BosValen Asset Management

Latest statistics and disclosures from Strategic Vision Investment's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are EDU, NIU, TAL, HTHT, GSX, and represent 89.76% of Strategic Vision Investment's stock portfolio.
  • Added to shares of these 7 stocks: EDU (+$31M), NIU (+$20M), HTHT (+$10M), GSX (+$6.5M), SE, MAR, BABA.
  • Started 5 new stock positions in GSX, BABA, MAR, HTHT, SE.
  • Reduced shares in these 10 stocks: TAL (-$62M), ZM (-$16M), , , EWZ, , MSFT, FVRR, KWEB, NOW.
  • Sold out of its positions in ADBE, DQ, FB, EWZ, INDA, JKS, ZM.
  • Strategic Vision Investment was a net seller of stock by $-33M.
  • Strategic Vision Investment has $181M in assets under management (AUM), dropping by -6.47%.

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Portfolio Holdings for Strategic Vision Investment

Companies in the Strategic Vision Investment portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
New Oriental Ed & Technology Spon Adr (EDU) 58.7 $106M +41% 712k 149.50
Niu Technologies Ads (NIU) 11.8 $21M +1470% 1.1M 19.20
Tal Education Group Sponsored Ads (TAL) 10.2 $19M -76% 244k 76.04
Huazhu Group Sponsored Ads (HTHT) 5.5 $10M NEW 231k 43.24
Gsx Techedu Sponsored Ads (GSX) 3.6 $6.5M NEW 72k 90.11
New Frontier Health Corp Ord Shs (NFH) 3.1 $5.6M -3% 739k 7.63
Kraneshares Tr Csi Chi Internet Put Option (KWEB) 1.7 $3.1M -35% 45k 68.18
Ishares Tr Phlx Semicnd Etf Put Option (SOXX) 1.7 $3.0M -16% 10k 304.60
Sea Sponsord Ads (SE) 1.0 $1.9M NEW 12k 154.02
Cloudflare Cl A Com (NET) 0.9 $1.6M -36% 38k 41.05
Microsoft Corporation (MSFT) 0.5 $875k -69% 4.2k 210.34
Marriott Intl Cl A (MAR) 0.4 $750k NEW 8.1k 92.59
Servicenow (NOW) 0.4 $738k -56% 1.5k 485.21
Fiverr Intl Ord Shs (FVRR) 0.2 $334k -84% 2.4k 139.17

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Amazon (AMZN) 0.2 $315k -75% 100.00 3150.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $272k NEW 925.00 294.05
New Frontier Health Corp *w Exp 11/30/202 (NFH.WS) 0.1 $106k 60k 1.77

Past Filings by Strategic Vision Investment

SEC 13F filings are viewable for Strategic Vision Investment going back to 2017