Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UG Investment Advisers Ltd. (CIK 1697814) reported $148.2M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MU ($30.9M, 20.86%), JD ($20.8M, 14.07%), BABA ($18.7M, 12.60%), QCOM ($18.1M, 12.25%), BABA ($16.9M, 11.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $30.9M | 20.86% | 91,478 | Trimmed |
| 2 | JD | JD.COM INC | $20.8M | 14.07% | 21.0M | Hold |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $18.7M | 12.60% | 148,819 | Trimmed |
| 4 | QCOM | QUALCOMM INC | $18.1M | 12.25% | 140,886 | Trimmed |
| 5 | BABA | ALIBABA GROUP HLDG LTD | $16.9M | 11.41% | 12.4M | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $9.5M | 6.41% | 54,483 | Hold |
| 7 | LITE | LUMENTUM HLDGS INC | $7.5M | 5.08% | 10,700 | New |
| 8 | COHR | COHERENT CORP | $6.3M | 4.24% | 26,400 | New |
| 9 | ROG | ROGERS CORP | $5.7M | 3.88% | 53,563 | New |
| 10 | AVGO | BROADCOM INC | $4.0M | 2.73% | 13,061 | Trimmed |
| 11 | BZ | KANZHUN LIMITED | $4.0M | 2.68% | 296,444 | New |
| 12 | VIXY | PROSHARES TR II | $3.0M | 2.06% | 88,730 | Trimmed |
| 13 | AMKR | AMKOR TECHNOLOGY INC | $1.8M | 1.20% | 39,326 | Trimmed |
| 14 | SMCI | SUPER MICRO COMPUTER INC | $794,780 | 0.54% | 1.0M | Hold |
| 15 | BEKE | KE HLDGS INC | $808 | 0.00% | 54 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31