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.
Strategic Vision Investment Ltd (CIK 1720887) reported $157.1M across 7 reported positions in its SEC 13F filing for 2024-06-30. Largest positions: QQQ ($50.8M, 32.32%), SPY ($20.1M, 12.82%), FXI ($19.8M, 12.57%), NVDA ($15.8M, 10.06%), EDU ($13.5M, 8.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $50.8M | 32.32% | 106,000 | Added |
| 2 | SPY | SPDR S&P 500 ETF TR | $20.1M | 12.82% | 37,000 | Trimmed |
| 3 | FXI | ISHARES TR | $19.8M | 12.57% | 760,000 | New |
| 4 | NVDA | NVIDIA CORPORATION | $15.8M | 10.06% | 128,000 | Added |
| 5 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $13.5M | 8.57% | 173,300 | Added |
| 6 | MSFT | MICROSOFT CORP | $12.6M | 8.04% | 28,251 | Trimmed |
| 7 | VST | VISTRA CORP | $12.2M | 7.79% | 142,400 | New |
| 8 | FCX | FREEPORT-MCMORAN INC | $4.9M | 3.09% | 100,000 | New |
| 9 | QCOM | QUALCOMM INC | $3.2M | 2.04% | 16,100 | New |
| 10 | HPQ | HP INC | $3.0M | 1.89% | 84,800 | New |
| 11 | BRZE | BRAZE INC | $710,655 | 0.45% | 18,297 | Hold |
| 12 | NOW | SERVICENOW INC | $545,949 | 0.35% | 694 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 14 | NET | CLOUDFLARE INC | $0 | 0.00% | 0 | Exited |
| 15 | COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | Exited |
| 16 | DDOG | DATADOG INC | $0 | 0.00% | 0 | Exited |
| 17 | DASH | DOORDASH INC | $0 | 0.00% | 0 | Exited |
| 18 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 19 | SOXX | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 21 | MSTR | MICROSTRATEGY INC | $0 | 0.00% | 0 | Exited |
| 22 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 23 | SE | SEA LTD | $0 | 0.00% | 0 | Exited |
| 24 | BITX | VOLATILITY SHS TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-06-30