Fund HoldingsMY.Alpha Management HK Advisors Ltd

Total Portfolio Value
$201.03M
Total Bought
$71.43M
Total Sold
$102.65M
Net Transaction
-$31.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TAL EDUCATION GROUP(TAL)1,515,2722,734,175+1,218,90315,18336,11817.97%+20,935
KE HOLDINGS INC(BEKE)0618,622+618,622012,4286.18%+12,428
LEXINFINTECH HOLDINGS INC0941,179+941,17909,4964.72%+9,496
ZAI LAB LTD(ZLAB)0239,146+239,14608,6434.30%+8,643
ZHIHU INC01,693,544+1,693,54407,2313.60%+7,231
PDD HOLDINGS INC(PDD)175,014187,300+12,28616,97522,16711.03%+5,192
HESAI GROUP(HSAI)0233,247+233,24703,4521.72%+3,452
FUTU HLDGS LTD(FUTU)245,654215,354-30,30019,65022,04110.96%+2,392
AGORA INC734,7381,173,703+438,9653,0574,7182.35%+1,662
NEBIUS GROUP N.V.(NBIS)182,579309,254+126,6755,0576,5283.25%+1,471
JD.COM INC(JD)137,600138,300+7004,7715,6872.83%+916
VICARIOUS SURGICAL INC182,435157,944-24,4912,4011,0360.52%-1,365
TESLA INC(TSLA)20,81614,708-6,1088,4063,8121.90%-4,595
QIFU TECHNOLOGY INC(QFIN)463,593284,119-179,47417,79312,7606.35%-5,033
VNET GROUP INC(VNET)3,398,2271,339,472-2,058,75516,10810,9845.46%-5,124
GDS HLDGS LTD(GDS)285,3000-285,3006,7790-6,779
TAIWAN SEMICONDUCTOR MFG LTD(TSM)103,98066,300-37,68020,53511,0065.47%-9,529
ARCADIUM LITHIUM PLC2,136,7340-2,136,73410,9610-10,961
NETEASE INC(NTES)124,7300-124,73011,1270-11,127
MINISO GROUP HOLDING LTD(MNSO)554,9640-554,96413,2580-13,258
UNITED STATES STL CORP NEW921,926415,859-506,06731,33617,5748.74%-13,762
JOYY INC(JOYY)575,318127,427-447,89124,0775,3492.66%-18,728
Page 1 of 1