AnglePoint Asset Management Ltd
- SEC CIK
- 0001869683
- Latest filing
- Aug 5, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 15
- +1 vs. Q1 2023
- Portfolio value
- $99.0M
- +$5.65M (+6.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Maxeon Solar Technologies LTY58473102 | SHS | 1,606,593 | $45.2M | 45.7% | +326,245+25.5% | Added | – |
| BASECouchbase, Inc. | COM | 767,373 | $12.1M | 12.3% | +27,384+3.7% | Added | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 336,602 | $8.44M | 8.5% | +196,981+141.1% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 118,490 | $8.19M | 8.3% | −15,210−11.4% | Reduced | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 177,231 | $7.04M | 7.1% | +177,231 | New | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 337,885 | $5.02M | 5.1% | +337,885 | New | History |
| STEMStem, Inc. | CL A | 545,422 | $3.12M | 3.2% | +8,422+1.6% | Added | History |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 64,459 | $2.56M | 2.6% | 00.0% | Unchanged | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 398,981 | $2.48M | 2.5% | +398,981 | New | History |
| HSAIHesai Group | SPONSORED ADS | 222,412 | $2.34M | 2.4% | +107,412+93.4% | Added | History |
| RBOTVicarious Surgical Inc. | COM CL A | 534,868 | $978.8K | 1.0% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 17,061 | $582.3K | 0.6% | +17,061 | New | History |
| TSLATesla, Inc. | Stock | 2,100 | $549.7K | 0.6% | 00.0% | Unchanged | History |
| BZKanzhun Ltd | SPONSORED ADS | 12,950 | $194.9K | 0.2% | −67,888−84.0% | Reduced | History |
| TCOMTrip.com Group Ltd | ADS | 2,300 | $80.5K | 0.1% | +2,300 | New | History |
Sold out since Q1 2023 (4)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| ENPHEnphase Energy, Inc. | Stock | 43,938 | $9.24M | 9.9% | History |
| LILi Auto Inc. | SPONSORED ADS | 226,800 | $5.66M | 6.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,100 | $4.81M | 5.2% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 43,400 | $4.04M | 4.3% | History |