TB Alternative Assets Ltd.

CIK: 0001483503Latest portfolio: $610.8M · Q4 2025

Holdings

50

Total Value

$610.8M

New Positions

50

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
METAMETA PLATFORMS INC CL A
173,186$114.3M18.72%NEW
2
GOOGALPHABET INC CAP STK CL C
312,831$98.2M16.07%NEW
3
INTCINTEL CORP
1,236,692$45.6M7.47%NEW
4
AEMAGNICO EAGLE MINES LTD
229,630$38.9M6.37%NEW
5
PDDPDD HOLDINGS INC SPONSORED ADS
340,228$38.6M6.32%NEW
6
SQQQPROSHARES TR ULTRAPRO SHORT
453,250$31.0M5.08%NEW
7
FIGRFIGURE TECHNOLOGY SOLUTIO COM CL A
681,668$27.8M4.56%NEW
8
ZZILLOW GROUP INC CL C CAP STK
366,272$25.0M4.09%NEW
9
LEUCENTRUS ENERGY CORP CL A
90,972$22.1M3.62%NEW
10
MIGASTRATEGY INC CL A NEW
132,801$20.2M3.30%NEW
11
DHID R HORTON INC
138,614$20.0M3.27%NEW
12
AAPLAPPLE INC
72,024$19.6M3.21%NEW
13
NVONOVO-NORDISK A S ADR
266,165$13.5M2.22%NEW
14
SNOWSNOWFLAKE INC COM SHS
45,768$10.0M1.64%NEW
15
CEGCONSTELLATION ENERGY CORP
27,242$9.6M1.58%NEW
16
MPMP MATERIALS CORP COM CL A
179,886$9.1M1.49%NEW
17
SYSO-YOUNG INTERNATIONAL-ADR
3,067,873$7.9M1.29%NEW
18
CLVTRIP COM GROUP LTD ADS
90,320$6.5M1.06%NEW
19
AVGOBROADCOM INC
16,120$5.6M0.91%NEW
20
6RJ0ROCKET LAB CORP
78,200$5.5M0.89%NEW
21
PSKYPARAMOUNT SKYDANCE CORP COM CL B
389,191$5.2M0.85%NEW
22
YMMFULL TRUCK ALLIANCE CO LTD SPONSORED ADS
468,434$5.0M0.82%NEW
23
TALTAL EDUCATION GROUP SPONSORED ADS
400,810$4.4M0.72%NEW
24
TSLATESLA INC
8,508$3.8M0.63%NEW
25
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
9,600$2.9M0.48%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Technology0.0% ($4.563319580100396e+40T)
Communication Services0.0% ($114318981662498752.0T)
Consumer Cyclical0.0% ($3857819964382.6T)
Healthcare0.0% ($135427853450.4T)
Financial Services0.0% ($31047278392.2T)
Unknown0.0% ($2017964.9T)
Basic Materials0.0% ($389.3T)
Energy0.0% ($22.1T)
Consumer Defensive0.0% ($43.7B)
Utilities0.0% ($9.6M)
Industrials0.0% ($417K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 16, 2026$610.8M50
Q3 2025Oct 17, 2025$668.4B0
Q2 2025Jul 16, 2025$540.0B41
Q1 2025Apr 14, 2025$430.4B44

Fund Information

CIK0001483503
Most Recent FilingJan 16, 2026
Number of Filings4

TB Alternative Assets Ltd. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $610.8M across 50 holdings. The largest position is META PLATFORMS INC CL A (META), representing 18.7% of the portfolio. Compared to the previous quarter, the fund opened 50 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.