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Apoletto Ltd

SEC CIK
0001730494
Latest filing
Nov 14, 2022

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
16
0 vs. Q1 2022
Portfolio value
$361.5M
−$18.5M (−4.9%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Apoletto Ltd in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
XPEVXpeng Inc.ADS4,138,542$131.4M36.3%−157,000−3.7%ReducedHistory
LYELLyell Immunopharma, Inc.COM15,093,969$98.4M27.2%00.0%UnchangedHistory
RLXRLX Technology Inc.SPONSORED ADS28,650,928$61.0M16.9%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock2,370,497$19.5M5.4%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock154,793$13.8M3.8%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A142,000$9.12M2.5%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A117,525$5.53M1.5%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS85,000$5.25M1.5%00.0%UnchangedHistory
DGNUDragoneer Growth Opportunities Corp. IIICL A SHS500,000$4.87M1.3%00.0%UnchangedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM505,461$4.65M1.3%−39,428−7.2%ReducedHistory
WDHWaterdrop Inc.ADS2,228,677$2.85M0.8%00.0%UnchangedHistory
CVTCvent Holding Corp.COMMON STOCK487,500$2.25M0.6%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock30,532$1.96M0.5%00.0%UnchangedHistory
SKILSkillsoft Corp.CL A160,510$565.0K0.2%+160,510NewHistory
XYZBlock, Inc.CL A4,685$288.0K0.1%00.0%UnchangedHistory
LXLexinFintech Holdings Ltd.ADR61,077$136.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Apoletto Ltd sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
BOXDBoxed, Inc.COM1,906,327$19.3M5.1%History