MY.Alpha Management HK Advisors Ltd 13F Holdings · Q2 2026
MY.Alpha Management HK Advisors Ltd reported 9 securities worth $259.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: EWY (19.08%), FUTU (15.64%), JOYY (15.18%). Among its top 25 positions this quarter: 3 new, 2 added, 3 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EWY | ISHARES INC | $49.5M | 19.08% | 245,400 | New |
| 2 | FUTU | FUTU HLDGS LTD | $40.6M | 15.64% | 433,093 | Added |
| 3 | JOYY | JOYY INC | $39.4M | 15.18% | 597,162 | Hold |
| 4 | ACMR | ACM RESEARCH INC | $31.7M | 12.19% | 249,500 | New |
| 5 | GDS | GDS HLDGS LTD | $25.4M | 9.78% | 845,582 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $22.5M | 8.68% | 47,160 | Trimmed |
| 7 | NTES | NETEASE INC | $20.2M | 7.77% | 157,471 | Trimmed |
| 8 | BABA | ALIBABA GROUP HOLDING | $17.7M | 6.82% | 184,520 | Added |
| 9 | SE | SEA LTD | $12.6M | 4.85% | 131,500 | New |
| 10 | BILI | BILIBILI INC | $0 | 0.00% | 0 | Exited |
| 11 | MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 12 | PAYP | PAYPAY CORP | $0 | 0.00% | 0 | Exited |
| 13 | PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | Exited |
| 14 | SNDK | SEA LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR