LR

Library Research Portfolio holdings

AUM $58.1M
This Quarter Return
-19.39%
1 Year Return
+41.17%
3 Year Return
-22.43%
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
Cap. Flow
+$112M
Cap. Flow %
55.58%
Top 10 Hldgs %
100%
Holding
8
New
2
Increased
3
Reduced
1
Closed
1

Top Buys

1
PDD icon
Pinduoduo
PDD
$64.1M
2
ZTO icon
ZTO Express
ZTO
$33.5M
3
GDS icon
GDS Holdings
GDS
$19.6M
4
BZ icon
Kanzhun
BZ
$10.1M
5
TUYA
Tuya Inc
TUYA
$508K

Top Sells

1
TAL icon
TAL Education Group
TAL
$15.9M
2
COE
51Talk Online Education Group
COE
$56.3K

Sector Composition

1 Industrials 31.9%
2 Consumer Discretionary 31.87%
3 Technology 30.72%
4 Communication Services 5.02%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$14.6B
$64.2M 31.9%
2,093,853
+1,091,469
+109% +$33.5M
PDD icon
2
Pinduoduo
PDD
$171B
$64.1M 31.87%
+707,302
New +$64.1M
GDS icon
3
GDS Holdings
GDS
$6.62B
$53.8M 26.74%
950,409
+345,600
+57% +$19.6M
BZ icon
4
Kanzhun
BZ
$10.8B
$10.1M 5.02%
+280,683
New +$10.1M
TUYA
5
Tuya Inc
TUYA
$1.62B
$8.02M 3.99%
884,353
+56,029
+7% +$508K
BEDU
6
Bright Scholar Education Holdings
BEDU
$52M
$919K 0.46%
320,189
– –
COE
7
51Talk Online Education Group
COE
$208M
$65K 0.03%
24,737
-21,443
-46% -$56.3K
TAL icon
8
TAL Education Group
TAL
$6.46B
– –
-629,033
Closed -$15.9M