# WIM Asset Management (HK) Ltd

> Institutional holdings reported to the SEC as of Q2 2019 on Form 13F. CIK 1724610. Source: https://holderbook.com/funds/1724610-wim-asset-management-hk-ltd/

- Reported value: $35.6M
- Positions: 15
- Weight of the ten largest: 90.0%
- Filed: 2019-07-09

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 |
|---|---|---|---|---|---|
| BEST INC | [BEST](https://holderbook.com/stocks/BEST/) | $6.5M | 0 | 18.3% | 3 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $6.2M | 0 | 17.4% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.2M | 0 | 11.8% | 3 |
| ZTO EXPRESS CAYMAN INC | [ZTO](https://holderbook.com/stocks/ZTO/) | $2.7M | 0 | 7.5% | 3 |
| JD.COM INC | [JD](https://holderbook.com/stocks/JD/) | $2.5M | 0 | 7.1% | 3 |
| GDS HLDGS LTD | [GDS](https://holderbook.com/stocks/GDS/) | $2.4M | 0 | 6.6% | 3 |
| ISHARES INC | [EWT](https://holderbook.com/stocks/EWT/) | $2.1M | 0 | 6.0% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.1M | 0 | 5.9% | 3 |
| TENCENT MUSIC ENTMT GROUP | [TME](https://holderbook.com/stocks/TME/) | $1.7M | 0 | 4.8% | 1 |
| IQIYI INC | [IQ](https://holderbook.com/stocks/IQ/) | $1.6M | 0 | 4.6% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.6M | 0 | 4.4% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $643.0K | 0 | 1.8% | 1 |
| TELEFONAKTIEBOLAGET LM ERICS | [ERIC](https://holderbook.com/stocks/ERIC/) | $601.0K | 0 | 1.7% | 1 |
| NIU TECHNOLOGIES | [NIU](https://holderbook.com/stocks/NIU/) | $409.0K | 0 | 1.1% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $324.0K | 0 | 0.9% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2019 | $35.6M | 15 |
| Q1 2019 | $36.9M | 11 |
| Q4 2018 | $174.7M | 19 |