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Apoletto Ltd

SEC CIK
0001730494
Latest filing
Nov 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.

Institution overview
Positions
12
+1 vs. Q2 2021
Portfolio value
$732.3M
−$29.6M (−3.9%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Apoletto Ltd in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
XPEVXpeng Inc.ADS6,570,957$233.5M31.9%−198,500−2.9%ReducedHistory
LYELLyell Immunopharma, Inc.COM15,167,757$224.5M30.7%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock2,370,497$99.8M13.6%+2,370,497NewHistory
ABNBAirbnb, Inc.Stock369,793$62.0M8.5%−2,087−0.6%ReducedHistory
COINCoinbase Global, Inc.COM CL A204,625$46.5M6.4%−7,348−3.5%ReducedHistory
LOGCContextLogic Inc.COM CL A7,043,120$38.5M5.3%+1,606,951+29.6%AddedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM1,000,000$10.5M1.4%+1,000,000NewHistory
WDHWaterdrop Inc.ADS2,228,677$5.33M0.7%00.0%UnchangedHistory
Dragoneer Growth Oppty CorpG28302105SHS CL A500,000$4.97M0.7%00.0%Unchanged–
DGNUDragoneer Growth Opportunities Corp. IIICOM CL A500,000$4.90M0.7%+500,000NewHistory
XYZBlock, Inc.CL A5,767$1.38M0.2%00.0%UnchangedHistory
LXLexinFintech Holdings Ltd.ADR61,077$360.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (2)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Apoletto Ltd sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
Dragoneer Growth Opportun CoG28302100COM CL A1,000,000$10.4M1.4%–
RLXRLX Technology Inc.SPONSORED ADS59,998$524.0K0.1%History