True Light Capital Pte. Ltd.
Net seller this quarter
$152M
8
-$9.43M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PDD | $44.9M | 29.61% | 0.01% | -6.0% | Q4 2025 |
 HTHT | $28M | 18.47% | 0.02% | -0.4% | Q4 2025 |
 BABA | $25.7M | 16.91% | 0.01% | Not reported | Q4 2025 |
 YUMC | $15.5M | 10.23% | 0.11% | -29.5% | Q4 2025 |
 AS | $15.5M | 10.20% | 0.08% | Not reported | Q4 2025 |
 TCOM | $14.9M | 9.81% | 0.06% | Not reported | Q4 2025 |
 NTES | $6.25M | 4.12% | 0.00% | Not reported | Q4 2025 |
 ONC | $992K | 0.65% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| PDD | $64M | 32.34% | 0.01% | +4.0% | Q4 2025 |
| HTHT | $33.9M | 17.14% | 0.02% | -15.6% | Q4 2025 |
| BABA | $33.5M | 16.95% | 0.01% | Not reported | Q4 2025 |
| YUMC | $26.3M | 13.28% | 0.15% | -21.3% | Q4 2025 |
| TCOM | $18.6M | 9.41% | 0.06% | Not reported | Q4 2025 |
| AS | $15M | 7.61% | 0.08% | +39.8% | Q4 2025 |
| NTES | $5.46M | 2.76% | 0.00% | +79.2% | Q4 2025 |
| ONC | $1.03M | 0.52% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| PDD | $68.3M | 30.82% | 0.01% | New | Q4 2025 |
| BABA | $39.2M | 17.68% | 0.00% | New | Q4 2025 |
| HTHT | $37.6M | 16.97% | 0.03% | New | Q4 2025 |
| YUMC | $32.6M | 14.73% | 0.19% | New | Q4 2025 |
| TCOM | $26.9M | 12.13% | 0.06% | New | Q4 2025 |
| AS | $12.2M | 5.51% | 0.06% | New | Q4 2025 |
| NTES | $3.74M | 1.69% | 0.00% | New | Q4 2025 |
| ONC | $1.06M | 0.48% | 0.00% | New | Q4 2025 |