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
UG Investment Advisers Ltd. (CIK 1697814) reported $103.1M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ORCL ($27.4M, 26.55%), BABA ($20.4M, 19.81%), NVDA ($15.1M, 14.63%), SPCX ($12.9M, 12.55%), JD ($8.8M, 8.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ORCL | ORACLE CORP | $27.4M | 26.55% | 186,831 | New |
| 2 | BABA | ALIBABA GROUP HLDG LTD | $20.4M | 19.81% | 212,815 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $15.1M | 14.63% | 75,411 | Added |
| 4 | SPCX | SPACE EXPLORATION TECHN CORP | $12.9M | 12.55% | 75,712 | New |
| 5 | JD | JD.COM INC | $8.8M | 8.58% | 0 | Trimmed |
| 6 | ROG | ROGERS CORP | $8.8M | 8.51% | 53,563 | Hold |
| 7 | VIXY | PROSHARES TR II | $4.2M | 4.03% | 195,325 | Added |
| 8 | BZ | KANZHUN LIMITED | $3.8M | 3.70% | 296,444 | Hold |
| 9 | SMCIP | SUPER MICRO COMPUTER INC | $926,260 | 0.90% | 0 | Hold |
| 10 | PDD | PDD HOLDINGS INC | $760,740 | 0.74% | 9,973 | New |
| 11 | AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 12 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 14 | BEKE | KE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 15 | COHR | COHERENT CORP | $0 | 0.00% | 0 | Exited |
| 16 | LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | Exited |
| 17 | MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 18 | QCOM | QUALCOMM INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30