AnglePoint Asset Management Ltd
- SEC CIK
- 0001869683
- Latest filing
- Aug 5, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 14
- +6 vs. Q4 2022
- Portfolio value
- $93.3M
- +$41.4M (+79.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Maxeon Solar Technologies LTY58473102 | SHS | 1,280,348 | $34.0M | 36.4% | +587,187+84.7% | Added | – |
| BASECouchbase, Inc. | COM | 739,989 | $10.4M | 11.1% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 133,700 | $10.1M | 10.9% | +133,700 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 43,938 | $9.24M | 9.9% | +43,938 | New | History |
| LILi Auto Inc. | SPONSORED ADS | 226,800 | $5.66M | 6.1% | +226,800 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,100 | $4.81M | 5.2% | +47,100 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 43,400 | $4.04M | 4.3% | +43,400 | New | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 139,621 | $4.00M | 4.3% | 00.0% | Unchanged | History |
| STEMStem, Inc. | CL A | 537,000 | $3.04M | 3.3% | +537,000 | New | History |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 64,459 | $3.02M | 3.2% | +64,459 | New | History |
| HSAIHesai Group | SPONSORED ADS | 115,000 | $1.78M | 1.9% | +115,000 | New | History |
| BZKanzhun Ltd | SPONSORED ADS | 80,838 | $1.54M | 1.6% | −265,814−76.7% | Reduced | History |
| RBOTVicarious Surgical Inc. | COM CL A | 534,868 | $1.21M | 1.3% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 2,100 | $435.7K | 0.5% | +2,100 | New | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.