MY.Alpha Management HK Advisors Ltd
Top Portfolio Positions
11 positions ·
$279,889,567 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FUTU |
Futu Holdings Ltd
Financial Services
|
342,069 | $46,781,356 | 16.71% | |
| SNDK |
Sandisk Corp
Technology
|
61,700 | $39,200,478 | 14.01% | |
| JOYY |
JOYY Inc.
Communication Services
|
597,162 | $34,868,289 | 12.46% | |
| GDS |
GDS Holdings Ltd
Technology
|
853,182 | $34,374,702 | 12.28% | |
| PAYP |
PayPay Corp
Technology
|
1,521,400 | $32,466,676 | 11.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
85,160 | $28,779,822 | 10.28% | |
| NTES |
NetEase, Inc.
Communication Services
|
187,971 | $21,041,473 | 7.52% | |
| MU |
Micron Technology Inc
Technology
|
48,945 | $16,535,578 | 5.91% | |
| BILI |
Bilibili Inc.
Communication Services
|
422,312 | $9,527,358 | 3.40% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
434,800 | $9,022,100 | 3.22% |
Portfolio Trend
18 quarters · across all stocks
Holdings in JOYY
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,868,289 | 597,162 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,265,303 | 451,904 | Shares | Sole | 2026-03-10 | |
| 2025-09-30 | $20,701,286 | 353,204 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,918,130 | 351,957 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,349,385 | 127,427 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,077,058 | 575,318 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,904,836 | 466,469 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,240,415 | 539,728 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,695,783 | 412,871 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,064,674 | 329,085 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $30,734,228 | 806,461 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,766,417 | 806,461 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,535,171 | 1,011,391 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,613,521 | 969,089 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $25,843,740 | 993,990 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,908,975 | 666,744 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,500,808 | 639,826 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,962,038 | 461,414 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||