PCM

Primavera Capital Management Portfolio holdings

AUM $622M
1-Year Return 63.08%
This Quarter Return
+2.47%
1 Year Return
+63.08%
3 Year Return
+31.83%
5 Year Return
+31.25%
10 Year Return
AUM
$2.25B
AUM Growth
+$21.2M
Cap. Flow
+$21.2M
Cap. Flow %
0.94%
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
Reduced
Closed

Top Buys

1
XNET
Xunlei
XNET
+$21.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 99.06%
2 Technology 0.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
YUMC icon
1
Yum China
YUMC
$16.1B
$1.24B 55.14%
30,982,892
BABA icon
2
Alibaba
BABA
$370B
$988M 43.92%
5,727,262
XNET
3
Xunlei
XNET
$472M
$21.2M 0.94%
+1,380,500
New +$21.2M