TUYA.NYSETuya INC

SCHEDULE 13G/A: New Enterprise Associates Affirms 7.4% Stake in Tuya Inc. Through Amended SEC Filing

Sentiment:

Beneficial Ownership Disclosure


New Enterprise Associates and its affiliated entities have filed an amended Schedule 13G, reporting a collective beneficial ownership of 7.4% of Tuya Inc.'s Class A ordinary shares as of December 31, 2024.

Summary

  • New Enterprise Associates (NEA) and its affiliated entities, including NEA 14, NEA 15 Opportunity Fund, and their respective general partners, have filed an Amendment No. 3 to Schedule 13G.
  • The filing reports their beneficial ownership in Tuya Inc.'s Class A ordinary shares, par value $0.00005 per share.
  • As of December 31, 2024, the aggregate amount beneficially owned by the primary reporting group is 39,457,733 Class A ordinary shares.
  • This represents 7.4% of Tuya Inc.'s Class A ordinary shares, calculated based on 534,399,149 shares reported by the Issuer to be outstanding as of January 31, 2025.
  • NEA 14 is the record owner of 35,821,715 Ordinary Shares.
  • NEA 15 Opportunity Fund is the record owner of 3,636,018 Ordinary Shares.
  • The reporting persons, including individuals like Forest Baskett, Anthony A. Florence, Jr., Mohamad H. Makhzoumi, and Scott D. Sandell, share voting and dispositive power over these shares.
  • Patrick J. Kerins is noted with shared voting and dispositive power over 35,821,715 shares, representing 6.7% of the class.

Sentiment

Score: 5

Explanation: This is a routine regulatory filing (Schedule 13G) disclosing beneficial ownership, which is purely factual and does not contain qualitative assessments, forward-looking statements, or performance metrics that would indicate a positive or negative sentiment.

Positives

  • A significant institutional investor, New Enterprise Associates (NEA), maintains a substantial beneficial ownership stake of 7.4% in Tuya Inc., indicating continued interest.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant institutional ownership, which can influence investor perception and confidence.

Key Dates

DateDescription
12/31/2024Date of event which requires filing of this statement.
01/31/2025Date as of which Tuya Inc. reported 534,399,149 Ordinary Shares outstanding on Form 6-K.
02/06/2025Date Tuya Inc. filed Form 6-K reporting outstanding shares.
02/14/2025Date of execution and filing of this Schedule 13G Amendment No. 3.

Keywords

Tuya Inc., New Enterprise Associates, NEA, Schedule 13G, beneficial ownership, Class A ordinary shares, institutional ownership, SEC filing, investment

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