LR
Library Research Portfolio holdings
AUM
$58.1M
1-Year Est. Return
41.17%
1 Year Est. Return
+41.17%
AUM
$58.1M
AUM Growth
-$11.1M
(-16%)
Holding
4
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 89.94% |
| 2 | Technology | 8.75% |
| 3 | Communication Services | 1.31% |
| 4 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Pinduoduo
PDD
$182B
| $52.3M | 89.94% |
357,302
|
|
||
2
GDS Holdings
GDS
$6.27B
| $5.09M | 8.75% |
557,685
-183,284
|
|
||
3
Kanzhun
BZ
$10.1B
| $762K | 1.31% |
45,883
|
|
||
4
ZTO Express
ZTO
$15.1B
| – | – |
-1,048,572
|
|