New Silk Road Investment Pte Ltd Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of investments, changes in holdings are closely watched by investors and analysts alike. In this article, we will be focusing on the comparison between New Silk Road Investment Pte Ltd's 13F holdings in Q4 2022 and Q1 2023. The company's holdings in prominent tech companies like Yum China Holdings, Sea Ltd, and Trip.com Group Ltd-ADR underwent significant changes during this period. Let's take a closer look.

Yum China Holdings Inc:

In Q1 2023, New Silk Road Investment Pte Ltd's shares in Yum China Holdings Inc increased by 23,300 taking their total shares to 213,341. This was a 30.2% increase from their Q4 2022 holdings. The value of these shares also rose from $103.85 million to $135.23 million in Q1 2023, which is a 30.2% increase.

Sea Ltd-ADR:

The company's holdings in Sea Ltd-ADR saw a considerable decrease from its Q4 2022 holdings. In Q1 2023, the company held 130,465 shares in Sea Ltd-ADR, which is a decrease of 97,845 shares or 30.2% from their Q4 2022 holdings. The value of these shares also decreased from $118.78 million to $11.29 million.

Trip.com Group Ltd-ADR:

New Silk Road Investment Pte Ltd's holdings in Trip.com Group Ltd-ADR remained relatively stable between Q4 2022 and Q1 2023. The company's shares dipped by 1,800 or 0.9% to 208,370 shares in Q1 2023. However, the value of these shares increased from $7.264 million to $7.849 million, which is an 8.1% increase from Q4 2022.

H World Group Ltd-ADR:

The company held a total of 159,132 shares in H World Group Ltd-ADR in Q4 2022, whereas in Q1 2023, the number of shares reduced to 144,732 shares, which is a decrease of 14,400 shares or 9%. In Q1 2023, the value of these shares was $7.088 million, which is a 5% decrease from Q4 2022.

ZTO Express Cayman Inc-ADR:

New Silk Road Investment Pte Ltd's holdings in ZTO Express Cayman Inc-ADR increased significantly during this period. In Q1 2023, the company held 175,431 shares, which is an increase of 15,000 shares from Q4 2022. The value of these shares also increased by 16.6% from $4.31 million in Q4 2022 to $5.027 million in Q1 2023.

Other notable changes:

The company's holdings in Baidu Inc and Alibaba Group Holding-SP ADR saw significant increases in Q1 2023 compared to Q4 2022. In the case of Baidu Inc, the number of shares increased from 30,538 to 29,488, and the value of these shares increased by 27.4%. Similarly, the shares in Alibaba Group Holding-SP ADR increased by 19,500 to 36,100, and the value of these shares increased by 158.5%.

Conclusion:

New Silk Road Investment Pte Ltd's Q4 2022 vs. Q1 2023 13F holdings comparison reveals interesting insights into the company's investment strategy. The company's holdings underwent significant changes in some of the prominent tech companies in China. While some companies saw a surge in the number of shares held, others suffered a substantial decrease. As always, such changes in holdings are closely monitored by investors and analysts, and these reports hold a great deal of relevance in their decision-making process.