MY.Alpha Management HK Advisors Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PAYPAY CORP(PAYP) | 0 | 1,521,400 | +1,521,400 | 0 | 32,466,676 | 13.21% | +32,466,676 |
| GDS HLDGS LTD(GDS) | 454,171 | 853,182 | +399,011 | 15,850,568 | 34,374,703 | 13.98% | +18,524,135 |
| MICRON TECHNOLOGY INC(MU) | 0 | 48,945 | +48,945 | 0 | 16,535,579 | 6.73% | +16,535,579 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 55,691 | 85,160 | +29,469 | 16,923,938 | 28,779,822 | 11.71% | +11,855,884 |
| PETROLEO BRASILEIRO S A(PBR) | 0 | 434,800 | +434,800 | 0 | 9,022,100 | 3.67% | +9,022,100 |
| NETEASE INC(NTES) | 87,871 | 187,971 | +100,100 | 12,092,807 | 21,041,474 | 8.56% | +8,948,667 |
| ALIBABA GROUP HOLDING(BABA) | 0 | 58,120 | +58,120 | 0 | 7,291,735 | 2.97% | +7,291,735 |
| FUTU HLDGS LTD(FUTU) | 249,369 | 342,069 | +92,700 | 40,948,883 | 46,781,356 | 19.03% | +5,832,473 |
| JOYY INC(JOYY) | 451,904 | 597,162 | +145,258 | 29,265,303 | 34,868,289 | 14.19% | +5,602,986 |
| ACM RESH INC(ACMR) | 105,605 | 0 | -105,605 | 4,166,117 | 0 | — | -4,166,117 |
| BILIBILI INC | 675,896 | 422,312 | -253,584 | 16,620,283 | 9,527,359 | 3.88% | -7,092,924 |
| SEA LTD(SE) | 67,000 | 0 | -67,000 | 8,547,190 | 0 | — | -8,547,190 |
| PDD HOLDINGS INC(PDD) | 145,263 | 0 | -145,263 | 16,471,372 | 0 | — | -16,471,372 |
| SEA LTD(SNDK) | 107,560 | 61,700 | -45,860 | 25,532,593 | 5,109,377 | 2.08% | -20,423,216 |