Fund HoldingsMY.Alpha Management HK Advisors Ltd

Total Portfolio Value
$265.50M
Total Bought
$78.17M
Total Sold
$85.56M
Net Transaction
-$7.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
UNITED STATES STEEL CORP389,4221,264,382+874,96015,88147,79418.00%+31,913
TAIWAN SEMICONDUCTOR MFG LTD(TSM)069,483+69,483012,0824.55%+12,082
BILIBILI INC09,995,000+9,995,00009,7113.66%+9,711
PDD HOLDINGS INC(PDD)231,119262,978+31,85926,86834,96313.17%+8,095
DAQO NEW ENERGY CORP(DQ)0447,177+447,17706,5292.46%+6,529
AMKOR TECHNOLOGY INC0126,860+126,86005,0771.91%+5,077
JOYY INC(JOYY)412,871539,728+126,85712,69616,2406.12%+3,545
VNET GROUP INC(VNET)5,459,6105,445,873-13,7378,46211,4094.30%+2,947
VICARIOUS SURGICAL INC0207,335+207,33501,2170.46%+1,217
IQIYI INC(IQ)35,600,00035,600,000033,62334,11612.85%+493
WESTERN DIGITAL CORP(WDC)18,1540-18,1541,2390-1,239
VICARIOUS SURGICAL INC6,220,0650-6,220,0651,8750-1,875
KE HLDGS INC(BEKE)1,203,100858,297-344,80316,51912,1454.57%-4,374
TENCENT MUSIC ENTMT GROUP(TME)1,461,564840,772-620,79216,35511,8134.45%-4,542
TRIP COM GROUP LTD(TCOM)402,236243,671-158,56517,65411,4534.31%-6,202
FUTU HLDGS LTD(FUTU)495,464313,198-182,26626,82920,5477.74%-6,282
BILIBILI INC9,995,0000-9,995,0009,5250-9,525
NEW ORIENTAL ED & TECHNOLOGY(EDU)445,833310,926-134,90738,70724,1689.10%-14,539
NETEASE INC(NTES)220,47665,300-155,17622,8136,2412.35%-16,571
DELL TECHNOLOGIES INC(DELL)153,0880-153,08817,4690-17,469
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