1y return+11.6%S&P 500 +20.9%
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, 2023: $137 against $157 in the S&P 500.2
MY.Alpha Management HK Advisors 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 |
|---|---|---|---|
| EWYIshares Inc | $49.5M | 19.1% | New |
| FUTUFutu Hldgs Ltd | $40.6M | 15.6% | +26.6% |
| JOYYJoyy Inc | $39.4M | 15.2% | |
| ACMRAcm Research Inc | $31.7M | 12.2% | New |
| GDSGds Hldgs Ltd | $25.4M | 9.8% | |
| TSMTaiwan Semiconductor Mfg Ltd | $22.5M | 8.7% | −44.6% |
| NTESNetease Inc | $20.2M | 7.8% | −16.2% |
| BABAAlibaba Group Holding | $17.7M | 6.8% | +217.5% |
| SESea Ltd | $12.6M | 4.9% | 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 |
|---|---|---|---|
| TSMTaiwan Semiconductor Mfg Ltd | June 30, 2024 | +174.8% | $22.5M |
| FUTUFutu Hldgs Ltd | December 31, 2023 | +71.6% | $40.6M |
| JOYYJoyy Inc | December 31, 2021 | +45.3% | $39.4M |
| GDSGds Hldgs Ltd | June 30, 2025 | −1.8% | $25.4M |
| NTESNetease Inc | December 31, 2025 | −6.9% | $20.2M |
| BABAAlibaba Group Holding | March 31, 2026 | −23.5% | $17.7M |
Sold off last quarter
- PAYPPaypay Corp was $32.5M
- MUMicron Technology Inc was $16.5M
- BILIBilibili Inc was $9.5M
- PBRPetroleo Brasileiro S A was $9.0M
- SNDKSea Ltd was $5.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −9.2% | +14.8% |
| March 31, 2026 | +15.6% | −4.6% |
| December 31, 2025 | −5.7% | +2.4% |
| September 30, 2025 | +12.7% | +7.8% |
| June 30, 2025 | +1.8% | +10.5% |
| March 31, 2025 | +12.2% | −4.6% |
| December 31, 2024 | −8.0% | +2.1% |
| September 30, 2024 | +10.6% | +5.4% |
| June 30, 2024 | +5.9% | +4.0% |
| March 31, 2024 | −0.3% | +10.0% |
| September 30, 2023 | +9.3% | −3.6% |
| June 30, 2023 | −9.2% | +8.3% |
| March 31, 2023 | −5.7% | +7.0% |
| December 31, 2022 | +4.7% | +7.1% |
| September 30, 2022 | −10.4% | −5.3% |
| June 30, 2022 | +2.1% | −16.5% |
| March 31, 2022 | −11.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MY.Alpha Management HK Advisors Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910173&type=13F-HR&dateb=&owner=include&count=40CIK 1910173
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910173/000191017326000007/Filed August 14, 2026 · accession 0001910173-26-000007