BOYU CAPITAL INVESTMENT MANAGEMENT CO LTD
Q4 2021 Form 13-F
HONG KONG, HONG KONG
CIK 0001844799
· Institutional investment manager
$116.8M Reported Value Total
Reported value
$116.8M
Quarter over quarter
-5.9%
Holdings
1
Top-10 concentration
100.0%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Ruofan Fang
Director
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13F Metrics
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | February 14, 2022 |
| Form | 13F-HR |
| Reported value | $116.8M |
| Positions | 1 |
| Change in reported value | -25.7% |
| New positions | 0 |
| Exited positions | 2 |
| Position turnover | 66.7% |
| Top-10 concentration | 100.0% |
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 4 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | PDD 0 12/01/25 PINDUODUO INC | $90.7M | 77.69% |
| 2 | JOYY 0.75 06/15/25 YY INC | $11.0M | 9.44% |
| 3 | BILI BILIBILI INC | $10.1M | 8.62% |
| 4 | IQ 2 04/01/25 IQIYI INC | $5.0M | 4.24% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.