UG Investment Advisers Ltd.
Top Portfolio Positions
11 positions ·
$106,561,636 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
91,478 | $30,904,927 | 29.00% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
148,819 | $18,670,831 | 17.52% | |
| QCOM |
Qualcomm Inc/De
Technology
|
140,886 | $18,143,299 | 17.03% | |
| NVDA |
Nvidia Corp
Technology
|
54,483 | $9,501,835 | 8.92% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
10,700 | $7,519,532 | 7.06% | |
| COHR |
Coherent Corp.
Technology
|
26,400 | $6,288,744 | 5.90% | |
| ROG |
Rogers Corp
Technology
|
53,563 | $5,748,916 | 5.39% | |
| AVGO |
Broadcom Inc.
Technology
|
13,061 | $4,042,510 | 3.79% | |
| BZ |
Kanzhun Ltd
Communication Services
|
296,444 | $3,969,385 | 3.72% | |
| AMKR |
Amkor Technology, Inc.
Technology
|
39,326 | $1,770,849 | 1.66% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ROG
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,748,916 | 53,563 | Shares | Sole | 2026-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||