# Karst Peak Capital Ltd

> Institutional holdings reported to the SEC as of Q3 2020 on Form 13F. CIK 1634119. Source: https://holderbook.com/funds/1634119-karst-peak-capital-ltd/

- Reported value: $8.6M
- Positions: 3
- Weight of the ten largest: 100.0%
- Filed: 2020-11-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $6.6M | 43,006 | 77.0% | 5 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $1.3M | 4,553 | 15.5% | 8 |
| AGORA INC | [API](https://holderbook.com/stocks/API/) | $645.0K | 15,000 | 7.5% | 2 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2020 | $8.6M | 3 |
| Q2 2020 | $6.3M | 3 |
| Q1 2020 | $66.5M | 3 |
| Q4 2019 | $119.3M | 4 |
| Q3 2019 | $81.5M | 4 |
| Q2 2019 | $72.3M | 3 |
| Q1 2019 | $41.5M | 2 |
| Q4 2018 | $27.2M | 3 |