BFAM Partners (Cayman) Ltd Buys China Biologic Products Holdings Inc, SPDR Gold Trust, JD.com Inc, Sells Alphabet Inc, Bilibili Inc, Baidu Inc

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Jun 05, 2020
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Investment company BFAM Partners (Cayman) Ltd (Current Portfolio) buys China Biologic Products Holdings Inc, SPDR Gold Trust, JD.com Inc, United Microelectronics Corp, sells Alphabet Inc, Bilibili Inc, Baidu Inc, Morgan Stanley China A Share Fund Inc, GDS Holdings during the 3-months ended 2020Q1, according to the most recent filings of the investment company, BFAM Partners (Cayman) Ltd. As of 2020Q1, BFAM Partners (Cayman) Ltd owns 6 stocks with a total value of $106 million. These are the details of the buys and sells.

For the details of BFAM Partners (Cayman) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/bfam+partners+%28cayman%29+ltd/current-portfolio/portfolio

These are the top 5 holdings of BFAM Partners (Cayman) Ltd
  1. Alibaba Group Holding Ltd (BABA) - 250,000 shares, 45.75% of the total portfolio.
  2. NIO Inc (NIO) - 6,000,000 shares, 15.70% of the total portfolio.
  3. China Biologic Products Holdings Inc (CBPO) - 127,195 shares, 12.92% of the total portfolio. New Position
  4. SPDR Gold Trust (GLD) - 92,600 shares, 12.90% of the total portfolio. New Position
  5. JD.com Inc (JD) - 310,100 shares, 11.82% of the total portfolio. New Position
New Purchase: China Biologic Products Holdings Inc (CBPO)

BFAM Partners (Cayman) Ltd initiated holding in China Biologic Products Holdings Inc. The purchase prices were between $107.93 and $117.44, with an estimated average price of $114.97. The stock is now traded at around $109.64. The impact to a portfolio due to this purchase was 12.92%. The holding were 127,195 shares as of .

New Purchase: SPDR Gold Trust (GLD)

BFAM Partners (Cayman) Ltd initiated holding in SPDR Gold Trust. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $161.28. The impact to a portfolio due to this purchase was 12.9%. The holding were 92,600 shares as of .

New Purchase: JD.com Inc (JD)

BFAM Partners (Cayman) Ltd initiated holding in JD.com Inc. The purchase prices were between $35.23 and $44.62, with an estimated average price of $39.92. The stock is now traded at around $56.52. The impact to a portfolio due to this purchase was 11.82%. The holding were 310,100 shares as of .

New Purchase: United Microelectronics Corp (UMC)

BFAM Partners (Cayman) Ltd initiated holding in United Microelectronics Corp. The purchase prices were between $2.16 and $2.81, with an estimated average price of $2.53. The stock is now traded at around $2.69. The impact to a portfolio due to this purchase was 0.91%. The holding were 447,763 shares as of .

Sold Out: Alphabet Inc (GOOGL)

BFAM Partners (Cayman) Ltd sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.

Sold Out: Bilibili Inc (BILI)

BFAM Partners (Cayman) Ltd sold out a holding in Bilibili Inc. The sale prices were between $18.62 and $28.69, with an estimated average price of $24.1.

Sold Out: Baidu Inc (BIDU)

BFAM Partners (Cayman) Ltd sold out a holding in Baidu Inc. The sale prices were between $83.62 and $144.51, with an estimated average price of $122.37.

Sold Out: Morgan Stanley China A Share Fund Inc (CAF)

BFAM Partners (Cayman) Ltd sold out a holding in Morgan Stanley China A Share Fund Inc. The sale prices were between $16.04 and $22.45, with an estimated average price of $20.03.

Sold Out: GDS Holdings Ltd (GDS)

BFAM Partners (Cayman) Ltd sold out a holding in GDS Holdings Ltd. The sale prices were between $48.22 and $63.17, with an estimated average price of $55.74.

Sold Out: Melco Resorts and Entertainment Ltd (MLCO)

BFAM Partners (Cayman) Ltd sold out a holding in Melco Resorts and Entertainment Ltd. The sale prices were between $12.26 and $25.13, with an estimated average price of $19.32.



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