1211-HK

1211-HK

1211-HK

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q3 Sep 30, 2024 FCL Capital 10.0% 10.0% 1211 HK, 2020 HK, GOOGL, MC.PA, MTCH, PDD, TSLA, UBER AI, China, dividends, Electric Vehicles, Investment Philosophy, Stimulus, technology, value MTCH
PDD
UBER
2026 Q2 Jul 9, 2026 Tectonic Investors 25.3% - 1211 HK, 5GN.AX, GMD.AX, IBKR, SE, SFR.AX, WGX.AX AI, Australia, commodities, Copper, Data centers, gold, Resources, technology 5GN.AX
1211.HK
WGX.AX
GMD.AX
SE
SFR.AX
IBKR
2026 Q2 Jul 28, 2026 Baron Emerging Markets Fund 19.5% 20.0% 000660 KS, 005930 KS, 0268 HK, 0700.HK, 1211 HK, 300750.SZ, 688008.SS, BABA, DIVISLAB.NS, GDS, GMEXICO.MX, NU, OTP.BD, PONY, POWERGRID.NS, TSM AI, China, emerging markets, Geopolitical Risk, India, semiconductors, technology
2026 Q1 Apr 8, 2026 Andrew Hill Investment Advisors, Inc. - - 1211 HK, AAPL, COST, EQT, GE, GEV, GOOGL, GRMN, MSFT, NFGC, NVDA, NXT, OKE, RIVN, TSLA, VRTX, YETI AI, energy, geopolitics, Iran, Natural Gas, oil, semiconductors, technology EQT
OKE
GOOGL
AAPL
NXT
2026 Q1 Apr 29, 2026 American Century Emerging Markets Fund 4.5% 4.5% 005930 KS, 030200 KS, 0700.HK, 1211 HK, 1810 HK, 2360.TW, 3037.TW, 3711.TW, 9999.HK, TCOM AI, China, emerging markets, energy, semiconductors, Taiwan, technology 1211.HK
2360.TW
005930.KS
3037.TW
2022 Q4 Dec 31, 2022 Aquamarine - -21.0% 1211 HK, AXP, BAC, BRK/A, CDLX, CVNA, GOOG, IEX IN, MKL, NESN SW, OXY, RACE IM, ROKU, SNOW, SQ, TSLA -
2021 Q4 Dec 31, 2021 Aquamarine - 23.8% 1211 HK, AAPL, AMZN, AXP, BAC, BRK/A, FDJ FP, GOOG, IEX IN, MA, MSFT, NESN SW, NET, TSLA, WE, ZM -
2020 Q4 Dec 31, 2020 Aquamarine - 11.3% 1211 HK, AMZN, AVB, AXP, BAC, BRK/A, GME, MA, NESN SW, NGLX, RACE IM, SRG, STLA -
2024 Q2 - FCL Capital 6.2% -0.6% 1211 HK, 2587.T, 3382.T, 6501.T, 7974.T, 8058.T, MONC.MI, PDD, UBER AI, Corporate Governance, emerging markets, gaming, Japan, Luxury, small caps, value 7974.T
2587.T
3382.T
2024 Q4 - FCL Capital - 9.1% 1211 HK, HDB, NFLX, NYT, PDD, TSLA China, contrarian, emerging markets, global, Media, Resilience, technology, value NYT
2025 Q1 - FCL Capital 1.3% 1.3% 1211 HK, AAPL, AMZN, GOOGL, HDB, META, MSFT, NVDA, PDD, TSLA BYD, China, Electric Vehicles, Exceptionalism, Tesla, trade war, valuation TSLA
1211.HK
2025 Q2 - FCL Capital - 2.0% 1211 HK, 2020 HK, 6367.T, AAPL, HDFCBANK.NS, MONC.MI, NVDA, TKNGY China, Consensus, contrarian, Daikin, emerging markets, HVAC, Psychology, valuation 6367.T

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of 1211-HK

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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