Fund HoldingsMY.Alpha Management HK Advisors Ltd

Total Portfolio Value
$134.74M
Total Bought
$86.47M
Total Sold
$152.82M
Net Transaction
-$66.34M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ZEEKR INTELLIGENT TECHNOLOGY0616,865+616,865015,73011.67%+15,730
GDS HLDGS LTD(GDS)0466,900+466,900014,27310.59%+14,273
TAIWAN SEMICONDUCTOR MFG LTD(TSM)66,300108,395+42,09511,00624,55018.22%+13,545
JOYY INC(JOYY)127,427351,957+224,5305,34917,91813.30%+12,569
AZEK CO INC0120,188+120,18806,5324.85%+6,532
NEW ORIENTAL ED & TECHNOLOGY(EDU)0119,200+119,20006,4314.77%+6,431
WERIDE INC(WRD)0808,842+808,84206,3744.73%+6,374
HESAI GROUP(HSAI)233,247427,495+194,2483,4529,3846.96%+5,931
CHAGEE HLDGS LTD(CHA)0177,416+177,41604,6323.44%+4,632
QIFU TECHNOLOGY INC(QFIN)284,119304,238+20,11912,76013,1929.79%+432
VICARIOUS SURGICAL INC157,944141,888-16,0561,0361,0640.79%+28
PONY AI INC(PONY)01,800+1,8000240.02%+24
ZHIHU INC1,693,5441,363,455-330,0897,2315,4274.03%-1,805
AGORA INC1,173,703708,822-464,8814,7182,7012.00%-2,018
TESLA INC(TSLA)14,7080-14,7083,8120-3,812
JD.COM INC(JD)138,3000-138,3005,6870-5,687
NEBIUS GROUP N.V.(NBIS)309,2540-309,2546,5280-6,528
ZAI LAB LTD(ZLAB)239,1460-239,1468,6430-8,643
LEXINFINTECH HOLDINGS INC941,1790-941,1799,4960-9,496
VNET GROUP INC(VNET)1,339,4720-1,339,47210,9840-10,984
KE HOLDINGS INC(BEKE)618,6220-618,62212,4280-12,428
FUTU HLDGS LTD(FUTU)215,35452,700-162,65422,0416,5134.83%-15,528
UNITED STATES STL CORP NEW415,8590-415,85917,5740-17,574
PDD HOLDINGS INC(PDD)187,3000-187,30022,1670-22,167
TAL EDUCATION GROUP(TAL)2,734,1750-2,734,17536,1180-36,118
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