UG Investment Advisers Ltd.
Net seller this quarter
$103M
8
-$106M
90.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ORCL | $27.4M | 26.55% | 0.01% | New | Q2 2026 |
 BABA | $20.4M | 19.81% | 0.01% | +43.0% | Q4 2016 |
 NVDA | $15.1M | 14.63% | 0.00% | +38.4% | Q4 2022 |
 SPCX | $12.9M | 12.55% | Not reported | New | Q2 2026 |
 ROG | $8.77M | 8.51% | 0.30% | Not reported | Q1 2026 |
 VIXY | $4.16M | 4.03% | Not reported | +120.1% | Q4 2025 |
 BZ | $3.82M | 3.70% | 0.30% | Not reported | Q1 2025 |
 PDD | $761K | 0.74% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
 MU | $30.9M | 20.86% | 0.01% | -71.0% | Q4 2020 |
| BABA | $18.7M | 12.60% | 0.01% | -89.1% | Q4 2016 |
 QCOM | $18.1M | 12.25% | 0.01% | -67.9% | Q3 2021 |
| NVDA | $9.5M | 6.41% | 0.00% | Not reported | Q4 2022 |
 LITE | $7.52M | 5.08% | 0.01% | New | Q1 2026 |
 COHR | $6.29M | 4.24% | 0.01% | New | Q1 2026 |
| ROG | $5.75M | 3.88% | 0.30% | New | Q1 2026 |
 AVGO | $4.04M | 2.73% | 0.00% | -8.4% | Q1 2025 |
| BZ | $3.97M | 2.68% | 0.30% | Not reported | Q1 2025 |
| VIXY | $3.05M | 2.06% | Not reported | -13.9% | Q4 2025 |
 AMKR | $1.77M | 1.20% | 0.02% | -44.6% | Q1 2025 |
 BEKE | $808 | 0.00% | Not reported | Not reported | Q3 2024 |
| Q4 2025 | |||||
| BABA | $199M | 45.91% | 0.01% | -12.7% | Q4 2016 |
| MU | $89.9M | 20.72% | 0.03% | -43.7% | Q4 2020 |
| QCOM | $75.1M | 17.30% | 0.04% | -50.6% | Q3 2021 |
| NVDA | $10.2M | 2.34% | 0.00% | +17.1% | Q4 2022 |
| AVGO | $4.94M | 1.14% | 0.00% | +68.8% | Q1 2025 |
| AMKR | $2.8M | 0.65% | 0.03% | -60.0% | Q1 2025 |
| VIXY | $2.64M | 0.61% | Not reported | New | Q4 2025 |
| BEKE | $851 | 0.00% | Not reported | -100.0% | Q3 2024 |
| Q3 2025 | |||||
| BABA | $278M | 43.55% | 0.01% | -11.8% | Q4 2016 |
| QCOM | $148M | 23.14% | 0.08% | +53.4% | Q3 2021 |
| MU | $93.6M | 14.65% | 0.05% | -32.3% | Q4 2020 |
| BEKE | $24.5M | 3.83% | Not reported | Not reported | Q3 2024 |
| NVDA | $8.68M | 1.36% | 0.00% | -11.9% | Q4 2022 |
| AMKR | $5.03M | 0.79% | 0.07% | -84.0% | Q1 2025 |
 AAPL | $4.45M | 0.70% | 0.00% | Not reported | Q4 2020 |
 HPE | $4.03M | 0.63% | 0.01% | Not reported | Q3 2023 |
| AVGO | $2.79M | 0.44% | 0.00% | Not reported | Q1 2025 |