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Library Research Ltd

SEC CIK
0001788330
Latest filing
Feb 9, 2024

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
7
+1 vs. Q2 2021
Portfolio value
$201.2M
+$85.5M (+73.8%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Library Research Ltd in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
COE51Talk Online Education GroupSPONSORED ADR24,737$65.0K<0.1%−21,443−46.4%ReducedHistory
Bright Scholar Ed Hldgs Ltd109199109SPONSORED ADS320,189$919.0K0.5%00.0%Unchanged–
TUYATuya Inc.SPONSERED ADS884,353$8.02M4.0%+56,029+6.8%AddedHistory
BZKanzhun LtdSPONSORED ADS280,683$10.1M5.0%+280,683NewHistory
GDSGDS Holdings LtdSPONSORED ADS950,409$53.8M26.7%+345,600+57.1%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS707,302$64.1M31.9%+707,302NewHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A2,093,853$64.2M31.9%+1,091,469+108.9%AddedHistory

Sold out since Q2 2021 (1)

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

Positions of Library Research Ltd sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
TALTAL Education GroupSPONSORED ADS629,033$15.9M13.7%History