- New Purchases: BILI,
- Added Positions: BSTI,
- Reduced Positions: BZUN,
- Sold Out: QCOM, TAL, EDU, SFIX, WB,
For the details of WIM Asset Management (HK) Ltd's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=WIM+Asset+Management+%28HK%29+Ltd
These are the top 5 holdings of WIM Asset Management (HK) Ltd- Alibaba Group Holding Ltd (BABA) - 321,100 shares, 35.04% of the total portfolio.
- Alphabet Inc (GOOG) - 36,730 shares, 29.03% of the total portfolio.
- Netflix Inc (NFLX) - 45,849 shares, 11.36% of the total portfolio.
- BEST Inc (BSTI) - 2,092,285 shares, 8.2% of the total portfolio. Shares added by 10.24%
- Pinduoduo Inc (PDD) - 250,000 shares, 4.35% of the total portfolio.
WIM Asset Management (HK) Ltd initiated holding in Bilibili Inc. The purchase prices were between $10.27 and $14.43, with an estimated average price of $12.48. The stock is now traded at around $13.95. The impact to a portfolio due to this purchase was 1.3%. The holding were 146,157 shares as of 2018-09-30.
Sold Out: Qualcomm Inc (QCOM)WIM Asset Management (HK) Ltd sold out a holding in Qualcomm Inc. The sale prices were between $55.33 and $75.09, with an estimated average price of $65.69.
Sold Out: TAL Education Group (TAL)WIM Asset Management (HK) Ltd sold out a holding in TAL Education Group. The sale prices were between $24.99 and $41.15, with an estimated average price of $32.31.
Sold Out: New Oriental Education & Technology Group Inc (EDU)WIM Asset Management (HK) Ltd sold out a holding in New Oriental Education & Technology Group Inc. The sale prices were between $67.58 and $98.13, with an estimated average price of $82.93.
Sold Out: Stitch Fix Inc (SFIX)WIM Asset Management (HK) Ltd sold out a holding in Stitch Fix Inc. The sale prices were between $26.43 and $51.19, with an estimated average price of $36.35.
Sold Out: Weibo Corp (WB)WIM Asset Management (HK) Ltd sold out a holding in Weibo Corp. The sale prices were between $68.72 and $90.97, with an estimated average price of $80.45.
Reduced: Baozun Inc (BZUN)WIM Asset Management (HK) Ltd reduced to a holding in Baozun Inc by 83.64%. The sale prices were between $44.41 and $64.22, with an estimated average price of $54.16. The stock is now traded at around $40.00. The impact to a portfolio due to this sale was -9.76%. WIM Asset Management (HK) Ltd still held 75,098 shares as of 2018-09-30.
Here is the complete portfolio of WIM Asset Management (HK) Ltd. Also check out:
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3. WIM Asset Management (HK) Ltd's High Yield stocks
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