Blackcrane Capital, LLC 13F Holdings · last filed Q1 2022
Blackcrane Capital, LLC reported 7 securities worth $16.32M in its SEC 13F filing for Q1 2022 (period ended 2022-03-31). Top holdings: HDB (21.72%), TAK (19.29%), FERG (15.61%). Among its top 25 positions this quarter: 7 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HDB | HDFC BANK LTD-ADR | $3.5M | 21.72% | 57,807 | Trimmed |
| 2 | TAK | TAIWAN SEMICONDUCTOR-SP ADR | $3.1M | 19.29% | 30,201 | Trimmed |
| 3 | FERG | FERGUSON PLC | $2.5M | 15.61% | 18,677 | Trimmed |
| 4 | PROF | PROFOUND MEDICAL CORP | $2.3M | 14.07% | 255,292 | Trimmed |
| 5 | WIX | WIX.COM LTD | $2.3M | 13.85% | 21,643 | Trimmed |
| 6 | NICE | NICE LTD - SPON ADR | $2.2M | 13.22% | 9,855 | Trimmed |
| 7 | RCEL | AVITA THERAPEUTICS INC | $367,000 | 2.25% | 43,324 | Trimmed |
| 8 | ARCE | ARCO PLATFORM LTD - CLASS A | $0 | 0.00% | 0 | Exited |
| 9 | AXNX | AXONICS MODULATION TECHNOLOG | $0 | 0.00% | 0 | Exited |
| 10 | BABA | ALIBABA GROUP HOLDING-SP ADR | $0 | 0.00% | 0 | Exited |
| 11 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 12 | MYOV | MYOVANT SCIENCES LTD | $0 | 0.00% | 0 | Exited |
| 13 | VTEX | VTEX | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR