GigaCloud Technology (GCT)

• Market cap: $812M
• 1 day: 1.54%
• 5 days: 6.61%
• 1 month: 0.71%
• 3 months: -18.90%
• 6 months: -32.71%
• Year to date: 4.04%
• 1 year: -10.51%
• 5 years: 26.39%
• 10 years: 26.39%
• Sector: Consumer Discretionary
• Industry: Catalog & Mail-Order Houses

About: GigaCloud Technology Inc end-to-end B2B e-commerce solutions for large parcel merchandise. Its B2B e-commerce platform, which is referred to as the GigaCloud Marketplace, integrates everything from discovery, payments, and logistics tools into one easy-to-use platform. It offers online and offline integrated cross-border transaction and delivery services for furniture and large merchandise. Its marketplace seamlessly connects manufacturers in Asia, with resellers in the U.S., Asia, and Europe, to execute cross-border transactions with confidence, speed, and efficiency. It offers a truly comprehensive solution that transports products from the manufacturer's warehouse to end customers, all at one fixed price.

Employees: 1,362

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

16% more funds holding

Funds holding: 127 [Q2] → 147 (+20) [Q3]

6.16% more ownership

Funds ownership: 26.66% [Q2] → 32.81% (+6.16%) [Q3]

6% less capital invested

Capital invested by funds: $267M [Q2] → $251M (-$16.5M) [Q3]

30% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $37.1M