MY.Alpha Management HK Advisors Ltd
13F Reported Value
ⓘ$259.6M
Holdings
9
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MY.Alpha Management HK Advisors Ltd disclosed 9 positions worth $259.6M in its Form 13F-HR for Q2 2026, followed by $FUTU and $JOYY. During the quarter the fund opened 3 new positions and exited 5 and a full exit from $PAYP. The portfolio is most concentrated in Technology (41.4% of disclosed assets). All figures are sourced directly from MY.Alpha Management HK Advisors Ltd’s Form 13F-HR filing with the SEC under CIK 1910173.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES INC - MSCI STH KOR ETF
—Quality
$49.5M245,400 sh- —
Quality
$40.6M433,093 sh - —
Quality
$39.4M597,162 sh - 54.0
Quality
$31.7M249,500 sh - —
Quality
$25.4M845,582 sh - $22.5M47,160 sh
- —
Quality
$20.2M157,471 sh - —
Quality
$17.7M184,520 sh - —
Quality
$12.6M131,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES INC - MSCI STH KOR ETF | — | $49.5M | 245,400 |
 Futu Holdings Ltd$FUTU | — | $40.6M | 433,093 |
 JOYY Inc.$JOYY | — | $39.4M | 597,162 |
 ACM Research, Inc.$ACMR | 54.0 | $31.7M | 249,500 |
 GDS Holdings Ltd$GDS | — | $25.4M | 845,582 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $22.5M | 47,160 |
 NetEase, Inc.$NTES | — | $20.2M | 157,471 |
 Alibaba Group Holding Ltd$BABA | — | $17.7M | 184,520 |
 Sea Ltd$SE | — | $12.6M | 131,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MY.Alpha Management HK Advisors Ltd's 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Technology
$107.5M
Industrials
$62.0M
Other
$49.5M
Financials
$40.6M
Full Holdings — MY.Alpha Management HK Advisors Ltd (Q2 2026)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES INC - MSCI STH KOR ETF | $49.5M | 19.1% | NEW | — |
| 2 | $FUTU | Futu Holdings Ltd | $40.6M | 15.6% | +27% | — |
| 3 | $JOYY | JOYY Inc. | $39.4M | 15.2% | +0% | — |
| 4 | $ACMR | ACM Research, Inc. | $31.7M | 12.2% | NEW | 54 |
| 5 | $GDS | GDS Holdings Ltd | $25.4M | 9.8% | -1% | — |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $22.5M | 8.7% | -45% | — |
| 7 | $NTES | NetEase, Inc. | $20.2M | 7.8% | -16% | — |
| 8 | $BABA | Alibaba Group Holding Ltd | $17.7M | 6.8% | +217% | — |
| 9 | $SE | Sea Ltd | $12.6M | 4.8% | NEW | — |
New Positions (3)
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