SD
Sumway Development Portfolio holdings
AUM
$427M
1-Year Est. Return
43.82%
1 Year Est. Return
+43.82%
AUM
$427M
AUM Growth
+$19.2M
(+4.7%)
Holding
14
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.53M | |
| 3 | +$1.44M | |
| 4 |
JKS
JinkoSolar
JKS
|
+$765K |
| 5 |
MOMO
Hello Group
MOMO
|
+$367K |
Sector Composition
| 1 | Consumer Discretionary | 59.84% |
| 2 | Communication Services | 32.37% |
| 3 | Healthcare | 5.1% |
| 4 | Consumer Staples | 1.58% |
| 5 | Technology | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alibaba
BABA
$387B
| $123M | 28.79% |
711,450
|
|
||
2
Meta Platforms (Facebook)
META
$1.53T
| $120M | 28.07% |
701,148
+9,500
|
|
||
3
Amazon
AMZN
$2.46T
| $112M | 26.17% |
2,323,820
+30,000
|
|
||
4
Tesla
TSLA
$1.4T
| $20.9M | 4.89% |
917,955
+67,500
|
|
||
5
Weibo
WB
$2.58B
| $17.6M | 4.12% |
177,695
|
|
||
6
Intuitive Surgical
ISRG
$187B
| $13.9M | 3.25% |
119,205
|
|
||
7
Regeneron Pharmaceuticals
REGN
$76.9B
| $7.91M | 1.85% |
17,689
|
|
||
8
TAL Education Group
TAL
$6.54B
| $6.73M | 1.58% |
199,530
|
|
||
|
JKS
9
JinkoSolar
JKS
$1.31B
| $4.62M | 1.08% |
185,167
+30,642
|
|
||
10
Iridium Communications
IRDM
$1.99B
| $427K | 0.1% |
41,456
|
|
||
|
MOMO
11
Hello Group
MOMO
$1.07B
| $367K | 0.09% |
+11,720
|
|
||
|
NOAH
12
Noah Holdings
NOAH
$745M
| $121K | 0.03% |
3,769
|
|
||
13
JD.com
JD
$40.3B
| – | – |
-386,661
|
|
||
14
Trip.com Group
TCOM
$39.8B
| – | – |
-289,002
|
|