BOYU CAPITAL INVESTMENT MANAGEMENT CO LTD
Q4 2020 Form 13-F
HONG KONG, HONG KONG
CIK 0001844799
· Institutional investment manager
$544.1M Reported Value Total
Reported value
$544.1M
Quarter over quarter
0.0%
Holdings
7
Top-10 concentration
99.5%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Ruofan Fang
Director
Filing Navigation
13F Metrics
Loading 13F Metrics
Q4 2020 13F record
Q4 2020 13F filing summary
| Period of report | December 31, 2020 |
|---|---|
| Filed | February 17, 2021 |
| Form | 13F-HR |
| Reported value | $544.1M |
| Positions | 7 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 99.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q1 2022 13F
Filed May 13, 2022
|
1 | $110.5M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
1 | $116.8M |
|
Q3 2021 13F
Filed Nov 12, 2021
|
2 | $157.1M |
|
Q2 2021 13F
Filed Aug 13, 2021
|
4 | $203.2M |
|
Q1 2021 13F
Filed May 17, 2021
|
2 | $495.9M |
|
Q4 2020 13F
Filed Feb 17, 2021
|
7 | $544.1M |
Top 11 holdings · Q4 2020
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BILI BILIBILI INC | $269.5M | 49.53% |
| 2 | PDD 0 12/01/25 PINDUODUO INC | $123.7M | 22.74% |
| 3 | PDD PINDUODUO INC | $65.1M | 11.96% |
| 4 | IQ 3.75 12/01/23 IQIYI INC | $30.4M | 5.58% |
| 5 | JOYY 0.75 06/15/25 YY INC | $12.1M | 2.23% |
| 6 | YSGXXXX YATSEN HLDG LTD | $11.8M | 2.18% |
| 7 | VIE VIELA BIO INC | $10.8M | 1.98% |
| 8 | MNSO MINISO GROUP HLDG LTD | $8.7M | 1.6% |
| 9 | IQ 2 04/01/25 IQIYI INC | $6.0M | 1.1% |
| 10 | VNET 21VIANET GROUP INC | $3.5M | 0.64% |
| 11 | STAA STAAR SURGICAL CO | $2.5M | 0.46% |
Values as reported on the Q4 2020 Form 13F. Every position is in the holdings table below.