Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LBN Advisers Ltd (CIK 1617878) reported $88.0M across 6 reported positions in its SEC 13F filing for 2015-09-30. Largest positions: VIPS ($32.3M, 36.67%), JD ($25.4M, 28.84%), QIHU ($12.4M, 14.11%), BIDU ($6.9M, 7.83%), KANG ($6.1M, 6.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIPS | VIPSHOP HLDGS LTD | $32.3M | 36.67% | 1.9M | Added |
| 2 | JD | JD COM INC | $25.4M | 28.84% | 973,406 | Added |
| 3 | QIHU | QIHOO 360 TECHNOLOGY CO LTD | $12.4M | 14.11% | 259,500 | New |
| 4 | BIDU | BAIDU INC | $6.9M | 7.83% | 50,100 | Hold |
| 5 | KANG | IKANG HEALTHCARE GROUP INC | $6.1M | 6.99% | 415,300 | Trimmed |
| 6 | VSA | TARENA INTERNATIONAL INC | $4.9M | 5.56% | 516,142 | Trimmed |
| 7 | BITA | BITAUTO HOLDINGS LTD | $0 | 0.00% | 0 | Exited |
| 8 | EDU | NEW ORIENTAL EDUCATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2015-09-30