Bloomberg's 13F filing analysis of North of South Capital LLP showed that the hedge fund increased its holdings in Vipshop, AutoHome, Jingdong, Alibaba, Baidu, and Lianhua Electronics in ADR investments in Greater China in the third quarter; Alibaba became its largest position. The company entered the Mangang Group in the third quarter (opened a position and went long). Reduce holdings of TSMC. The market value of the 17 disclosed investments increased 71% quarter-on-quarter to US$659 million.
Bloomberg's 13F filing analysis of North of South Capital LLP showed that the hedge fund increased its holdings in Vipshop, AutoHome, Jingdong, Alibaba, Baidu, and Lianhua Electronics in ADR investments in Greater China in the third quarter; Alibaba became its largest position.
The company entered the Mangang Group in the third quarter (opened a position and went long).
Reduce holdings of TSMC.
The market value of the 17 disclosed investments increased 71% quarter-on-quarter to US$659 million.
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