MY.Alpha Management HK Advisors Ltd

CIK: 0001910173SEC EDGAR →

Portfolio Value

$154.5B

Holdings

11

As of

Q3 2025

New Positions

11

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

FUTU HLDGS LTD

168,570$29.3B
18.98%
2

ZEEKR INTELLIGENT TECHNOLOGY

743,927$22.7B
14.68%
3

JOYY INC

353,204$20.7B
13.40%
4

GDS HLDGS LTD

526,703$20.4B
13.20%
5

TAIWAN SEMICONDUCTOR MFG LTD

53,463$14.9B
9.67%
6

ACM RESH INC

360,237$14.1B
9.13%
7

QIFU TECHNOLOGY INC

356,160$10.3B
6.64%
8

BAIDU INC

75,500$9.9B
6.44%
9

ALIBABA GROUP HLDG LTD

47,200$8.4B
5.46%
10

WERIDE INC

356,154$3.5B
2.28%

Quarterly Changes

Top Buys

FUTUNEW
$29.3B
ZKNNEW
$22.7B
JOYYNEW
$20.7B
GDSNEW
$20.4B
TSMNEW
$14.9B

Top Sells

No sells this quarter

New Positions (11)

$29.3B · 169K shares
$22.7B · 744K shares
$20.7B · 353K shares
$20.4B · 527K shares
$14.9B · 53K shares
$14.1B · 360K shares
$10.3B · 356K shares
$9.9B · 76K shares
$8.4B · 47K shares
$3.5B · 356K shares
$189.5M · 34K shares

Sector Breakdown

Sector# HoldingsValue%
Technology4$52.9B34.3%
Financial Services2$39.6B25.6%
Unknown2$32.6B21.1%
Communication Services1$20.7B13.4%
Consumer Cyclical1$8.4B5.5%
Healthcare1$189.5M0.1%