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 NTES
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,041,473 | 187,971 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,092,807 | 87,871 | Shares | Sole | 2026-03-10 | |
| 2024-12-31 | $11,127,163 | 124,730 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $6,241,374 | 65,300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,812,651 | 220,476 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,532,587 | 155,996 | Shares | Sole | 2024-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||