All-Stars Investment Ltd's Q4 2023 13F: 1 position resized, no new positions or exits
Form 13F-HR for the quarter ended Dec 31, 2023 · filed Feb 8, 2024 · 3 reported positions · accession 0001633603-24-000001
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | FULL TRUCK ALLIANCE CO LTD (YMM) | 93.1% | 89.1% | −4.0 pts | −4.03M sh | −11% |
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) | 93.1% | 89.1% | |
| 2 | PDD HOLDINGS INC (PDD) | 4.6% | 7.5% | |
| 3 | TAL EDUCATION GROUP (TAL) | 2.3% | 3.4% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).