13F HOLDINGS REPORT
Point72 Hong Kong Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003101
Total Value
$410.4M
Positions
34
Other Managers
1
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 958,495 | $97.9M | 23.87% |
| 2 | BAIDU INC | BAIDF | 371,411 | $56.1M | 13.66% |
| 3 | KE HLDGS INC | BEKE | 1,978,621 | $37.3M | 9.08% |
| 4 | JOYY INC | JOYY | 1,119,771 | $34.9M | 8.51% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 658,216 | $25.4M | 6.19% |
| 6 | 360 DIGITECH INC | QFNHF | 1,071,564 | $20.8M | 5.07% |
| 7 | FUTU HLDGS LTD | FUTU | 384,367 | $19.9M | 4.86% |
| 8 | ZHIHU INC | ZHIHF | 11,967,213 | $15.2M | 3.70% |
| 9 | NVIDIA CORPORATION | NVDA | 40,600 | $11.3M | 2.75% |
| 10 | GAOTU TECHEDU INC | GOTU | 2,581,333 | $10.9M | 2.65% |
| 11 | PDD HOLDINGS INC | PDD | 134,400 | $10.2M | 2.49% |
| 12 | H WORLD GROUP LTD | HWLDF | 146,516 | $7.2M | 1.75% |
| 13 | TRIP COM GROUP LTD | TRPCF | 179,622 | $6.8M | 1.65% |
| 14 | WESTERN DIGITAL CORP. | WDC | 165,100 | $6.2M | 1.52% |
| 15 | DAQO NEW ENERGY CORP | DQ | 129,585 | $6.1M | 1.48% |
| 16 | MINISO GROUP HLDG LTD | MSOGF | 276,157 | $4.9M | 1.19% |
| 17 | INTEL CORP | INTC | 135,889 | $4.4M | 1.08% |
| 18 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 380,000 | $3.6M | 0.87% |
| 19 | ASML HOLDING N V | ASMLF | 5,200 | $3.5M | 0.86% |
| 20 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 120,327 | $3.2M | 0.77% |
| 21 | STMICROELECTRONICS N V | STMEF | 56,600 | $3.0M | 0.74% |
| 22 | HESAI GROUP | HSIGF | 182,717 | $2.8M | 0.69% |
| 23 | ACM RESH INC | 00108J109 | 241,500 | $2.8M | 0.69% |
| 24 | AEHR TEST SYS | AEHR | 85,500 | $2.7M | 0.65% |
| 25 | UNIVERSAL DISPLAY CORP | OLED | 16,300 | $2.5M | 0.62% |
| 26 | DELL TECHNOLOGIES INC | DELL | 55,000 | $2.2M | 0.54% |
| 27 | SYNAPTICS INC | SYNA | 18,400 | $2.0M | 0.50% |
| 28 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 122,140 | $1.9M | 0.47% |
| 29 | BLOOM ENERGY CORP | BE | 78,265 | $1.6M | 0.38% |
| 30 | PHOTRONICS INC | PLAB | 69,700 | $1.2M | 0.28% |
| 31 | RLX TECHNOLOGY INC | RLX | 358,300 | $1.0M | 0.25% |
| 32 | LI AUTO INC | LAAOF | 23,300 | $581,335 | 0.14% |
| 33 | GDS HLDGS LTD | GDHLF | 6,304 | $117,633 | 0.03% |
| 34 | NIO INC | NIOIF | 11,100 | $116,661 | 0.03% |