Anglepoint Asset Management Ltd 13F annual report

Anglepoint Asset Management Ltd is an investment fund managing more than $95.1 billion ran by Alan Ho. There are currently 26 companies in Mr. Ho’s portfolio. The largest investments include Pdd Holdings Ads and Ishares Bitcoin Etf, together worth $43 billion.

$95.1 billion Assets Under Management (AUM)

As of 5th August 2024, Anglepoint Asset Management Ltd’s top holding is 251,944 shares of Pdd Holdings Ads currently worth over $33.5 billion and making up 35.2% of the portfolio value. In addition, the fund holds 278,391 shares of Ishares Bitcoin Etf worth $9.5 billion. The third-largest holding is Kraneshares Csi China Internet Etf worth $8.93 billion and the next is Proshares Vix Short Term Futures Etf worth $7.84 billion, with 722,862 shares owned.

Currently, Anglepoint Asset Management Ltd's portfolio is worth at least $95.1 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Anglepoint Asset Management Ltd

The Anglepoint Asset Management Ltd office and employees reside in Hong Kong, Hong Kong. According to the last 13-F report filed with the SEC, Alan Ho serves as the Head of Operations at Anglepoint Asset Management Ltd.

Recent trades

In the most recent 13F filing, Anglepoint Asset Management Ltd revealed that it had opened a new position in Kraneshares Csi China Internet Etf and bought 330,600 shares worth $8.93 billion.

The investment fund also strengthened its position in Pdd Holdings Ads by buying 230,106 additional shares. This makes their stake in Pdd Holdings Ads total 251,944 shares worth $33.5 billion.

On the other hand, there are companies that Anglepoint Asset Management Ltd is getting rid of from its portfolio. Anglepoint Asset Management Ltd closed its position in KE on 12th August 2024. It sold the previously owned 611,822 shares for $8.4 billion. Alan Ho also disclosed a decreased stake in Stem Ord by 0.3%. This leaves the value of the investment at $204 million and 183,546 shares.

One of the smallest hedge funds

The two most similar investment funds to Anglepoint Asset Management Ltd are Josh Arnold Investment Consultant and Alerce Investment Management, L.P.. They manage $95.1 billion and $95.1 billion respectively.


The complete list of Anglepoint Asset Management Ltd trades based on 13F SEC filings

These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Pdd Holdings Ads
1,053.70%
251,944
$33,495,955,000 35.23%
Ishares Bitcoin Etf
21.31%
278,391
$9,504,269,000 10.00%
Kraneshares Csi China Internet Etf
Opened
330,600
$8,932,812,000 9.39%
KE Holdings Inc.
Closed
611,822
$8,400,316,000
Proshares Vix Short Term Futures Etf
437.92%
722,862
$7,843,053,000 8.25%
Couchbase Ord
3.75%
386,229
$7,052,542,000 7.42%
Futu Holdings Adr
98.14%
93,100
$6,107,826,000 6.42%
Zto Express Cayman Inc
Closed
200,470
$4,197,842,000
Tesla Inc
Closed
19,648
$3,453,922,000
Elastic Ord
Opened
24,100
$2,745,231,000 2.89%
Salesforce Ord
Opened
9,850
$2,532,435,000 2.66%
Maxeon Solar Technologies Ord
9.57%
2,385,872
$2,035,149,000 2.14%
Mongodb Cl A Ord
385.59%
7,546
$1,886,198,000 1.98%
Micron Technology Ord
Opened
14,000
$1,841,420,000 1.94%
Hubspot Ord
Opened
3,011
$1,775,858,000 1.87%
Datadog Cl A Ord
Opened
13,387
$1,736,160,000 1.83%
Snowflake Cl A Ord
118.18%
12,000
$1,621,080,000 1.70%
Trip Com Group Adr Rep Ord
Opened
31,999
$1,503,953,000 1.58%
Workday Cl A Ord
Opened
5,620
$1,256,407,000 1.32%
Unity Software Ord
Opened
70,300
$1,143,078,000 1.20%
Li Auto Inc.
Closed
32,700
$990,156,000
Airbnb Cl A Ord
Opened
3,200
$485,216,000 0.51%
Doordash Cl A Ord
Opened
4,100
$445,998,000 0.47%
Enphase Energy Inc
Closed
3,186
$385,442,000
Servicenow Ord
Opened
447
$351,641,000 0.37%
Kanzhun Limited
Closed
12,950
$227,014,000
Snap Inc
Closed
17,993
$206,560,000
Stem Ord
26.20%
183,546
$203,736,000 0.21%
Vicarious Surgical Inc
Closed
534,868
$161,263,000
Dlocal Cl A Ord
Opened
19,171
$155,093,000 0.16%
Meta Platforms Cl A Ord
Opened
230
$115,971,000 0.12%
Braze Cl A Ord
Opened
2,962
$115,044,000 0.12%
Vicarious Surgical Cl A Ord
Opened
17,828
$104,650,000 0.11%
Sprinklr Cl A Ord
Opened
10,230
$98,413,000 0.10%
Alibaba Group Hldg Ltd
Closed
918
$66,426,000
No transactions found
Showing first 500 out of 35 holdings