13F HOLDINGS REPORT
Point72 Hong Kong Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000899140-23-000428
Total Value
$304.9M
Positions
35
Other Managers
1
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 706,269 | $62.2M | 20.41% |
| 2 | JOYY INC | JOYY | 1,527,556 | $48.3M | 15.83% |
| 3 | PINDUODUO INC | PDD | 451,361 | $36.8M | 12.07% |
| 4 | BAIDU INC | BAIDF | 206,124 | $23.6M | 7.73% |
| 5 | JD.COM INC | JDCMF | 386,225 | $21.7M | 7.11% |
| 6 | VIPSHOP HOLDINGS LIMITED | VIPS | 1,326,432 | $18.1M | 5.93% |
| 7 | 360 DIGITECH INC | QFNHF | 674,434 | $13.7M | 4.50% |
| 8 | NIO INC | NIOIF | 926,400 | $9.0M | 2.96% |
| 9 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 166,400 | $5.8M | 1.90% |
| 10 | ASML HOLDING N V | ASMLF | 10,373 | $5.7M | 1.86% |
| 11 | MINISO GROUP HLDG LTD | MSOGF | 519,838 | $5.6M | 1.83% |
| 12 | LI AUTO INC | LAAOF | 251,400 | $5.1M | 1.68% |
| 13 | META PLATFORMS INC | META | 37,100 | $4.5M | 1.46% |
| 14 | MOBILEYE GLOBAL INC | MBLY | 122,000 | $4.3M | 1.40% |
| 15 | TESLA INC | TSLA | 34,600 | $4.3M | 1.40% |
| 16 | AMBARELLA INC | AMBA | 49,700 | $4.1M | 1.34% |
| 17 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 327,500 | $3.8M | 1.24% |
| 18 | LAUDER ESTEE COS INC | 518439104 | 13,000 | $3.2M | 1.06% |
| 19 | QUALCOMM INC | QCOM | 28,000 | $3.1M | 1.01% |
| 20 | CHINDATA GROUP HLDGS LTD | 16955F107 | 372,544 | $3.0M | 0.97% |
| 21 | NETFLIX INC | NFLX | 9,500 | $2.8M | 0.92% |
| 22 | SITIME CORP | SITM | 25,000 | $2.5M | 0.83% |
| 23 | HIMAX TECHNOLOGIES INC | HIMX | 394,239 | $2.4M | 0.80% |
| 24 | LAS VEGAS SANDS CORP | LVS | 36,569 | $1.8M | 0.58% |
| 25 | TRIP COM GROUP LTD | TRPCF | 48,326 | $1.7M | 0.55% |
| 26 | GDS HLDGS LTD | GDHLF | 68,495 | $1.4M | 0.46% |
| 27 | VNET GROUP INC | VNET | 243,771 | $1.4M | 0.45% |
| 28 | LULULEMON ATHLETICA INC | LULU | 4,020 | $1.3M | 0.42% |
| 29 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 61,000 | $1.1M | 0.36% |
| 30 | QORVO INC | QRVO | 10,365 | $939,491 | 0.31% |
| 31 | LATTICE SEMICONDUCTOR CORP | LSCC | 10,800 | $700,704 | 0.23% |
| 32 | AUTOHOME INC | ATHM | 18,200 | $556,920 | 0.18% |
| 33 | PHOTRONICS INC | PLAB | 19,600 | $329,868 | 0.11% |
| 34 | BLOOM ENERGY CORP | BE | 13,300 | $254,296 | 0.08% |
| 35 | H WORLD GROUP LTD | HWLDF | 413 | $17,519 | 0.01% |