Kylin Management LLC Q3 to Q4 2021: A Closer Look at their 13F Holdings

Investors should constantly be tracking the performance of their fund holdings as this can make all the difference in making profitable investment decisions. Hence, in this article, we examine the Q3 to Q4 2021 13F holdings of Kylin Management LLC for a better understanding of their investment choices.

JD.COM INC (NASDAQ: JD)

Kylin Management increased their shares in JD.COM by almost 27% from 485,700 shares to 618,616 shares. Its Q3 2021 value was at $35,087,000, and with Q4 2021 taking a turn, this fell to $43,346,000 - still proof of the company's unwavering confidence in the stock.

KE HLDGS INC (NYSE: BEKE)

The wealth management firm significantly increased its shares in KE HLDGS by 62% - 896,800 shares in Q3 2021 to 1,455,642 shares in Q4 2021, a definite bullish sentiment towards the stock. Its Q3 2021 value was $16,376,000, while this increased to $29,288,000 in Q4 2021.

DIDI GLOBAL INC (NYSE: DIDI)

The Q3 2021 value of DIDI GLOBAL INC of $0 shows that Kylin Management did not have any stake in the company during this period. However, in Q4, they acquired 5,000,060 shares, valued at $24,900,000, which accounted for 13% of the firm's portfolio.

TRIP COM GROUP LTD (NASDAQ: TCOM)

Kylin grew their position in TRIP COM GROUP by a whopping 150.2% from 386,370 shares in Q3 to 969,200 shares in Q4. TCOM's Q3 2021 value was $11,881,000, and the company's Q4 2021 value was $23,862,000, a 100.8% change.

BILIBILI INC (NASDAQ: BILI)

Kylin Management’s investment in BILIBILI INC jumped to 477,500 shares from 292,501 - a growth rate of approximately 63%. Its Q3 2021 value was at $19,355,000, while this increased to $22,156,000 in Q4 2021. Overall, BiliBili constituted 6.5% of Kylin's total portfolio.

GDS HLDGS LTD (NASDAQ: GDS)

The company saw an increase of 177.1% from 149,900 shares in Q3 to 415,404 shares in Q4. Its Q3 2021 value was $8,486,000, which increased 130.9% to $19,590,000 in Q4 2021.

DADA NEXUS LTD (NASDAQ: DADA)

Kylin's shares in DADA NEXUS LTD dwindled by 27.7% from 995,500 shares in Q3 to 719,379 shares in Q4. The Q3 2021 value was $19,950,000, which saw a dip of 52.5% down to $9,467,000 in Q4 2021.

SEA LTD (NYSE: SE)

In Q3 2021, Kylin had 46,000 shares in SEA LTD, which fell to 0 in Q4 2021. SEA LTD's Q3 2021 value was $14,662,000.

Conclusion

Kylin Management LLC's 13F Holdings Q3 to Q4 2021 have a mix of winners and losers. The portfolio boasts of lucrative investments like JD.COM, Ke HLDGS, and TRIP COM GROUP while experiencing dips in Dada Nexus Ltd. and SEA LTD. It is up to investors to evaluate these results and make informed decisions based on them.