- New Purchases: SE, HUYA, TME,
- Added Positions: NOAH, GOOS,
- Reduced Positions: GDS, EDU, MOMO, TCOM, BABA, CVNA, MSCI,
- Sold Out: BZUN,
For the details of Kylin Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kylin+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Kylin Management LLC- GDS Holdings Ltd (GDS) - 1,191,300 shares, 16.45% of the total portfolio. Shares reduced by 21.56%
- Alibaba Group Holding Ltd (BABA) - 282,100 shares, 16.02% of the total portfolio. Shares reduced by 7.75%
- MSCI Inc (MSCI) - 165,900 shares, 11.46% of the total portfolio. Shares reduced by 2.58%
- Momo Inc (MOMO) - 1,250,500 shares, 11.21% of the total portfolio. Shares reduced by 16.47%
- New Oriental Education & Technology Group Inc (EDU) - 330,400 shares, 10.72% of the total portfolio. Shares reduced by 19.98%
Kylin Management LLC initiated holding in Sea Ltd. The purchase prices were between $26.7 and $40.22, with an estimated average price of $33.85. The stock is now traded at around $48.49. The impact to a portfolio due to this purchase was 2.27%. The holding were 210,400 shares as of .
New Purchase: HUYA Inc (HUYA)Kylin Management LLC initiated holding in HUYA Inc. The purchase prices were between $16.95 and $25.35, with an estimated average price of $21.06. The stock is now traded at around $21.05. The impact to a portfolio due to this purchase was 1.02%. The holding were 212,000 shares as of .
New Purchase: Tencent Music Entertainment Group (TME)Kylin Management LLC initiated holding in Tencent Music Entertainment Group. The purchase prices were between $11.42 and $14.37, with an estimated average price of $12.82. The stock is now traded at around $13.15. The impact to a portfolio due to this purchase was 0.6%. The holding were 191,800 shares as of .
Added: Noah Holdings Ltd (NOAH)Kylin Management LLC added to a holding in Noah Holdings Ltd by 38.32%. The purchase prices were between $26.75 and $35.9, with an estimated average price of $30.53. The stock is now traded at around $34.19. The impact to a portfolio due to this purchase was 2.41%. The holding were 918,000 shares as of .
Sold Out: Baozun Inc (BZUN)Kylin Management LLC sold out a holding in Baozun Inc. The sale prices were between $32.62 and $45.5, with an estimated average price of $39.46.
Here is the complete portfolio of Kylin Management LLC. Also check out:
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