Tiger Pacific Capital LP Buys Sea, Huazhu Group, Bilibili Inc, Sells New Oriental Education & Technology Group Inc, JD.com Inc, GDS Holdings

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Nov 07, 2019
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Investment company Tiger Pacific Capital LP (Current Portfolio) buys Sea, Huazhu Group, Bilibili Inc, Momo Inc, iQIYI Inc, sells New Oriental Education & Technology Group Inc, JD.com Inc, GDS Holdings, BEST Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Tiger Pacific Capital LP. As of 2019Q3, Tiger Pacific Capital LP owns 15 stocks with a total value of $315 million. These are the details of the buys and sells.

For the details of Tiger Pacific Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/tiger+pacific+capital+lp/current-portfolio/portfolio

These are the top 5 holdings of Tiger Pacific Capital LP
  1. Noah Holdings Ltd (NOAH) - 1,926,353 shares, 17.85% of the total portfolio. Shares added by 8.79%
  2. Alibaba Group Holding Ltd (BABA) - 327,169 shares, 17.36% of the total portfolio.
  3. Bilibili Inc (BILI) - 2,751,643 shares, 12.33% of the total portfolio. Shares added by 25.22%
  4. Yum China Holdings Inc (YUMC) - 520,253 shares, 7.50% of the total portfolio.
  5. iQIYI Inc (IQ) - 1,382,531 shares, 7.08% of the total portfolio. Shares added by 50.64%
New Purchase: Sea Ltd (SE)

Tiger Pacific Capital LP initiated holding in Sea Ltd. The purchase prices were between $30.04 and $37.71, with an estimated average price of $33.59. The stock is now traded at around $30.65. The impact to a portfolio due to this purchase was 6.49%. The holding were 661,248 shares as of .

New Purchase: Huazhu Group Ltd (HTHT)

Tiger Pacific Capital LP initiated holding in Huazhu Group Ltd. The purchase prices were between $29.96 and $38.52, with an estimated average price of $33.7. The stock is now traded at around $37.00. The impact to a portfolio due to this purchase was 3.23%. The holding were 308,336 shares as of .

New Purchase: Momo Inc (MOMO)

Tiger Pacific Capital LP initiated holding in Momo Inc. The purchase prices were between $29.31 and $36.78, with an estimated average price of $34. The stock is now traded at around $37.22. The impact to a portfolio due to this purchase was 2.45%. The holding were 249,721 shares as of .

New Purchase: Trip.com Group Ltd (TCOM)

Tiger Pacific Capital LP initiated holding in Trip.com Group Ltd. The purchase prices were between $29.02 and $40.76, with an estimated average price of $35.17. The stock is now traded at around $35.05. The impact to a portfolio due to this purchase was 0.42%. The holding were 45,000 shares as of .

Added: Bilibili Inc (BILI)

Tiger Pacific Capital LP added to a holding in Bilibili Inc by 25.22%. The purchase prices were between $13.53 and $16.74, with an estimated average price of $15.03. The stock is now traded at around $16.44. The impact to a portfolio due to this purchase was 2.48%. The holding were 2,751,643 shares as of .

Added: iQIYI Inc (IQ)

Tiger Pacific Capital LP added to a holding in iQIYI Inc by 50.64%. The purchase prices were between $16.13 and $21.19, with an estimated average price of $18.4. The stock is now traded at around $17.46. The impact to a portfolio due to this purchase was 2.38%. The holding were 1,382,531 shares as of .

Added: YY Inc (YY)

Tiger Pacific Capital LP added to a holding in YY Inc by 76.69%. The purchase prices were between $51.77 and $72.71, with an estimated average price of $60.82. The stock is now traded at around $63.50. The impact to a portfolio due to this purchase was 1.94%. The holding were 250,900 shares as of .

Added: Baidu Inc (BIDU)

Tiger Pacific Capital LP added to a holding in Baidu Inc by 22.92%. The purchase prices were between $94.35 and $119.35, with an estimated average price of $107.56. The stock is now traded at around $107.36. The impact to a portfolio due to this purchase was 1.31%. The holding were 214,540 shares as of .

Sold Out: JD.com Inc (JD)

Tiger Pacific Capital LP sold out a holding in JD.com Inc. The sale prices were between $26.17 and $32.2, with an estimated average price of $30.23.

Reduced: New Oriental Education & Technology Group Inc (EDU)

Tiger Pacific Capital LP reduced to a holding in New Oriental Education & Technology Group Inc by 40.01%. The sale prices were between $90.53 and $113.66, with an estimated average price of $104.69. The stock is now traded at around $120.97. The impact to a portfolio due to this sale was -3.9%. Tiger Pacific Capital LP still held 191,320 shares as of .

Reduced: GDS Holdings Ltd (GDS)

Tiger Pacific Capital LP reduced to a holding in GDS Holdings Ltd by 45.51%. The sale prices were between $36.14 and $44.25, with an estimated average price of $40.27. The stock is now traded at around $42.60. The impact to a portfolio due to this sale was -2.53%. Tiger Pacific Capital LP still held 255,267 shares as of .

Reduced: BEST Inc (BEST)

Tiger Pacific Capital LP reduced to a holding in BEST Inc by 36.61%. The sale prices were between $4.16 and $5.69, with an estimated average price of $4.99. The stock is now traded at around $5.66. The impact to a portfolio due to this sale was -2.05%. Tiger Pacific Capital LP still held 2,039,258 shares as of .



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