2020-HK

2020-HK

2020-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 27, 2026 Stewart Investors - - 000660 KS, 005930 KS, 0700.HK, 1299 HK, 2020 HK, 2301.TW, 2382.HK, 2454.TW, 300750.SZ, BABA, FPT VN, HTHT, ICICIBC.NS, MARUTI.NS, MWG VN, PDD, TATAMOTORS.NS, TOTS3.SA, TSM AI, Asia, China, emerging markets, India, Quality, semiconductors, technology
2026 Q2 Jul 20, 2026 abrdn Emerging Markets Fund 26.6% 29.7% 000660 KS, 002371.SZ, 005930 KS, 012330 KS, 034730.KS, 0700.HK, 2020 HK, 2345.TW, 2360.TW, 2454.TW, 300750.SZ, 3711.TW, 688008.SS, AC.MX, BABA, BAP, BBNI.JK, GMEXICOB.MX, KTB.BK, TLKM.JK AI, China, emerging markets, Energy Transition, Indonesia, semiconductors, technology
2021 Q1 - FCL Capital 14.1% 14.1% 2020 HK, BHP, BRFS, CPRI, ENT.L, FLRY3.SA, MONC.MI, RIO, SUZB3.SA, VALE, VIPS, YDUQ3.SA, YY China, commodities, emerging markets, growth, Iron Ore, Mining, value
2021 Q2 - FCL Capital - 8.5% 2020 HK, BABA, BRFS3.SA, CPRI, ENT.L, GDDY, VIPS, YDUQ3.SA China, Consolidation, Environmental, global, regulation, technology, value VIPS
GDDY
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
Feb 26, 2026 Fund Letters Dr. Hendrik Leber ANTA Sports Products Ltd. Consumer Discretionary Textiles, Apparel & Luxury Goods Bear New York Stock Exchange Apparel, China, Demand, growth, Online, uncertainty

BSD Shareholders of 2020-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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