Latest MY.Alpha Management HK Advisors Ltd Stock Portfolio
$266Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About MY.Alpha Management HK Advisors Ltd and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MY.Alpha Management HK Advisors Ltd reported an equity portfolio of $266.5 Millions as of 31 Mar, 2024.
The top stock holdings of MY.Alpha Management HK Advisors Ltd are EDU, PDD, FUTU. The fund has invested 14.5% of it's portfolio in NEW ORIENTAL ED & TECHNOLOGY and 10.1% of portfolio in PDD HOLDINGS INC.
The fund managers got completely rid off HH&L ACQUISITION CO (HHLA) stocks. They significantly reduced their stock positions in TENCENT MUSIC ENTMT GROUP (TME), NEW ORIENTAL ED & TECHNOLOGY (EDU) and VICARIOUS SURGICAL INC (RBOT). MY.Alpha Management HK Advisors Ltd opened new stock positions in DELL TECHNOLOGIES INC (DELL), KE HLDGS INC (BEKE) and UNITED STATES STEEL CORP (X). The fund showed a lot of confidence in some stocks as they added substantially to TRIP COM GROUP LTD (TCOM), NETEASE INC (NTES) and PDD HOLDINGS INC (PDD).
The top stock holdings of MY.Alpha Management HK Advisors Ltd are EDU, PDD, FUTU. The fund has invested 14.5% of it's portfolio in NEW ORIENTAL ED & TECHNOLOGY and 10.1% of portfolio in PDD HOLDINGS INC.
The fund managers got completely rid off HH&L ACQUISITION CO (HHLA) stocks. They significantly reduced their stock positions in TENCENT MUSIC ENTMT GROUP (TME), NEW ORIENTAL ED & TECHNOLOGY (EDU) and VICARIOUS SURGICAL INC (RBOT). MY.Alpha Management HK Advisors Ltd opened new stock positions in DELL TECHNOLOGIES INC (DELL), KE HLDGS INC (BEKE) and UNITED STATES STEEL CORP (X). The fund showed a lot of confidence in some stocks as they added substantially to TRIP COM GROUP LTD (TCOM), NETEASE INC (NTES) and PDD HOLDINGS INC (PDD).
New Buys
| Ticker | $ Bought |
|---|---|
| IQIYI INC | 33,623,100 |
| DELL TECHNOLOGIES INC | 17,468,900 |
| KE HLDGS INC | 16,518,600 |
| UNITED STATES STEEL CORP | 15,880,600 |
| WESTERN DIGITAL CORP | 1,238,830 |
New stocks bought by MY.Alpha Management HK Advisors Ltd
Additions
| Ticker | % Inc. |
|---|---|
| TRIP COM GROUP LTD | 107 |
| NETEASE INC | 41.33 |
| PDD HOLDINGS INC | 31.82 |
| JOYY INC | 25.46 |
| FUTU HLDGS LTD | 23.82 |
| BILIBILI INC | 22.4 |
Additions to existing portfolio by MY.Alpha Management HK Advisors Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| TENCENT MUSIC ENTMT GROUP | -44.65 |
| NEW ORIENTAL ED & TECHNOLOGY | -21.97 |
| VICARIOUS SURGICAL INC | -15.74 |
| VNET GROUP INC | -14.59 |
MY.Alpha Management HK Advisors Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| VNET GROUP INC | -17,141,900 |
| HH&L ACQUISITION CO | -21,298 |
MY.Alpha Management HK Advisors Ltd got rid off the above stocks
Current Stock Holdings of MY.Alpha Management HK Advisors Ltd
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BEKE | KE HLDGS INC | 6.20 | 1,203,100 | 16,518,600 | NEW | ||
| BILI | BILIBILI INC | 3.57 | 9,995,000 | 9,525,440 | ADDED | 22.4 | |
| DELL | DELL TECHNOLOGIES INC | 6.56 | 153,088 | 17,468,900 | NEW | ||
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 14.52 | 445,833 | 38,707,200 | REDUCED | -21.97 | |
| FUTU | FUTU HLDGS LTD | 10.07 | 495,464 | 26,829,400 | ADDED | 23.82 | |
| HHLA | HH&L ACQUISITION CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NTES | NETEASE INC | 8.56 | 220,476 | 22,812,700 | ADDED | 41.33 | |
| PDD | PDD HOLDINGS INC | 10.08 | 231,119 | 26,867,600 | ADDED | 31.82 | |
| RBOT | VICARIOUS SURGICAL INC | 0.70 | 6,220,060 | 1,875,350 | REDUCED | -15.74 | |
| TCOM | TRIP COM GROUP LTD | 6.62 | 402,236 | 17,654,100 | ADDED | 107 | |
| TME | TENCENT MUSIC ENTMT GROUP | 6.14 | 1,461,560 | 16,354,900 | REDUCED | -44.65 | |
| VNET | VNET GROUP INC | 3.17 | 5,459,610 | 8,462,400 | REDUCED | -14.59 | |
| WDC | WESTERN DIGITAL CORP | 0.47 | 18,154 | 1,238,830 | NEW | ||
| X | UNITED STATES STEEL CORP | 5.96 | 389,422 | 15,880,600 | NEW | ||
| YY | JOYY INC | 4.76 | 412,871 | 12,695,800 | ADDED | 25.46 | |
| IQIYI INC | 12.62 | 35,600,000 | 33,623,100 | NEW | |||
| VNET GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |