AnglePoint Asset Management Ltd 13F Holdings

CIK 000317828 · HONG KONG, K3

As of Jun 30, 2023, AnglePoint Asset Management Ltd reported 15 positions worth $99.0M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
MAXEON SOLAR TECHNOLOGIES ORD (NMS)——1,606,593$45.2M45.71%
COUCHBASE INCBASETechnology767,373 2.1M12.27%
ZTO EXPRESS (CAYMAN) INCZTOIndustrials336,602$8.4M8.53%
PDD HOLDINGS INCPDDConsumer Cyclical118,490$8.2M8.28%
FUTU HOLDINGS LTDFUTUFinancial Services177,231$7.0M7.12%
KE HOLDINGS INCBEKEReal Estate337,885$5.0M5.07%
STEM INCSTEMTechnology545,422$3.1M3.15%
DAQO NEW ENERGY CORPDQTechnology64,459$2.6M2.59%
FULL TRUCK ALLIANCE CO LTDYMMTechnology398,981$2.5M2.51%
HESAI GROUPHSAIConsumer Cyclical222,412$2.3M2.37%
VICARIOUS SURGICAL INCRBOTHealthcare534,868$978.8K0.99%
JDCOM INCJDConsumer Cyclical17,061$582.3K0.59%
TESLA INCTSLAConsumer Cyclical2,100$549.7K0.56%
KANZHUN LTDBZIndustrials12,950 94.9K0.20%
TRIPCOM GROUP LTDTCOMIndustrials2,300$80.5K0.08%