MY.Alpha Management HK Advisors Ltd
CIK 1910173 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- TSM18.22%
- JOYY13.30%
- ZKN11.67%
- GDS10.59%
- QFIN9.79%
- HSAI6.96%
- AZEK4.85%
- FUTU4.83%
- EDU4.77%
- WRD4.73%
Share classes counted separately89.71%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TSMWeight increased · +12.75 pp5.47% → 18.22%Shares +42.09K (+63.49%)
- JOYYWeight increased · +10.64 pp2.66% → 13.30%Shares +224.53K (+176.20%)
- FUTUWeight decreased · -6.13 pp10.96% → 4.83%Shares -162.65K (-75.53%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $24.55M | 18.22% | 108.39K shares | 5.47% → 18.22%+12.75 pp +42.09K (+63.49%) | Added | ↗▾ |
| 02 | JOYYJOYY INC-ADRADS REPSTG COM A View history and evidence | $17.92M | 13.30% | 351.96K shares | 2.66% → 13.30%+10.64 pp +224.53K (+176.20%) | Added | ↗▾ |
| 03 | ZKNZEEKR INTELLIGENT TECHNO-ADRSPONSORED ADS View history and evidence | $15.73M | 11.67% | 616.87K shares | Prior unavailable +616.87K | New | ↗▾ |
| 04 | GDSGDS HOLDINGS LTD - ADRSPONSORED ADS View history and evidence | $14.27M | 10.59% | 466.90K shares | Prior unavailable +466.90K | New | ↗▾ |
| 05 | QFINQFIN HOLDINGS INC-ADRAMERICAN DEP View history and evidence | $13.19M | 9.79% | 304.24K shares | 6.35% → 9.79%+3.44 pp +20.12K (+7.08%) | Added | ↗▾ |
| 06 | HSAIHESAI GROUPSPONSORED ADS View history and evidence | $9.38M | 6.96% | 427.50K shares | 1.72% → 6.96%+5.24 pp +194.25K (+83.28%) | Added | ↗▾ |
| 07 | AZEKAZEK CO INC/THECL A View history and evidence | $6.53M | 4.85% | 120.19K shares | Prior unavailable +120.19K | New | ↗▾ |
| 08 | FUTUFUTU HOLDINGS LTD-ADRSPON ADS CL A View history and evidence | $6.51M | 4.83% | 52.70K shares | 10.96% → 4.83%-6.13 pp -162.65K (-75.53%) | Reduced | ↗▾ |
| 09 | EDUNEW ORIENTAL EDUCATIO-SP ADRSPON ADR View history and evidence | $6.43M | 4.77% | 119.20K shares | Prior unavailable +119.20K | New | ↗▾ |
| 10 | WRDWERIDE INC-ADRSPONSORED ADS View history and evidence | $6.37M | 4.73% | 808.84K shares | Prior unavailable +808.84K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TAL TAL EDUCATION GROUP- ADR | Non-derivative | -2,734,175 | -$36.12M | SEC filing ↗ | SEC filing ↗ |
| PDD PDD HOLDINGS INC | Non-derivative | -187,300 | -$22.17M | SEC filing ↗ | SEC filing ↗ |
| 912909108 UNITED STATES STEEL CORP | Non-derivative | -415,859 | -$17.57M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910173 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134744322
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