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Library Research 13F Portfolio

Portfolio Manager
Library Research Ltd
Performance
0% (N/A)
AUM (13F)
$58.13M
# of Holdings
3
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q4 2023

Library Research Ltd Holdings Map

Top 3 Library Research Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PDD
PDD Holdings Inc
89.94%357.3K$52.3M
+0.00%(+0)
2022-Q4: 357.3K shares2023-Q1: 357.3K shares2023-Q2: 357.3K shares2023-Q3: 357.3K shares2023-Q4: 357.3K shares2023-12-31
GDS
GDS Holdings Ltd
8.75%557.7K$5.1M
-24.74%(-183.28K)
2022-Q4: 786.2K shares2023-Q1: 786.2K shares2023-Q2: 741.0K shares2023-Q3: 741.0K shares2023-Q4: 557.7K shares2023-12-31
BZ
Kanzhun Ltd
1.31%45.9K$762K
+0.00%(+0)
2022-Q4: 45.9K shares2023-Q1: 45.9K shares2023-Q2: 45.9K shares2023-Q3: 45.9K shares2023-Q4: 45.9K shares2023-12-31

About Library Research Ltd’s portfolio

Library Research Ltd reports $58.13M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are PDD (89.9%), GDS (8.8%) and BZ (1.3%). Figures reflect the Q4 2023 filing.

Portfolio concentration

Portfolio concentration
PDD — 89.9% ($52.28M)GDS — 8.8% ($5.09M)BZ — 1.3% ($762.1K)
100%in top 3
  • PDD89.9%
  • GDS8.8%
  • BZ1.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
GDSGDS Holdings Ltd-24.7%

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Source filings

Holdings on this page are parsed from Library Research Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1788330). View Library Research Ltd’s 13F filings on SEC

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