New Thinking
Latest statistics and disclosures from New Thinking's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NKE, META, BABA, FUTU, and represent 100.00% of New Thinking's stock portfolio.
- Added to shares of these 3 stocks: NKE (+$13M), BABA, FUTU.
- Started 3 new stock positions in BABA, NKE, FUTU.
- Reduced shares in these 3 stocks: PDD, GOOGL, META.
- Sold out of its positions in GOOGL, PDD.
- New Thinking was a net buyer of stock by $11M.
- New Thinking has $20M in assets under management (AUM), dropping by 122.33%.
- Central Index Key (CIK): 0001878581
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Portfolio Holdings for New Thinking
New Thinking holds 4 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nike CL B (NKE) | 62.0 | $13M | NEW | 199k | 63.48 |
|
| Meta Platforms Cl A (META) | 17.5 | $3.6M | -22% | 6.2k | 576.30 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 10.5 | $2.1M | NEW | 16k | 132.23 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 10.0 | $2.0M | NEW | 20k | 102.35 |
|
Past Filings by New Thinking
SEC 13F filings are viewable for New Thinking going back to 2021
- New Thinking 2025 Q1 filed April 18, 2025
- New Thinking 2024 Q4 filed Jan. 27, 2025
- New Thinking 2024 Q3 filed Oct. 21, 2024
- New Thinking 2024 Q2 filed July 19, 2024
- New Thinking 2024 Q1 filed April 22, 2024
- New Thinking 2023 Q4 filed Jan. 17, 2024
- New Thinking 2023 Q3 filed Oct. 19, 2023
- New Thinking 2023 Q2 filed July 25, 2023
- New Thinking 2022 Q4 filed Jan. 18, 2023
- New Thinking 2022 Q3 filed Oct. 17, 2022
- New Thinking 2022 Q1 filed April 25, 2022
- New Thinking 2021 Q4 filed Feb. 9, 2022
- New Thinking 2021 Q3 filed Oct. 29, 2021
- New Thinking 2021 Q2 filed Aug. 16, 2021