China ADRs Hub
U.S.-listed Chinese stocks — who's buying, who's selling, and how hard, this quarter
This quarter's biggest moves
Largest single rebalances by tracked gurus
Zhang Lei trimmed PDD HOLDINGS INC −61%
Duan Yongping added to PDD HOLDINGS INC +71%, now 10% of the book
Zhang Lei trimmed ALIBABA GROUP HOLDING-SP ADR −55%
Duan Yongping sold out of ALIBABA GROUP HOLDING-SP ADR
Greenwoods Asset Management opened a new TRIP.COM GROUP LTD-ADR position — 3% of the book
Dan Loeb sold out of ALIBABA GROUP HOLDING-SP ADR
Steven Cohen sold out of BAIDU INC - SPON ADR
Li Lu opened a new TENCENT MUSIC ENTERTAINM-ADR position — 2% of the book
Consensus vs. conviction
Chinese investing legends' moves
China-ADR holdings vs. last quarter
ARK vs. gurus
Where ARK and 13F gurus move the same ADR differently
Price moves + guru reaction
Is smart money buying the move?
ARK's recent China trades
Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.
Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.