All-Stars Investment Ltd's Q2 2023 13F: 1 position resized, no new positions or exits
Form 13F-HR for the quarter ended Jun 30, 2023 · filed Jul 26, 2023 · 3 reported positions · accession 0001633603-23-000003
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | FULL TRUCK ALLIANCE CO LTD (YMM) | 96.0% | 94.5% | −1.5 pts | −8.67M sh | −20% |
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
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD (YMM) | 96.0% | 94.5% | |
| 2 | PDD HOLDINGS INC (PDD) | 2.8% | 3.8% | |
| 3 | TAL EDUCATION GROUP (TAL) | 1.2% | 1.7% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).