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Size ($ in 1000's)
At 12/31/2023: $1,667,796 At 09/30/2023: $363,092
Combined Holding Report Includes:
Point72 Hong Kong Ltd Point72 Asset Management L.P.
Point72 Hong Kong Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Point72 Hong Kong Ltd 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Point72 Hong Kong Ltd top holdings by largest position size, as per the latest 13f filing made by Point72 Hong Kong Ltd.
In the Point72 Hong Kong Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Point72 Hong Kong Ltd in that top holding, then the share count change between reporting periods, and finally the Point72 Hong Kong Ltd top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
NEW ORIENTAL ED & TECHNOLOGY |
771,798 |
+346,956 |
$56,557 | EDU | 771,798 | +346,956 | $56,557 | CELESTICA INC |
1,627,529 |
+1,309,257 |
$47,654 | CLS | 1,627,529 | +1,309,257 | $47,654 | PDD HOLDINGS INC |
307,511 |
+257,002 |
$44,992 | PDD | 307,511 | +257,002 | $44,992 | JOYY INC |
811,045 |
-5,862 |
$32,198 | YY | 811,045 | -5,862 | $32,198 | QUALCOMM INC |
178,953 |
+178,953 |
$25,882 | QCOM | 178,953 | +178,953 | $25,882 | VANECK ETF TRUST (GDX) |
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$24,188 | Call | 780,000 | +780,000 | $24,188 | HUMANA INC |
51,947 |
+51,947 |
$23,782 | HUM | 51,947 | +51,947 | $23,782 | CHIPOTLE MEXICAN GRILL INC |
8,863 |
+8,863 |
$20,269 | CMG | 8,863 | +8,863 | $20,269 | ELEVANCE HEALTH INC |
40,054 |
+40,054 |
$18,888 | ELV | 40,054 | +40,054 | $18,888 | AMAZON COM INC |
115,508 |
+113,408 |
$17,550 | AMZN | 115,508 | +113,408 | $17,550 | WESTERN DIGITAL CORP. |
331,445 |
+104,464 |
$17,358 | WDC | 331,445 | +104,464 | $17,358 | HUYA INC |
4,551,795 |
+4,335,884 |
$16,660 | HUYA | 4,551,795 | +4,335,884 | $16,660 | NETAPP INC |
186,820 |
+186,820 |
$16,470 | NTAP | 186,820 | +186,820 | $16,470 | LENNAR CORP |
109,996 |
+109,996 |
$16,394 | LEN | 109,996 | +109,996 | $16,394 | TAIWAN SEMICONDUCTOR MFG LTD |
148,886 |
+136,786 |
$15,484 | TSM | 148,886 | +136,786 | $15,484 | MANHATTAN ASSOCIATES INC |
71,679 |
+71,679 |
$15,434 | MANH | 71,679 | +71,679 | $15,434 | MOTOROLA SOLUTIONS INC |
47,816 |
+47,816 |
$14,971 | MSI | 47,816 | +47,816 | $14,971 | TE CONNECTIVITY LTD |
103,421 |
+103,421 |
$14,531 | TEL | 103,421 | +103,421 | $14,531 | FERRARI N V |
42,517 |
+42,517 |
$14,389 | RACE | 42,517 | +42,517 | $14,389 | ABBVIE INC |
90,858 |
+90,858 |
$14,080 | ABBV | 90,858 | +90,858 | $14,080 | CARDINAL HEALTH INC |
136,881 |
+136,881 |
$13,798 | CAH | 136,881 | +136,881 | $13,798 | NETEASE INC |
145,521 |
+145,521 |
$13,557 | NTES | 145,521 | +145,521 | $13,557 | METLIFE INC |
201,410 |
+201,410 |
$13,319 | MET | 201,410 | +201,410 | $13,319 | ELASTIC N V |
115,724 |
+115,724 |
$13,042 | ESTC | 115,724 | +115,724 | $13,042 | STARBUCKS CORP |
133,780 |
+133,780 |
$12,844 | SBUX | 133,780 | +133,780 | $12,844 | KLA CORP |
21,996 |
+21,996 |
$12,786 | KLAC | 21,996 | +21,996 | $12,786 | PHILIP MORRIS INTL INC |
135,715 |
+135,715 |
$12,768 | PM | 135,715 | +135,715 | $12,768 | SCHLUMBERGER LTD |
240,971 |
+240,971 |
$12,540 | SLB | 240,971 | +240,971 | $12,540 | DEXCOM INC |
99,449 |
+99,449 |
$12,341 | DXCM | 99,449 | +99,449 | $12,341 | WEST PHARMACEUTICAL SVSC INC |
34,766 |
+34,766 |
$12,242 | WST | 34,766 | +34,766 | $12,242 | LAM RESEARCH CORP |
15,018 |
+15,018 |
$11,763 | LRCX | 15,018 | +15,018 | $11,763 | CITIGROUP INC |
222,710 |
+222,710 |
$11,456 | C | 222,710 | +222,710 | $11,456 | GAP INC |
546,090 |
+546,090 |
$11,419 | GPS | 546,090 | +546,090 | $11,419 | IDEXX LABS INC |
20,395 |
+20,395 |
$11,320 | IDXX | 20,395 | +20,395 | $11,320 | ATOUR LIFESTYLE HLDGS LTD |
651,637 |
+651,637 |
$11,312 | ATAT | 651,637 | +651,637 | $11,312 | UNIVERSAL DISPLAY CORP |
57,166 |
+57,166 |
$10,934 | OLED | 57,166 | +57,166 | $10,934 | WELLS FARGO CO NEW |
222,151 |
+222,151 |
$10,934 | WFC | 222,151 | +222,151 | $10,934 | EXPEDIA GROUP INC |
71,994 |
+71,994 |
$10,928 | EXPE | 71,994 | +71,994 | $10,928 | EVEREST GROUP LTD |
29,997 |
+29,997 |
$10,606 | EG | 29,997 | +29,997 | $10,606 | PACKAGING CORP AMER |
63,159 |
+63,159 |
$10,289 | PKG | 63,159 | +63,159 | $10,289 | SYNOPSYS INC |
19,930 |
+19,930 |
$10,262 | SNPS | 19,930 | +19,930 | $10,262 | STATE STR CORP |
130,857 |
+130,857 |
$10,136 | STT | 130,857 | +130,857 | $10,136 | SMITH A O CORP |
122,717 |
+122,717 |
$10,117 | AOS | 122,717 | +122,717 | $10,117 | ULTA BEAUTY INC |
20,593 |
+20,593 |
$10,090 | ULTA | 20,593 | +20,593 | $10,090 | LULULEMON ATHLETICA INC |
19,639 |
+19,639 |
$10,041 | LULU | 19,639 | +19,639 | $10,041 | CENTENE CORP DEL |
131,459 |
+131,459 |
$9,756 | CNC | 131,459 | +131,459 | $9,756 | ACM RESH INC |
496,494 |
+70,227 |
$9,701 | ACMR | 496,494 | +70,227 | $9,701 | SONOS INC |
564,600 |
+564,600 |
$9,677 | SONO | 564,600 | +564,600 | $9,677 | CROCS INC |
102,489 |
+102,489 |
$9,573 | CROX | 102,489 | +102,489 | $9,573 | VIPSHOP HLDGS LTD |
529,526 |
-2,209,855 |
$9,404 | VIPS | 529,526 | -2,209,855 | $9,404 |
See Full List: All Stocks Held By Point72 Hong Kong Ltd
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Point72 Hong Kong Ltd
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