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Kylin Management LLC

SEC CIK
0001512384
Latest filing
Feb 14, 2022

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
7
0 vs. Q3 2021
Portfolio value
$172.6M
+$46.8M (+37.2%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Kylin Management LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
JDJD.com, Inc.SPON ADS CL A618,616$43.3M25.1%+132,916+27.4%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,455,642$29.3M17.0%+558,842+62.3%AddedHistory
DIDIYDiDi Global Inc.SPONSORED ADS5,000,060$24.9M14.4%+5,000,060NewHistory
TCOMTrip.com Group LtdADS969,200$23.9M13.8%+582,830+150.8%AddedHistory
BILIBilibili Inc.SPONS ADS REP Z477,500$22.2M12.8%+184,999+63.2%AddedHistory
GDSGDS Holdings LtdSPONSORED ADS415,404$19.6M11.3%+265,504+177.1%AddedHistory
Dada Nexus Ltd23344D108ADS719,379$9.47M5.5%−276,121−27.7%Reduced–

Sold out since Q3 2021 (1)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Kylin Management LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
SESea LtdSPONSORD ADS46,000$14.7M11.7%History