13F HOLDINGS REPORT
Coalescence Partners Investment Management, LP
Quarter ended Q2 2023 · Filed June 20, 2023 · Accession 0000919574-23-003761
Total Value
$79.6M
Positions
8
Other Managers
1
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FUTU HLDGS LTD | FUTU | 150,000 | $13.7M | 17.15% |
| 2 | BILIBILI INC | BLBLF | 204,000 | $13.5M | 16.96% |
| 3 | PINDUODUO INC | PDD | 140,000 | $12.7M | 15.95% |
| 4 | NETEASE INC | NETTF | 120,000 | $10.2M | 12.87% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | NWOEF | 4,300,000 | $8.8M | 11.07% |
| 6 | ZHIHU INC | ZHIHF | 900,000 | $8.3M | 10.44% |
| 7 | JD.COM INC | JDCMF | 110,000 | $7.9M | 9.98% |
| 8 | KRANESHARES TR | 500767306 | 40,000 | $4.4M | 5.58% |