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
True Light Capital Pte. Ltd. (CIK 2107386) reported $151.7M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PDD ($44.9M, 29.61%), HTHT ($28.0M, 18.47%), BABA ($25.7M, 16.91%), YUMC ($15.5M, 10.23%), AS ($15.5M, 10.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $44.9M | 29.61% | 589,064 | Trimmed |
| 2 | HTHT | H WORLD GROUP LTD | $28.0M | 18.47% | 671,736 | Trimmed |
| 3 | BABA | ALIBABA GROUP HOLDING | $25.7M | 16.91% | 267,275 | Hold |
| 4 | YUMC | YUM CHINA HOLDINGS INC | $15.5M | 10.23% | 379,886 | Trimmed |
| 5 | AS | AMER SPORTS INC | $15.5M | 10.20% | 457,150 | Hold |
| 6 | TCOM | TRIP COM GROUP LTD | $14.9M | 9.81% | 373,751 | Hold |
| 7 | NTES | NETEASE INC | $6.2M | 4.12% | 48,754 | Hold |
| 8 | ONC | BEONE MEDICINES LTD | $991,696 | 0.65% | 3,480 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30