本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Kaizen Capital Partners Ltd (CIK 1903898) reported $65.7M across 4 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: DADA ($35.8M, 54.50%), YMM ($21.6M, 32.89%), HDB ($6.7M, 10.23%), GRAB ($1.6M, 2.37%), NVDA ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DADA | DADA NEXUS LTD | $35.8M | 54.50% | 10.8M | Trimmed |
| 2 | YMM | FULL TRUCK ALLIANCE CO LTD | $21.6M | 32.89% | 3.1M | New |
| 3 | HDB | HDFC BANK LTD | $6.7M | 10.23% | 100,115 | New |
| 4 | GRAB | GRAB HOLDINGS LTD | $1.6M | 2.37% | 462,578 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 6 | TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2023-12-31