本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
MY.Alpha Management HK Advisors Ltd (CIK 1910173) reported $259.6M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EWY ($49.5M, 19.08%), FUTU ($40.6M, 15.64%), JOYY ($39.4M, 15.18%), ACMR ($31.7M, 12.19%), GDS ($25.4M, 9.78%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30