Kylin Management LLC
- SEC CIK
- 0001512384
- Latest filing
- Feb 14, 2022
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 11
- No 13F data for Q4 2020
- Portfolio value
- $341.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 4,574,307 | $64.0M | 18.7% | – | – | History |
| JDJD.com, Inc. | SPON ADS CL A | 723,400 | $61.0M | 17.8% | – | – | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 698,600 | $56.6M | 16.6% | – | – | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 462,600 | $49.5M | 14.5% | – | – | History |
| SESea Ltd | SPONSORD ADS | 155,200 | $34.6M | 10.1% | – | – | History |
| Dada Nexus Ltd23344D108 | ADS | 1,174,500 | $31.9M | 9.3% | – | – | – |
| BEKEKE Holdings Inc. | SPONSORED ADS | 404,500 | $23.0M | 6.7% | – | – | History |
| TMETencent Music Entertainment Group | SPON ADS | 340,000 | $6.97M | 2.0% | – | – | History |
| BIDUBaidu, Inc. | ADR | 27,000 | $5.87M | 1.7% | – | – | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 138,092 | $4.68M | 1.4% | – | – | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26,878 | $3.60M | 1.1% | – | – | History |