BYDDF β€” BYD COMPANY LTD SHS H ISIN#CNE100000296

Ownership history in ORG Partners LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in BYD COMPANY LTD SHS H ISIN#CNE100000296 (BYDDF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.02% (2023 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

ORG Partners LLC Γ— BYDDF AI Analytics

πŸ“ˆ ORG Partners LLC outperformed the S&P 500 by +1.8% annually on this BYDDF position. Average cost basis: $15.60. Maximum drawdown during holding period: –27.3%.

πŸ“ˆ Position Alpha vs SPY
+1.8%
annualised excess return

βœ… Outperformed SPY on this position by 1.8% ann.
7 quarters analyzed

πŸ’° Entry Quality
$15.60
-21.8% vs current ($12.20)

Best entry: $15.60 (2025 Q2)  Β·  Worst: $15.60 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–27.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. Bought during 1 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BYDDF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,064 β€” 0% 0.00% $25K $12.20
2025 Q3 UNCHANGED 2,064 β€” 0% 0.01% $29K $14.13
2025 Q2 ADDED 2,064 +1,376 +200.0% 0.01% $32K $15.60
2025 Q1 UNCHANGED 688 β€” 0% 0.01% $35K $16.78
2024 Q4 UNCHANGED 688 β€” 0% 0.00% $24K $11.21
2024 Q3 UNCHANGED 688 β€” 0% 0.00% $25K $11.72
2024 Q2 UNCHANGED 688 β€” 0% 0.00% $20K $9.73
2023 Q4 UNCHANGED 688 β€” 0% 0.00% $19K $8.99
2023 Q3 INITIATED 688 β€” β€” 0.02% $21K β€”

🏒 Other funds also holding BYDDF

As of 2025 Q4 β€” sorted by position size

KELLY LAWRENCE W & ASSOCIATES INC/CA 3Y 7Y 0.02% NBC SECURITIES, INC. 0.0% HANTZ FINANCIAL SERVICES, INC. 3Y 0.0% Winch Advisory Services, LLC 3Y 7Y 0.0%
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