What smart money is saying about Sinocera
300285.SZ
No fund has written a full thesis on Sinocera in our archive, but 1 fund letter reports a position in it, most recently Baillie Gifford China Strategy in September 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Sinocera on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2026
“Our portfolio has maintained key holdings in this sector. Over the recent quarter, we took profits where valuations had become stretched, or where revenue growth was tied mainly to US hyperscaler spending. For example optical transceiver producer Innolight, and Sinocera, a company making high end ceramic powder needed for AI servers.”
Sinocera
Read the letters behind these Sinocera positions
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