LR
Library Research Ltd Historical SEC 13F Holdings & Archive (Q4 2023)
Library Research LtdCIK: 0001788330
Concentrated strategySector-focusedLong-term holder
Total reported value
$58.1M
Reporting period: 2023-12-31 · Number of holdings: 3
Library Research Ltd disclosed 3 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $58.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 6
- Sizing Uniformity
- 85.25
Library Research Ltd's disclosed holdings carry a Herfindahl concentration index of 0.817 — mathematically equivalent to about 1 equally-sized positions, well below its 3 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.47), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 89.94% | — | — | |
| 2 | GDS | Gds Holdings LTD - Adr | Stock-Other | 8.75% | — | -24.74% | |
| 3 | BZ | Kanzhun LTD - Adr | Stock-Other | 1.31% | — | — |
Portfolio Performance
Performance for Q3 2026
-1%
Performance Last 4 Quarters
-20.9%
- Stdev
- +41.7%
- Beta
- +0.34
- Alpha
- +1.7%
- Max Drawdown
- -36.2%
- Annualized Perf
- +0.4%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +0.35
- Stutzer
- +0.06
- Treynor
- +0.25
- Sterling
- +0.01
- Calmar
- +0.01
- Information Ratio
- -0.27
- Tracking Error
- +42.3%
- Stdev Down
- +24.5%
- Winning Months %
- +44.4%
- Losing Months %
- +55.6%
- Best 12 Months
- +42.6%
- Worst 12 Months
- -21.6%
- Efficiency Ratio
- 0
- Sharpe
- +0.2
- Stdev Sectors
- 0%
- Skewness
- +0.71
- Kurtosis
- +0.5
- Upside Potential
- +2.4
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Library Research Ltd and what type of investor is it?
Library Research Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $58.1M, spread across 3 disclosed positions.
What are Library Research Ltd's largest equity positions?
Based on the latest 13F filing, Library Research Ltd's top holdings by market value are:
1. Pdd Holdings Inc (PDD) — $52.3M (89.9%)
2. Gds Holdings LTD - Adr (GDS) — $5.1M (8.8%)
3. Kanzhun LTD - Adr (BZ) — $762.1K (1.3%)
What changes did Library Research Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Library Research Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Library Research Ltd focus on?
Library Research Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 100.0%
Investment Profile
Library Research Ltd returned an annualized 0.4% over the trailing 36 months — outperforming the S&P 500 by 1.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.34 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Consumer Discretionary.
It has added to its PDD position over the past two quarters (+$27.6M, now $52.3M), while trimming GDS over the same stretch (-$3.1M, still holding $5.1M).
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Developer Access
Access Library Research Ltd's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/library-research-ltdCLI
npx alphasmo institutions get library-research-ltd