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Apoletto Ltd

SEC CIK
0001730494
Latest filing
Nov 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
18
+6 vs. Q3 2021
Portfolio value
$802.7M
+$70.5M (+9.6%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Apoletto Ltd in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
XPEVXpeng Inc.ADS5,567,457$280.2M34.9%−1,003,500−15.3%ReducedHistory
RLXRLX Technology Inc.SPONSORED ADS33,995,474$132.6M16.5%+33,995,474NewHistory
LYELLyell Immunopharma, Inc.COM15,093,969$116.8M14.6%−73,788−0.5%ReducedHistory
ABNBAirbnb, Inc.Stock369,793$61.6M7.7%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A204,625$51.6M6.4%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock2,370,497$42.1M5.2%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock282,364$42.0M5.2%+282,364NewHistory
BOXDBoxed, Inc.COM1,906,327$26.1M3.3%+1,906,327NewHistory
ContextLogic Inc.21077C107COM CL A5,153,194$16.0M2.0%−1,889,926−26.8%Reduced–
CCCCCC Intelligent Solutions Holdings Inc.COM1,060,800$12.1M1.5%+60,800+6.1%AddedHistory
JDJD.com, Inc.SPON ADS CL A72,000$5.04M0.6%+72,000NewHistory
DGNUDragoneer Growth Opportunities Corp. IIICL A ORD500,000$4.88M0.6%+500,000NewHistory
CVTCvent Holding Corp.COMMON STOCK500,000$4.08M0.5%+500,000NewHistory
WDHWaterdrop Inc.ADS2,228,677$3.08M0.4%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS40,000$2.33M0.3%+40,000NewHistory
XYZBlock, Inc.CL A5,767$931.0K0.1%00.0%UnchangedHistory
AVDXAvidXchange Holdings, Inc.COM61,240$922.0K0.1%+61,240NewHistory
LXLexinFintech Holdings Ltd.ADR61,077$236.0K<0.1%00.0%UnchangedHistory

Sold out since Q3 2021 (2)

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

Positions of Apoletto Ltd sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
Dragoneer Growth Oppty CorpG28302105SHS CL A500,000$4.97M0.7%–
DGNUDragoneer Growth Opportunities Corp. IIICOM CL A500,000$4.90M0.7%History