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AnglePoint Asset Management Ltd

SEC CIK
0001869683
Latest filing
Aug 5, 2026

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
20
+4 vs. Q2 2022
Portfolio value
$134.9M
+$49.1M (+57.2%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of AnglePoint Asset Management Ltd in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BEKEKE Holdings Inc.SPONSORED ADS751,848$13.2M9.8%+751,848NewHistory
Maxeon Solar Technologies LTY58473102SHS522,201$12.4M9.2%+522,201New–
BASECouchbase, Inc.COM739,989$10.6M7.8%00.0%UnchangedHistory
TCOMTrip.com Group LtdADS335,480$9.16M6.8%+128,500+62.1%AddedHistory
BZKanzhun LtdSPONSORED ADS462,452$7.81M5.8%+301,354+187.1%AddedHistory
MDBMongoDB, Inc.CL A37,100$7.37M5.5%+37,100NewHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS1,117,228$7.32M5.4%+755,528+208.9%AddedHistory
RUNSunrun Inc.COM262,000$7.23M5.4%+262,000NewHistory
ESTCElastic N.V.ORD SHS95,921$6.88M5.1%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock90,600$6.67M4.9%+36,200+66.5%AddedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A266,860$6.41M4.8%+39,700+17.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR88,000$6.03M4.5%+88,000NewHistory
SESea LtdSPONSORD ADS104,500$5.86M4.3%+60,700+138.6%AddedHistory
DDOGDatadog, Inc.CL A COM64,200$5.70M4.2%+26,400+69.8%AddedHistory
XYZBlock, Inc.CL A95,591$5.26M3.9%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A101,500$5.11M3.8%+44,700+78.7%AddedHistory
ABNBAirbnb, Inc.Stock42,000$4.41M3.3%+42,000NewHistory
SNOWSnowflake Inc.Stock25,572$4.35M3.2%−25,572−50.0%ReducedHistory
RBOTVicarious Surgical Inc.COM CL A534,868$1.79M1.3%00.0%UnchangedHistory
TSLATesla, Inc.Stock5,400$1.43M1.1%−30,900−85.1%ReducedConverted for a 3-for-1 splitHistory

Sold out since Q2 2022 (2)

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

Positions of AnglePoint Asset Management Ltd sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
LILi Auto Inc.SPONSORED ADS159,400$6.11M7.1%History
NIONIO Inc.ADR134,100$2.91M3.4%History