SenseTime

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Chinese computer vision and large-model platform, listed in Hong Kong.

Publicly listed Computer Vision

What this position signifies

A listed way to hold Chinese AI, with the volatility that implies. Revenue leans on government and enterprise vision contracts, which makes it sensitive to public-sector budgets. It also sits on US entity-list restrictions that limit access to Western technology and to some Western investors — a constraint that is central to the position, not a footnote.

What actually moves it

  • Government and enterprise contracts
  • US entity-list restrictions
  • Domestic model competition
  • Hong Kong listing liquidity
Deposit sections

Amounts for SenseTime

Four ways to hold this position. The tier you choose sets the minimum, the holding period, and how actively the allocation is managed.

Explorer
$1,000
up to $9,999
Minimum hold · 90 days

Thematic entry exposure. Your capital tracks this name inside the wider AI basket rather than as a standalone holding, which spreads single-company risk.

Deposit at Explorer
Accelerator
$10,000
up to $49,999
Minimum hold · 180 days

A direct weighting. The allocation is concentrated in this specific name, so performance tracks the company rather than the basket average.

Deposit at Accelerator
Frontier
$50,000
up to $249,999
Minimum hold · 12 months

A concentrated position with quarterly rebalancing and access to the desk research note published on this name each quarter.

Deposit at Frontier
Venture
$250,000
and above · by arrangement
Minimum hold · 24 months

Long-horizon capital. Suited to pre-IPO and early-stage exposure where the position is illiquid and the return, if any, is realised at a liquidity event.

Deposit at Venture