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.
SPQ Asia Capital Ltd (CIK 1668016) reported $37.7M across 6 reported positions in its SEC 13F filing for 2017-09-30. Largest positions: BABA ($11.8M, 31.41%), TAL ($8.4M, 22.34%), BZUN ($8.3M, 22.06%), MOMO ($6.4M, 17.03%), EDU ($2.4M, 6.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $11.8M | 31.41% | 68,600 | Trimmed |
| 2 | TAL | TAL ED GROUP | $8.4M | 22.34% | 250,000 | Added |
| 3 | BZUN | BAOZUN INC | $8.3M | 22.06% | 254,000 | Trimmed |
| 4 | MOMO | MOMO INC | $6.4M | 17.03% | 205,000 | Trimmed |
| 5 | EDU | NEW ORIENTAL ED & TECH GRP I | $2.4M | 6.26% | 26,748 | Added |
| 6 | VNET | 21VIANET GROUP INC | $341,000 | 0.90% | 60,000 | Trimmed |
| 7 | CBPO | CHINA BIOLOGIC PRODS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-09-30