UG Investment Advisers Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 1,764,091 | 1,556,654 | -207,437 | 200,065,560 | 278,220,769 | 43.55% | +78,155,209 |
| QUALCOMM INC(QCOM) | 579,387 | 888,660 | +309,273 | 92,273,173 | 147,837,477 | 23.14% | +55,564,304 |
| APPLE INC(AAPL) | 0 | 17,474 | +17,474 | 0 | 4,449,404 | 0.70% | +4,449,404 |
| KE HLDGS INC(BEKE) | 1,288,991 | 1,288,991 | 0 | 22,866,700 | 24,490,829 | 3.83% | +1,624,129 |
| VANGUARD SCOTTSDALE FDS | 158,647 | 171,647 | +13,000 | 12,612,436 | 13,719,744 | 2.15% | +1,107,308 |
| JD.COM INC(JD) | 0 | 0 | 0 | 21,992,250 | 22,730,400 | 3.56% | +738,150 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 164,163 | 164,163 | 0 | 3,357,133 | 4,031,843 | 0.63% | +674,710 |
| BROADCOM INC(AVGO) | 8,453 | 8,453 | 0 | 2,330,069 | 2,788,729 | 0.44% | +458,660 |
| NVIDIA CORPORATION(NVDA) | 52,790 | 46,514 | -6,276 | 8,340,292 | 8,678,582 | 1.36% | +338,290 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 0 | 0 | 1,034,780 | 1,009,440 | 0.16% | -25,340 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 0 | 0 | 33,929,275 | 32,249,699 | 5.05% | -1,679,576 |
| MICRON TECHNOLOGY INC(MU) | 825,664 | 559,240 | -266,424 | 101,763,088 | 93,572,036 | 14.65% | -8,191,052 |
| AMKOR TECHNOLOGY INC | 1,109,481 | 177,265 | -932,216 | 23,288,006 | 5,034,326 | 0.79% | -18,253,680 |