Kylin Management LLC
- SEC CIK
- 0001512384
- Latest filing
- Feb 14, 2022
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 7
- −1 vs. Q2 2021
- Portfolio value
- $125.8M
- −$120.2M (−48.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JDJD.com, Inc. | SPON ADS CL A | 485,700 | $35.1M | 27.9% | −145,815−23.1% | Reduced | History |
| Dada Nexus Ltd23344D108 | ADS | 995,500 | $19.9M | 15.9% | −168,074−14.4% | Reduced | – |
| BILIBilibili Inc. | SPONS ADS REP Z | 292,501 | $19.4M | 15.4% | +17,501+6.4% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 896,800 | $16.4M | 13.0% | +82,836+10.2% | Added | History |
| SESea Ltd | SPONSORD ADS | 46,000 | $14.7M | 11.7% | −78,200−63.0% | Reduced | History |
| TCOMTrip.com Group Ltd | ADS | 386,370 | $11.9M | 9.4% | +386,370 | New | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 149,900 | $8.49M | 6.7% | −354,740−70.3% | Reduced | History |
Sold out since Q2 2021 (2)
Positions held at the end of Q2 2021 that are gone from this filing.