UG Investment Advisers Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LUMENTUM HLDGS INC(LITE) | 0 | 10,700 | +10,700 | 0 | 7,519,532 | 5.08% | +7,519,532 |
| COHERENT CORP(COHR) | 0 | 26,400 | +26,400 | 0 | 6,288,744 | 4.24% | +6,288,744 |
| ROGERS CORP(ROG) | 0 | 53,563 | +53,563 | 0 | 5,748,916 | 3.88% | +5,748,916 |
| KANZHUN LIMITED(BZ) | 0 | 296,444 | +296,444 | 0 | 3,969,385 | 2.68% | +3,969,385 |
| PROSHARES TR II(AGQ) | 103,016 | 88,730 | -14,286 | 2,641,330 | 3,047,875 | 2.06% | +406,545 |
| KE HLDGS INC(BEKE) | 54 | 54 | 0 | 851 | 808 | 0.00% | -43 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 0 | 0 | 900,030 | 794,780 | 0.54% | -105,250 |
| JD.COM INC(JD) | 0 | 0 | 0 | 21,057,960 | 20,848,800 | 14.07% | -209,160 |
| NVIDIA CORPORATION(NVDA) | 54,483 | 54,483 | 0 | 10,161,079 | 9,501,835 | 6.41% | -659,244 |
| BROADCOM INC(AVGO) | 14,265 | 13,061 | -1,204 | 4,937,116 | 4,042,510 | 2.73% | -894,606 |
| AMKOR TECHNOLOGY INC | 70,989 | 39,326 | -31,663 | 2,802,645 | 1,770,849 | 1.20% | -1,031,796 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 0 | 0 | 27,228,723 | 16,909,318 | 11.41% | -10,319,405 |
| QUALCOMM INC(QCOM) | 438,981 | 140,886 | -298,095 | 75,087,700 | 18,143,299 | 12.25% | -56,944,401 |
| MICRON TECHNOLOGY INC(MU) | 315,023 | 91,478 | -223,545 | 89,910,714 | 30,904,927 | 20.86% | -59,005,787 |
| ALIBABA GROUP HLDG LTD(BABA) | 1,359,363 | 148,819 | -1,210,544 | 199,255,428 | 18,670,831 | 12.60% | -180,584,597 |