SI
Summitview Investment Management Historical SEC 13F Holdings & Archive (Q3 2017)
Summitview Investment ManagementCIK: 0001666659
High-turnover traderConcentrated strategyContrarian
Total reported value
$6.2M
Reporting period: 2017-09-30 · Number of holdings: 3
SUMMITVIEW INVESTMENT MANAGEMENT disclosed 3 holdings in its latest 13F filing for the period ending 2017-09-30, with total reported value of $6.2M and a quarterly turnover rate of 100.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 0
- Diversification
- 6
- Sizing Uniformity
- 94.99
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy SOHUN
New buy ZTO
New buy 2663134D
Unchanged 000000000
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 | SOHUN | Sohu.com Inc | Stock-Other | 51.16% | +51.16% | NEW | |
| 2 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 30.78% | +30.78% | NEW | |
| 3 | 2663134D | Bitauto Holdings Ltd-adr | Stock-Other | 18.06% | +18.06% | NEW |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Summitview Investment Management's most significant position changes for 2017-09-30: New buy: Sohu.com Inc (SOHUN); New buy: Zto Express Cayman Inc-adr (ZTO); New buy: Bitauto Holdings Ltd-adr (2663134D).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOHUN | Sohu.com Inc | — | NEW | New buy |
| 2 | ZTO | Zto Express Cayman Inc-adr | — | NEW | New buy |
| 3 | 2663134D | Bitauto Holdings Ltd-adr | — | NEW | New buy |
| 4 | ✓ | Ikena Oncology Inc | — | — | Unchanged |
Filing History
FAQ
What is Summitview Investment Management and what type of investor is it?
Summitview Investment Management 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 (2017-09-30), the firm manages a tracked equity portfolio valued at approximately $6.2M, spread across 3 disclosed positions.
What are Summitview Investment Management's largest equity positions?
Based on the latest 13F filing, Summitview Investment Management's top holdings by market value are:
1. Sohu.com Inc (SOHUN) — $3.2M (51.2%)
2. Zto Express Cayman Inc-adr (ZTO) — $1.9M (30.8%)
3. Bitauto Holdings Ltd-adr (2663134D) — $1.1M (18.1%)
What changes did Summitview Investment Management make in its most recent portfolio filing?
In the latest quarter, Summitview Investment Management was primarily adding exposure — initiating 3 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Sohu.com Inc (SOHUN); New buy: Zto Express Cayman Inc-adr (ZTO); New buy: Bitauto Holdings Ltd-adr (2663134D)
What sectors does Summitview Investment Management focus on?
Sector breakdown data is not yet available for Summitview Investment Management. Check back after the next 13F processing cycle.
Investment Profile
Summitview Investment Management's portfolio is concentrated and fast-trading.
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Developer Access
Access Summitview Investment Management's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/summitview-investment-managementCLI
npx alphasmo institutions get summitview-investment-management