All-Stars Investment Ltd's Q1 2023 13F: 1 exit
Form 13F-HR for the quarter ended Mar 31, 2023 · filed May 10, 2023 · 3 reported positions · accession 0001633603-23-000002
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | PDD HOLDINGS INC (PDD) | 0.4% | 2.8% | +2.4 pts | +110K sh | +647% |
| Exited | NEW ORIENTAL ED & TECHNOLOGY (EDU) | 0.2% | — | −0.2 pts | −22,000 sh | −100% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
Changes in the top 10 this quarter: EDU left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD (YMM) | 98.1% | 96.0% | |
| 2 | PDD HOLDINGS INC (PDD) | 0.4% | 2.8% | |
| 3 | TAL EDUCATION GROUP (TAL) | 1.3% | 1.2% | |
| — | NEW ORIENTAL ED & TECHNOLOGY (EDU) | 0.2% | 0.0% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).