KCMH

Kontiki Capital Management (HK) Portfolio holdings

AUM $1.75B
1-Year Est. Return 54.65%
This Quarter Est. Return
1 Year Est. Return
+54.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$21.6M
3 +$18M
4
WUBA
58.com Inc
WUBA
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 63.78%
2 Communication Services 18.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$61.1M 22.4%
2,224,451
+788,230
2
$60.7M 22.27%
2,326,705
+690,900
3
$52.1M 19.1%
1,400,876
+723,476
4
$49.1M 18.02%
667,370
+136,170
5
$38.8M 14.22%
1,138,004
6
$10.8M 3.98%
301,392