KC β€” KINGSOFT CLOUD HLDGS LTD

Ownership history in XY Capital Ltd  Β·  7 quarters on record

This page tracks every 13F SEC filing in which XY Capital Ltd reported a position in KINGSOFT CLOUD HLDGS LTD (KC). 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
5.58% (2025 Q2)
πŸ“Š Avg. % of fund
1.24%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

XY Capital Ltd Γ— KC AI Analytics

πŸ“ˆ XY Capital Ltd outperformed the S&P 500 by +110.7% annually on this KC position. Timing score: 67% (4/6 decisions correct). Average cost basis: $11.96. Maximum drawdown during holding period: –51.8%.

πŸ“ˆ Position Alpha vs SPY
+110.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 110.7% per year on this position.
6 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 6 add/trim decisions correct

πŸ’° Entry Quality
$11.96
-13.5% vs current ($10.34)

Best entry: $2.94 (2024 Q3)  Β·  Worst: $14.36 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–51.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
86%
buy-side decisions

6 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.97% 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)    KC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 149,275 +138,266 +1255.9% 0.97% $1.5M $10.34
2025 Q3 REDUCED 11,009 -636,534 -98.3% 0.09% $164K $14.92
2025 Q2 ADDED 647,543 +298,631 +85.6% 5.58% $8.1M $12.52
2025 Q1 ADDED 348,912 +262,345 +303.1% 1.42% $5.0M $14.36
2024 Q4 ADDED 86,567 +13,909 +19.1% 0.44% $908K $10.49
2024 Q3 ADDED 72,658 +39,325 +118.0% 0.07% $214K $2.94
2023 Q2 INITIATED 33,333 β€” β€” 0.15% $203K $6.10
← Back to XY Capital Ltd Holdings