1523.HK Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 9, 2025	Longriver Investment Partners	11.7%	11.4%	0700.HK, 1523.HK, 2359.HK, 9442.T, AAPL, AMD, AMZN, BABA, BIDU, FUTU, GAW.L, GOOGL, INTC, META, MSFT, NVDA, ORCL, TOI.TO, TSM, VTC.L, WISE.L	AI, Big tech, China, Cloud, growth, semiconductors, technology	AI is moving from hype to habit with real usage growth, as evidenced by Microsoft processing over 100 trillion tokens quarterly. OpenAI leads in product and distribution with ChatGPT becoming a household verb, while Meta uses AI to enhance ad platform performance. The shift from training-heavy to inference-focused infrastructure spending is reshaping capex priorities across the industry.	AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM 0700.HK AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2025 Q3	Oct 9, 2025	Longriver Investment Partners	5.8%	17.8%	0700.HK, 1523.HK, META, NVDA, ORCL, TSM	AI, Asia, Concentration, global, Networking, semiconductors, technology, value	Manager discusses an inflection point in the AI investment cycle, noting supply bottlenecks in packaging, cooling and energy may be healthy by preventing over-building. Highlights shift from cash-funded to debt-funded AI capex as Oracle disclosed $455 billion in future orders, potentially creating risk of a nasty bust if peers follow suit.	1523 HK	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Oct 23, 2025	Value Investors Club	2fly4wifi	Plover Bay Technologies Ltd (Peplink)	Information Technology	Communications Equipment	Bull	Hong Kong Stock Exchange	SaaS, technology, WAN	View Pitch

BSD Shareholders of 1523-HK-2

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

1523-HK-2

1523-HK-2

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 1523-HK-2

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