Ivyrock Asset Management (Hk) Ltd Top Holdings and 13F Report (2024) About Ivyrock Asset Management (Hk) LtdInvestment ActivityIvyrock Asset Management (Hk) Ltd has $226.48 million in total holdings as of March 31, 2024.Ivyrock Asset Management (Hk) Ltd owns shares of 23 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 16.77% of the portfolio was purchased this quarter.About 12.52% of the portfolio was sold this quarter.This quarter, Ivyrock Asset Management (Hk) Ltd has purchased 22 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 $90,233,289ISHARES BITCOIN TRUST ETF $32,498,430Taiwan Semiconductor Manufacturing $22,375,617Tesla $19,701,738Canadian Solar $15,440,120 Largest New Holdings this Quarter Canadian Solar $15,440,120 HoldingSummit Therapeutics $2,972,025 HoldingNVIDIA CORPORATION $1,356,000 HoldingMINISO Group $382,240 HoldingZETA GLOBAL HOLDINGS CORP $233,870 Holding Largest Purchases this Quarter Canadian Solar 1,388,500 shares (about $15.44M)PDD 91,800 shares (about $8.90M)Legend Biotech 260,300 shares (about $8.47M)Summit Therapeutics 166,500 shares (about $2.97M)NVIDIA CORPORATION 1,356,000 shares (about $1.36M) Largest Sales this Quarter ISHARES BITCOIN TRUST ETF 105,000 shares (about $5.57M)Full Truck Alliance 392,100 shares (about $4.24M)Tesla 1,300 shares (about $524.99K)New Oriental Education & Technology Group 7,500 shares (about $481.35K)Kanzhun 5,400 shares (about $74.52K) 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$90,233,289$8,903,682 ▲10.9%930,33639.8%Retail/WholesaleISHARES BITCOIN TRUST ETF$32,498,430$5,570,250 ▼-14.6%612,60014.3%SHS BEN INTTSMTaiwan Semiconductor Manufacturing$22,375,6170.0%113,3009.9%Computer and TechnologyTSLATesla$19,701,738$524,992 ▼-2.6%48,7868.7%Auto/Tires/TrucksCSIQCanadian Solar$15,440,120$15,440,120 ▲New Holding1,388,5006.8%Oils/EnergyYMMFull Truck Alliance$11,069,942$4,242,522 ▼-27.7%1,023,1004.9%Business ServicesLEGNLegend Biotech$8,691,434$8,470,162 ▲3,827.9%267,1003.8%MedicalBZKanzhun$8,031,766$74,520 ▼-0.9%582,0123.5%Computer and TechnologyEDUNew Oriental Education & Technology Group$6,931,440$481,350 ▼-6.5%108,0003.1%Consumer DiscretionaryHTHTH World Group$4,122,8380.0%124,8211.8%Consumer DiscretionarySMMTSummit Therapeutics$2,972,025$2,972,025 ▲New Holding166,5001.3%MedicalNVIDIA CORPORATION$1,356,000$1,356,000 ▲New Holding1,356,0000.6%PUTGLDSPDR Gold Shares$581,112$193,704 ▲50.0%2,4000.3%FinanceMSFTMicrosoft$459,4350.0%1,0900.2%Computer and TechnologyMNSOMINISO Group$382,240$382,240 ▲New Holding16,0000.2%Retail/WholesaleANSSANSYS$320,4640.0%9500.1%Computer and TechnologyCSCOCisco Systems$266,4000.0%4,5000.1%Computer and TechnologyBABAAlibaba Group$262,8490.0%3,1000.1%Retail/WholesaleZETA GLOBAL HOLDINGS CORP$233,870$233,870 ▲New Holding13,0000.1%CL AFUTUFutu$223,972$15,998 ▼-6.7%2,8000.1%Business ServicesVLNValens Semiconductor$156,0000.0%60,0000.1%Computer and TechnologyIQiQIYI$120,600$20,100 ▲20.0%60,0000.1%Computer and TechnologyREREATRenew$51,8400.0%18,0000.0%Business ServicesCOINCoinbase Global$0$12,471,722 ▼-100.0%00.0%FinanceSESEA$0$4,606,427 ▼-100.0%00.0%Computer and TechnologySOWGSow Good$0$327,343 ▼-100.0%00.0%Consumer DefensiveCANCanaan$0$48,480 ▼-100.0%00.0%Computer and TechnologyShowing 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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