Nine Masts Capital as of March 31, 2020
Portfolio Holdings for Nine Masts Capital
Nine Masts Capital holds 23 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| KT Corporation (KT) | 51.4 | $34M | 4.2M | 8.14 | |
| Pvh Corporation (PVH) | 13.5 | $8.9M | 236k | 37.64 | |
| Advanced Semiconductor Engineering (ASX) | 8.8 | $5.8M | 1.5M | 3.87 | |
| Infosys Technologies (INFY) | 8.1 | $5.3M | 625k | 8.54 | |
| HDFC Bank (HDB) | 5.9 | $3.9M | 100k | 38.46 | |
| Changyou | 2.8 | $1.9M | 173k | 10.70 | |
| United Microelectronics (UMC) | 2.5 | $1.6M | 719k | 2.26 | |
| Baozun (BZUN) | 1.7 | $1.1M | 40k | 27.93 | |
| China Uni | 1.5 | $1.0M | 175k | 5.77 | |
| China Life Insurance Company | 1.2 | $810k | 83k | 9.79 | |
| China Mobile | 0.5 | $357k | 9.6k | 37.23 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.5 | $352k | 72k | 4.87 | |
| Ryanair Holdings (RYAAY) | 0.5 | $319k | 6.0k | 53.17 | |
| Apple (AAPL) | 0.5 | $305k | 1.2k | 254.17 | |
| Best | 0.3 | $215k | 40k | 5.34 | |
| Jumei Intl Hldg Ltd Sponsred Ads | 0.3 | $177k | 9.6k | 18.48 | |
| Iqiyi (IQ) | 0.1 | $30k | 1.7k | 18.02 | |
| JinkoSolar Holding (JKS) | 0.0 | $9.0k | 614.00 | 14.66 | |
| Weibo Corp note 1.250%11/1 | 0.0 | $9.0k | 10k | 0.90 | |
| Joyy Inc Spon Ads Each Rep 20 Ord Shs Cl A (YY) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Murphy Oil Corporation (MUR) | 0.0 | $2.0k | 75k | 0.03 | |
| Amphenol Corporation (APH) | 0.0 | $0 | 6.0k | 0.00 | |
| Zions Bancorporation (ZION) | 0.0 | $2.0k | 20k | 0.10 |
