Kaizen Capital Partners Ltd 13F Holdings · last filed Q4 2023
Kaizen Capital Partners Ltd reported 4 securities worth $65.67M in its SEC 13F filing for Q4 2023 (period ended 2023-12-31). Top holdings: DADA (54.50%), YMM (32.89%), HDB (10.23%). Among its top 25 positions this quarter: 2 new, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DADA | DADA NEXUS LTD | $35.8M | 54.50% | 10.8M | Trimmed |
| 2 | YMM | FULL TRUCK ALLIANCE CO LTD | $21.6M | 32.89% | 3.1M | New |
| 3 | HDB | HDFC BANK LTD | $6.7M | 10.23% | 100,115 | New |
| 4 | GRAB | GRAB HOLDINGS LTD | $1.6M | 2.37% | 462,578 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 6 | TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2023-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR