Ivyrock Asset Management (Hk) Ltd Top Holdings and 13F Report (2024) About Ivyrock Asset Management (Hk) LtdInvestment ActivityIvyrock Asset Management (Hk) Ltd has $228.23 million in total holdings as of March 31, 2024.Ivyrock Asset Management (Hk) Ltd owns shares of 22 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 11.30% of the portfolio was sold this quarter.This quarter, Ivyrock Asset Management (Hk) Ltd has purchased 21 new stocks and bought additional shares in 4 stocks.Ivyrock Asset Management (Hk) Ltd sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings PDD $113,043,038ISHARES BITCOIN TRUST ETF $25,926,888Taiwan Semiconductor Manufacturing $19,676,811Tesla $13,104,000Full Truck Alliance $12,750,952 Largest New Holdings this Quarter New Oriental Education & Technology Group $8,759,520 HoldingSPDR Gold Shares $388,896 HoldingLegend Biotech $331,364 HoldingAlibaba Group $328,972 HoldingiQIYI $143,000 Holding Largest Purchases this Quarter New Oriental Education & Technology Group 115,500 shares (about $8.76M)SPDR Gold Shares 1,600 shares (about $388.90K)Legend Biotech 6,800 shares (about $331.36K)Alibaba Group 3,100 shares (about $328.97K)iQIYI 50,000 shares (about $143K) Largest Sales this Quarter Full Truck Alliance 1,427,900 shares (about $12.87M)Tesla 39,100 shares (about $10.23M)PDD 6,800 shares (about $916.71K)Futu 2,000 shares (about $191.30K)Kanzhun 5,200 shares (about $90.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIvyrock Asset Management (Hk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$113,043,038$916,708 ▼-0.8%838,53649.5%Multi-Sector ConglomeratesISHARES BITCOIN TRUST ETF$25,926,888$130,068 ▲0.5%717,60011.4%SHS BEN INTTSMTaiwan Semiconductor Manufacturing$19,676,8110.0%113,3008.6%Computer and TechnologyTSLATesla$13,104,000$10,229,733 ▼-43.8%50,0865.7%Auto/Tires/TrucksYMMFull Truck Alliance$12,750,952$12,865,379 ▼-50.2%1,415,2005.6%Business ServicesCOINCoinbase Global$12,471,7220.0%69,9995.5%Business ServicesBZKanzhun$10,197,472$90,272 ▼-0.9%587,4124.5%Computer and TechnologyEDUNew Oriental Education & Technology Group$8,759,520$8,759,520 ▲New Holding115,5003.8%Consumer DiscretionaryHTHTH World Group$4,643,3410.0%124,8212.0%Consumer DiscretionarySESEA$4,606,4270.0%48,8592.0%Computer and TechnologyMSFTMicrosoft$469,0270.0%1,0900.2%Computer and TechnologyGLDSPDR Gold Shares$388,896$388,896 ▲New Holding1,6000.2%FinanceLEGNLegend Biotech$331,364$331,364 ▲New Holding6,8000.1%MedicalBABAAlibaba Group$328,972$328,972 ▲New Holding3,1000.1%Retail/WholesaleSOWGSow Good$327,343$87,698 ▲36.6%28,0020.1%Consumer DefensiveANSSANSYS$302,699$47,795 ▲18.8%9500.1%Computer and TechnologyFUTUFutu$286,950$191,300 ▼-40.0%3,0000.1%Business ServicesCSCOCisco Systems$239,4900.0%4,5000.1%Computer and TechnologyIQiQIYI$143,000$143,000 ▲New Holding50,0000.1%Consumer DiscretionaryVLNValens Semiconductor$132,000$44,000 ▲50.0%60,0000.1%Computer and TechnologyREREATRenew$50,040$47,260 ▼-48.6%18,0000.0%Business ServicesCANCanaan$48,4800.0%48,0000.0%Computer and TechnologyVRNSVaronis Systems$0$479,700 ▼-100.0%00.0%Computer and TechnologyESTCElastic$0$398,685 ▼-100.0%00.0%Computer and TechnologyIRENIris Energy$0$397,408 ▼-100.0%00.0%Oils/EnergyGOLDBarrick Gold$0$183,480 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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