Changes in Krane Funds Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings

Krane Funds Advisors LLC recently released their 13F filings for Q3 2022 and Q4 2022, highlighting some significant changes in holdings. Let's take a closer look at some of these changes and what they could mean for investors.

One of the biggest changes in holdings was in Tencent Music Entertainment Group (TME), with an increase of over 268% from Q3 to Q4, moving the value from $85,422 to $314,826. This Chinese music streaming service is a subsidiary of Tencent, one of the largest tech companies in China. With TME's increasing popularity and growth potential, it's not surprising to see Krane Funds Advisors LLC increase their share in the company.

Another significant change is in Full Truck Alliance Co. Ltd (YMM). Krane Funds Advisors LLC decreased their holdings by 18.9% from Q3 to Q4, moving the value from $222,399 to $264,347. Full Truck Alliance is an online platform connecting shippers and truckers in China. However, the company has faced scrutiny from Chinese regulators concerning its data collection and sharing practices, which could explain the decrease in holdings.

Moving on to the American stock market, Ford (F) and Tesla (TSLA) both saw a decrease in Krane Funds Advisors LLC's holdings from Q3 to Q4. Ford saw a decrease of 15.8%, moving the value from $1978 to $1741, while Tesla saw a more significant decrease of 41.6%, moving the value from $9677 to $5655. Krane Funds Advisors LLC's decision to decrease holdings in these companies could be due to concerns about the future of the automotive industry, including increased competition and regulatory challenges.

Krane Funds Advisors LLC also increased their holdings in ChargePoint Holdings Inc (CHPT), a company specializing in electric vehicle charging stations. However, the increase was only 2.5%, moving the value from $3092 to $1903. This minimal increase could reflect Krane Funds Advisors LLC's cautious approach to investing in the electric vehicle industry.

It's essential to note that changes in holdings do not necessarily indicate a company's future performance or potential. Krane Funds Advisors LLC's decision to increase or decrease holdings in a company could reflect various factors, including market trends and regulatory issues.

In conclusion, Krane Funds Advisors LLC's Q3 vs. Q4 13F filings show some significant changes in holdings, with increased share values in Tencent Music Entertainment and decreases in Ford and Tesla. As always, it's essential to do your research before investing and to consult with a financial advisor regarding your portfolio.

Investing involves risk, including the possible loss of principal. This material is educational in nature, does not constitute a recommendation, and is not intended to be the basis for any investment decision.