1y return−32.9%S&P 500 +20.9%
3y return+28.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $96 against $157 in the S&P 500.2
All-Stars Investment LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| YMMFull Truck Alliance Co Ltd | $178.2M | 89.5% | |
| IBITIshares Bitcoin Tr | $9.1M | 4.6% | −20.0% |
| Ishares Ethereum TrCUSIP 46438R105 | $3.8M | 1.9% | −28.0% |
| GOOGAlphabet Inc | $3.2M | 1.6% | |
| AVGOBroadcom Inc | $812K | 0.4% | New |
| AMZNAmazon Com Inc | $810K | 0.4% | New |
| NVDANvidia Corporation | $800K | 0.4% | New |
| TSMTaiwan Semiconductor Manufac | $764K | 0.4% | New |
| BABAAlibaba Group Hldg Ltd | $643K | 0.3% | New |
| GOOGLAlphabet Inc | $572K | 0.3% | New |
| MSFTMicrosoft Corp | $560K | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | March 31, 2026 | +23.2% | $3.2M |
| IBITIshares Bitcoin Tr | June 30, 2024 | −2.5% | $9.1M |
| YMMFull Truck Alliance Co Ltd | December 31, 2021 | −3.0% | $178.2M |
| Ishares Ethereum TrCUSIP 46438R105 | September 30, 2025 | −62.3% | $3.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −3.3% | +14.8% |
| March 31, 2026 | −22.7% | −4.6% |
| December 31, 2025 | −18.1% | +2.4% |
| September 30, 2025 | +9.8% | +7.8% |
| June 30, 2025 | −4.9% | +10.5% |
| March 31, 2025 | +15.5% | −4.6% |
| December 31, 2024 | +18.6% | +2.1% |
| September 30, 2024 | +11.2% | +5.4% |
| June 30, 2024 | +10.3% | +4.0% |
| March 31, 2024 | +1.4% | +10.0% |
| December 31, 2023 | +2.8% | +11.2% |
| September 30, 2023 | +14.9% | −3.6% |
| June 30, 2023 | −17.9% | +8.3% |
| March 31, 2023 | −4.9% | +7.0% |
| December 31, 2022 | +22.5% | +7.1% |
| September 30, 2022 | −27.8% | −5.3% |
| June 30, 2022 | +36.2% | −16.5% |
| March 31, 2022 | −20.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: All-Stars Investment Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633603&type=13F-HR&dateb=&owner=include&count=40CIK 1633603
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633603/000163360326000004/Filed August 6, 2026 · accession 0001633603-26-000004