Kylin Management LLC 13F Holdings · last filed Q4 2021
Kylin Management LLC reported 7 securities worth $172.61M in its SEC 13F filing for Q4 2021 (period ended 2021-12-31). Top holdings: JD (25.11%), BEKE (16.97%), DIDIY (14.43%). Among its top 25 positions this quarter: 1 new, 5 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JD | JD.COM INC | $43.3M | 25.11% | 618,616 | Added |
| 2 | BEKE | KE HLDGS INC | $29.3M | 16.97% | 1.5M | Added |
| 3 | DIDIY | DIDI GLOBAL INC | $24.9M | 14.43% | 5.0M | New |
| 4 | TCOM | TRIP COM GROUP LTD | $23.9M | 13.82% | 969,200 | Added |
| 5 | BILI | BILIBILI INC | $22.2M | 12.84% | 477,500 | Added |
| 6 | GDS | GDS HLDGS LTD | $19.6M | 11.35% | 415,404 | Added |
| 7 | DADA | DADA NEXUS LTD | $9.5M | 5.48% | 719,379 | Trimmed |
| 8 | SE | SEA LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2021-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR