MY.Alpha Management HK Advisors Ltd
Net seller this quarter
$260M
8
-$190M
80.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FUTU | $40.6M | 15.64% | 0.11% | +26.6% | Q1 2023 |
 JOYY | $39.4M | 15.18% | Not reported | Not reported | Q4 2021 |
 ACMR | $31.7M | 12.19% | 0.59% | Not reported | Q3 2025 |
 GDS | $25.4M | 9.78% | 0.09% | -0.9% | Q4 2021 |
 TSM | $22.5M | 8.68% | 0.00% | -44.6% | Q2 2024 |
 NTES | $20.2M | 7.77% | 0.00% | -16.2% | Q4 2023 |
 BABA | $17.7M | 6.82% | 0.01% | +217.5% | Q3 2025 |
 SE | $12.6M | 4.85% | 0.07% | Not reported | Q1 2022 |
| Q1 2026 | |||||
| FUTU | $46.8M | 19.03% | 0.08% | +37.2% | Q1 2023 |
| JOYY | $34.9M | 14.19% | Not reported | +32.1% | Q4 2021 |
| GDS | $34.4M | 13.98% | 0.09% | +87.9% | Q4 2021 |
 PAYP | $32.5M | 13.21% | 0.22% | New | Q1 2026 |
| TSM | $28.8M | 11.71% | 0.00% | +52.9% | Q2 2024 |
| NTES | $21M | 8.56% | 0.01% | +113.9% | Q4 2023 |
 MU | $16.5M | 6.73% | 0.00% | New | Q1 2026 |
 BILI | $9.53M | 3.88% | Not reported | -37.5% | Q4 2025 |
 PBR | $9.02M | 3.67% | 0.01% | New | Q1 2026 |
| BABA | $7.29M | 2.97% | 0.00% | Not reported | Q3 2025 |
 SNDK | $5.11M | 2.08% | 0.04% | -42.6% | Q4 2025 |
| Q4 2025 | |||||
| FUTU | $40.9M | 21.97% | 0.06% | +47.9% | Q1 2023 |
| JOYY | $29.3M | 15.70% | Not reported | +27.9% | Q4 2021 |
| SNDK | $25.5M | 13.70% | 0.07% | New | Q4 2025 |
| TSM | $16.9M | 9.08% | 0.00% | +4.2% | Q2 2024 |
| BILI | $16.6M | 8.92% | Not reported | New | Q4 2025 |
 PDD | $16.5M | 8.84% | 0.00% | Not reported | Q4 2021 |
| GDS | $15.9M | 8.50% | 0.05% | -13.8% | Q4 2021 |
| NTES | $12.1M | 6.49% | 0.00% | Not reported | Q4 2023 |
| SE | $8.55M | 4.58% | 0.04% | Not reported | Q1 2022 |
| ACMR | $4.17M | 2.23% | 0.25% | -70.7% | Q3 2025 |
| Q3 2025 | |||||
| FUTU | $29.3M | 18.98% | 0.04% | +219.9% | Q1 2023 |
| JOYY | $20.7M | 13.40% | Not reported | +0.4% | Q4 2021 |
| GDS | $20.4M | 13.20% | 0.06% | +12.8% | Q4 2021 |
| TSM | $14.9M | 9.67% | 0.00% | -50.7% | Q2 2024 |
| ACMR | $14.1M | 9.13% | 0.85% | New | Q3 2025 |
 QFIN | $10.3M | 6.64% | 0.13% | +17.1% | Q4 2024 |
 BIDU | $9.95M | 6.44% | Not reported | New | Q3 2025 |
| BABA | $8.44M | 5.46% | 0.00% | New | Q3 2025 |
 WRD | $3.53M | 2.28% | Not reported | -56.0% | Q2 2025 |
| RBOT | $189K | 0.12% | Not reported | -75.8% | Q4 2022 |