True Light Capital Pte. Ltd.
Top Portfolio Positions
8 positions ·
$197,853,578 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
626,300 | $63,995,334 | 32.34% |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
674,189 | $33,904,964 | 17.14% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
267,275 | $33,532,321 | 16.95% |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
538,572 | $26,271,542 | 13.28% |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
373,751 | $18,609,062 | 9.41% |
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
457,150 | $15,049,378 | 7.61% |
| NTES |
NetEase, Inc.
Communication Services
|
48,754 | $5,457,522 | 2.76% |
| ONC |
BeOne Medicines Ltd.
Healthcare
|
3,480 | $1,033,455 | 0.52% |
Holdings in PDD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,995,334 | 626,300 | Shares | Sole | 2026-05-05 | |
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