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Apoletto Ltd

SEC CIK
0001730494
Latest filing
Nov 14, 2022

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
16
0 vs. Q2 2022
Portfolio value
$259.9M
−$101.6M (−28.1%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Apoletto Ltd in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
LYELLyell Immunopharma, Inc.COM15,093,969$110.6M42.6%00.0%UnchangedHistory
XPEVXpeng Inc.ADS3,974,462$47.5M18.3%−164,080−4.0%ReducedHistory
RLXRLX Technology Inc.SPONSORED ADS25,714,146$27.0M10.4%−2,936,782−10.3%ReducedHistory
HOODRobinhood Markets, Inc.Stock2,370,497$23.9M9.2%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock176,529$18.5M7.1%+21,736+14.0%AddedHistory
COINCoinbase Global, Inc.COM CL A117,525$7.58M2.9%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A142,000$7.14M2.7%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS85,000$5.32M2.0%00.0%UnchangedHistory
DGNUDragoneer Growth Opportunities Corp. IIICL A SHS500,000$4.89M1.9%00.0%UnchangedHistory
CVTCvent Holding Corp.COMMON STOCK487,500$2.56M1.0%00.0%UnchangedHistory
WDHWaterdrop Inc.ADS2,228,677$2.43M0.9%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock30,532$1.51M0.6%00.0%UnchangedHistory
SKILSkillsoft Corp.CL A160,843$294.0K0.1%+333+0.2%AddedHistory
XYZBlock, Inc.CL A4,685$258.0K0.1%00.0%UnchangedHistory
LOGCContextLogic Inc.COM CL A308,499$225.0K0.1%+308,499NewHistory
LXLexinFintech Holdings Ltd.ADR61,077$103.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (1)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Apoletto Ltd sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
CCCCCC Intelligent Solutions Holdings Inc.COM505,461$4.65M1.3%History