SNN
Shen Neil Nanpeng Portfolio holdings
AUM
$2.8K
This Quarter Return
-11.42%
1 Year Return
+16.95%
3 Year Return
-75.55%
5 Year Return
-98.51%
10 Year Return
–
AUM
$13.8M
AUM Growth
+$13.8M
(+56%)
Cap. Flow
+$5.2M
Cap. Flow
% of AUM
37.64%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
3
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
ServiceNow
NOW
|
$4.26M |
| 2 |
Vipshop
VIPS
|
$516K |
| 3 |
JD.com
JD
|
$469K |
| 4 |
RKUS
RUCKUS WIRELESS INC COM STK (DE)
RKUS
|
$157K |
Top Sells
| 1 |
Alibaba
BABA
|
$208K |
Sector Composition
| 1 | Technology | 64.91% |
| 2 | Consumer Discretionary | 27.16% |
| 3 | Communication Services | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
QIHU
1
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
| $4.3M | 31.11% |
56,866
| – | – |
|
|
2
ServiceNow
NOW
$190B
| $4.26M | 30.87% |
+69,681
| New | +$4.26M |
|
|
3
Vipshop
VIPS
$8.25B
| $2.66M | 19.29% |
206,786
+40,022
| +24% | +$516K |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $1.1M | 7.93% |
9,600
| – | – |
|
|
5
Alibaba
BABA
$322B
| $617K | 4.47% |
7,810
-2,627
| -25% | -$208K |
|
|
6
JD.com
JD
$44.1B
| $469K | 3.4% |
+17,708
| New | +$469K |
|
7
HubSpot
HUBS
$25.5B
| $248K | 1.8% |
5,688
| – | – |
|
|
RKUS
8
DELISTED
RUCKUS WIRELESS INC COM STK (DE)
RKUS
| $157K | 1.14% |
+16,039
| New | +$157K |
|