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Prudence Investment Management (Hong Kong) Ltd.

Location
12 HARCOURT ROAD CENTRAL, K3
Portfolio Value
Micro $49,722,774
Diversification
Diversified
Filing Date
Global Rank
#5,197 / 6,692 ▲ 539 · as of Sep 2022
Top Industry
Software - Application 23.9%
3Y Alpha vs SPY
-9.1%
Period ended 3 years ago
Filed Nov 9, 2022 · 3y
4 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+25.4%
SPY
+73.9%
Annualised alpha
-12.4%
Max drawdown
−37.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022
Top Position
16.9%
−0.3 pts
Top 5
65.5%
−2.1 pts
Top 10
98.0%
+0.2 pts
HHI
1,134
Dec 2021 → Sep 2022 · range 1,134 – 2,542
Diversified−62

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2022
Sector % Portfolio Value
Technology 41.6% $20,695,024
Consumer Cyclical 29.5% $14,693,060
Communication Services 25.0% $12,428,688
Financial Services 3.2% $1,612,250
Industrials 0.5% $240,300
Unclassified 0.1% $53,452

Last Quarter's Activity

Export CSV
Sep 30, 2022 vs Jun 30, 2022

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
5 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
16 positions · $49,722,774 total · as of Sep 30, 2022
Ticker Company Shares Value (USD) % of Portfolio History