LA

LBN Advisers Portfolio holdings

AUM $88M
1-Year Est. Return 35.99%
This Quarter Est. Return
1 Year Est. Return
-35.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$28.5M
3
+$12M
4
EDU icon
New Oriental
EDU
+$8.89M
5
KANG
iKang Healthcare Group, Inc.
KANG
+$3.25M

Top Sells

1
+$22.1M
2
+$13.3M
3
+$4.67M

Sector Composition

1 Consumer Discretionary 50.96%
2 Consumer Staples 21.87%
3 Communication Services 8.92%
4 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JD icon
1
JD.com
JD
$46.9B
$28.5M 25.51%
+836,532
VIPS icon
2
Vipshop
VIPS
$9.27B
$28.5M 25.45%
+1,279,300
VSA
3
VisionSys AI
VSA
$120M
$15.6M 13.92%
245,946
-73,774
BITA
4
DELISTED
Bitauto Holdings Limited
BITA
$12M 10.74%
+235,200
BIDU icon
5
Baidu
BIDU
$41.3B
$9.97M 8.92%
50,100
-111,000
EDU icon
6
New Oriental
EDU
$9.04B
$8.89M 7.95%
+362,700
KANG
7
DELISTED
iKang Healthcare Group, Inc.
KANG
$8.4M 7.51%
434,200
+168,100
JOYY
8
JOYY Inc
JOYY
$2.93B
– –
-243,850