 Year Return
+54.65%
3 Year Return
+245.92%
5 Year Return
+276.26%
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JD.com
JD
|
$70.9M |
| 2 |
WUBA
58.COM INC
WUBA
|
$38M |
| 3 |
Coty
COTY
|
$31.2M |
| 4 |
KANG
iKang Healthcare Group, Inc.
KANG
|
$5.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 48.77% |
| 2 | Consumer Staples | 21.44% |
| 3 | Healthcare | 3.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
JD.com
JD
$44.8B
| $70.9M | 48.77% |
+1,711,205
| New | +$70.9M |
|
|
WUBA
2
DELISTED
58.COM INC
WUBA
| $38M | 26.16% |
+531,200
| New | +$38M |
|
|
3
Coty
COTY
$3.79B
| $31.2M | 21.44% |
+1,566,300
| New | +$31.2M |
|
|
KANG
4
DELISTED
iKang Healthcare Group, Inc.
KANG
| $5.28M | 3.63% |
+333,913
| New | +$5.28M |
|