Prime Capital Management Co Ltd recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
UNIT 2303 LOW BLOCK GRAND MILLENNIUM PLZ HONG KONG, K3 00000
As of the latest 13F report, the guru’s equity portfolio contained 6 stocks valued at a total of $112.00Mil. The top holdings were SNOW(33.01%), NVDA(18.10%), and DASH(17.79%).
According to GuruFocus data, these were Prime Capital Management Co Ltd’s top five trades of the quarter.
Snowflake Inc
During the quarter, Prime Capital Management Co Ltd bought 228,328 shares of NYSE:SNOW for a total holding of 265,636. The trade had a 28.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $159.54.
On 08/15/2022, Snowflake Inc traded for a price of $170.44 per share and a market cap of $54.22Bil. The stock has returned -41.53% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Snowflake Inc has a price-book ratio of 9.93, a EV-to-Ebitda ratio of -75.38 and a price-sales ratio of 37.01.
NVIDIA Corp
The guru established a new position worth 133,656 shares in NAS:NVDA, giving the stock a 18.1% weight in the equity portfolio. Shares traded for an average price of $190.07 during the quarter.
On 08/15/2022, NVIDIA Corp traded for a price of $190.32 per share and a market cap of $475.80Bil. The stock has returned -5.65% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, NVIDIA Corp has a price-earnings ratio of 51.01, a price-book ratio of 18.12, a price-earnings-to-growth (PEG) ratio of 1.59, a EV-to-Ebitda ratio of 41.78 and a price-sales ratio of 16.35.
The price-to-GF Value ratio is 0.74, earning the stock a GF Value rank of 10.
Kanzhun Ltd
The guru sold out of their 1,686,405-share investment in NAS:BZ. Previously, the stock had a 17.88% weight in the equity portfolio. Shares traded for an average price of $22.25 during the quarter.
On 08/15/2022, Kanzhun Ltd traded for a price of $22.17 per share and a market cap of $9.64Bil. The stock has returned -40.02% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Kanzhun Ltd has a price-book ratio of 5.68, a EV-to-Ebitda ratio of -58.66 and a price-sales ratio of 6.30.
ZTO Express (Cayman) Inc
The guru sold out of their 1,347,754-share investment in NYSE:ZTO. Previously, the stock had a 14.34% weight in the equity portfolio. Shares traded for an average price of $25.61 during the quarter.
On 08/15/2022, ZTO Express (Cayman) Inc traded for a price of $26.86 per share and a market cap of $21.75Bil. The stock has returned -1.29% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, ZTO Express (Cayman) Inc has a price-earnings ratio of 27.30, a price-book ratio of 2.85, a price-earnings-to-growth (PEG) ratio of 1.74, a EV-to-Ebitda ratio of 20.94 and a price-sales ratio of 4.37.
The price-to-GF Value ratio is 0.71, earning the stock a GF Value rank of 8.
Full Truck Alliance Co Ltd
The guru sold out of their 4,610,251-share investment in NYSE:YMM. Previously, the stock had a 13.09% weight in the equity portfolio. Shares traded for an average price of $6.8 during the quarter.
On 08/15/2022, Full Truck Alliance Co Ltd traded for a price of $7.38 per share and a market cap of $8.18Bil. The stock has returned -33.03% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 2 out of 10.
In terms of valuation, Full Truck Alliance Co Ltd has a price-book ratio of 1.58, a EV-to-Ebitda ratio of -7.45 and a price-sales ratio of 6.38.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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