2423 HK Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 7, 2025	The Baird Chautauqua Global Growth Fund	9.1%	9.8%	2423 HK, 688235 CH, FFH CN, MU, NVDA, REGN, RYA ID, SAF FP, WCN	Competitive Advantage, Compounding, earnings, growth, secular trends	The commentary emphasizes secular growth businesses with durable earnings expansion across global markets. Management focuses on competitive advantages, reinvestment opportunities, and balance sheet strength. Short-term macro noise is deprioritized in favor of long-term compounding.	NVDA 2423 HK FFH CN SAF FP	View
2025 Q1	Mar 31, 2025	Baron Emerging Markets Fund	3.0%	3.0%	002472 CH, 002594 CH, 2423 HK, 9868 HK, KAYNES IN, KGDEY, KMB LN, SWIGGY IN, TCEHY, TSM	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 4, 2026	Fund Letters	Jacob Mitchell	KE Holdings Inc.	Real Estate	Real Estate Services	Bear	New York Stock Exchange	China, Margins, Property, Sentiment, Slowdown	View Pitch
Jan 28, 2026	Fund Letters	Jesse Flores	KE Holdings Inc.	Real Estate	Real Estate Services	Bear	New York Stock Exchange	AI, China, efficiency, Margins, realestate	View Pitch
Jan 28, 2026	Fund Letters	Jesse Flores	KE Holdings Inc.	Real Estate	Real Estate Services	Bear	New York Stock Exchange	AI, China, efficiency, Margins, realestate	View Pitch
Jan 8, 2026	Fund Letters	Jesse Flores	KE Holdings Inc.	Real Estate	Real Estate Services	Bull	New York Stock Exchange	China, COST, guidance, Housing, Property	View Pitch

BSD Shareholders of 2423-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

2423-HK

2423-HK

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 2423-HK

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: