Sequoia China Equity Partners (Hong Kong) Ltd Buys Wolfspeed Inc, KE Holdings Inc, Sells ZTO Express (Cayman) Inc, Taiwan Semiconductor Manufacturing Co, NetEase Inc

Investment company Sequoia China Equity Partners (Hong Kong) Ltd (Current Portfolio) buys Wolfspeed Inc, KE Holdings Inc, sells ZTO Express (Cayman) Inc, Taiwan Semiconductor Manufacturing Co, NetEase Inc, Chindata Group Holdings during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sequoia China Equity Partners (Hong Kong) Ltd. As of 2021Q3, Sequoia China Equity Partners (Hong Kong) Ltd owns 2 stocks with a total value of $47 million. These are the details of the buys and sells.

For the details of Sequoia China Equity Partners (Hong Kong) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/sequoia+china+equity+partners+%28hong+kong%29+ltd/current-portfolio/portfolio

These are the top 5 holdings of Sequoia China Equity Partners (Hong Kong) Ltd
  1. Wolfspeed Inc (WOLF) - 302,026 shares, 51.65% of the total portfolio. New Position
  2. KE Holdings Inc (BEKE) - 1,250,000 shares, 48.35% of the total portfolio. Shares added by 62.38%
  3. NetEase Inc (NTES) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%
  4. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%
  5. ZTO Express (Cayman) Inc (ZTO) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%
New Purchase: Wolfspeed Inc (WOLF)

Sequoia China Equity Partners (Hong Kong) Ltd initiated holding in Wolfspeed Inc. The purchase prices were between $78.36 and $97.45, with an estimated average price of $88.88. The stock is now traded at around $138.120000. The impact to a portfolio due to this purchase was 51.65%. The holding were 302,026 shares as of 2021-09-30.

Added: KE Holdings Inc (BEKE)

Sequoia China Equity Partners (Hong Kong) Ltd added to a holding in KE Holdings Inc by 62.38%. The purchase prices were between $15.64 and $46.95, with an estimated average price of $24.64. The stock is now traded at around $24.170000. The impact to a portfolio due to this purchase was 18.57%. The holding were 1,250,000 shares as of 2021-09-30.

Sold Out: ZTO Express (Cayman) Inc (ZTO)

Sequoia China Equity Partners (Hong Kong) Ltd sold out a holding in ZTO Express (Cayman) Inc. The sale prices were between $25.58 and $31.67, with an estimated average price of $28.74.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Sequoia China Equity Partners (Hong Kong) Ltd sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $108.12 and $124.7, with an estimated average price of $117.53.

Sold Out: NetEase Inc (NTES)

Sequoia China Equity Partners (Hong Kong) Ltd sold out a holding in NetEase Inc. The sale prices were between $78.92 and $114.41, with an estimated average price of $94.71.

Sold Out: Chindata Group Holdings Ltd (CD)

Sequoia China Equity Partners (Hong Kong) Ltd sold out a holding in Chindata Group Holdings Ltd. The sale prices were between $8.03 and $14.69, with an estimated average price of $11.82.



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