Vault-13

Library Research Ltd

HONG KONG, K3 · CIK 1788330 · 13F filing filed 2024-02-09

SEC-registered investment adviser since 2019 · other (specify)

As an employer

$58.1m reported value -16.0% vs Q3 2023
3positions
100.0%in top 10
0 new 0 added 1 reduced 1 sold out vs Q3 2023

Holdings, Q4 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 PDD HOLDINGS INC SPONSORED ADS PDD PDD 357,302 $52.3m89.94% 89.94% UnchangedShares held: Q1 2023 357.3k, Q2 2023 357.3k, Q3 2023 357.3k, Q4 2023 357.3k
2 GDS HLDGS LTD SPONSORED ADS GDS GDS 557,685 $5.1m8.75% 8.75% ReducedShares held: Q1 2023 786.2k, Q2 2023 741.0k, Q3 2023 741.0k, Q4 2023 557.7k -183.3k -183,284 -24.7%
3 KANZHUN LIMITED SPONSORED ADS BZ BZ 45,883 $762.1k1.31% 1.31% UnchangedShares held: Q1 2023 45.9k, Q2 2023 45.9k, Q3 2023 45.9k, Q4 2023 45.9k

Sold out since Q3 2023

SecurityTickerShares held beforeValue then
ZTO EXPRESS CAYMAN INC ZTO ZTO 1,048,572 $25.3m1.0m shares