2359.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.	NVDA TSM 0700.HK META	View
2026 Q1	Apr 25, 2026	Baron Emerging Markets Fund	0.4%	0.4%	005930 KS, 2359.HK, 700 HK, BAJFINANCE.NS, BHARTIARTL.NS, TSM	AI, China, defense, emerging markets, energy, Geopolitical, India, Korea, semiconductors, Taiwan			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 15, 2026	Fund Letters	Harding Loevner Emerging Markets Equity	WuXi AppTec	Diagnostics & Research	Life Sciences Tools & Services	Bull	New York Stock Exchange	Biosecure Act, Biotech, China, contract research, CRDMO, drug development, GLP-1 Therapies, Health Care, Peptides, Pharmaceutical Services	View Pitch

BSD Shareholders of 2359-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

2359-HK

2359-HK

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 2359-HK

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