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Latest UG Investment Advisers Ltd. Stock Portfolio

UG Investment Advisers Ltd. Performance:
2026 Q1: -4.3%YTD: -4.3%2025: 47.78%
Performance for 2026 Q1 is -4.3%, and YTD is -4.3%, and 2025 is 47.78%.

About UG Investment Advisers Ltd. and 13F Hedge Fund Stock Holdings

UG Investment Advisers Ltd. is a hedge fund based in Taiwan, Republic Of China. On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, UG Investment Advisers Ltd. reported an equity portfolio of $148.2 Millions as of 31 Mar, 2026.

The top stock holdings of UG Investment Advisers Ltd. are MU, BABA, QCOM. The fund has invested 20.9% of it's portfolio in MICRON TECHNOLOGY INC and 12.6% of portfolio in ALIBABA GROUP HLDG LTD.

They significantly reduced their stock positions in ALIBABA GROUP HLDG LTD (BABA), MICRON TECHNOLOGY INC (MU) and QUALCOMM INC (QCOM). UG Investment Advisers Ltd. opened new stock positions in LUMENTUM HLDGS INC (LITE), COHERENT CORP (COHR) and ROGERS CORP (ROG).

UG Investment Advisers Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that UG Investment Advisers Ltd. made a return of -4.3% in the last quarter. In trailing 12 months, it's portfolio return was 28.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lumentum hldgs inc7,519,530
coherent corp6,288,740
rogers corp5,748,920
kanzhun limited3,969,380
New stocks bought by UG Investment Advisers Ltd.

Additions

No additions were made to existing positions by UG Investment Advisers Ltd.

Reductions

Ticker% Reduced
alibaba group hldg ltd-89.05
micron technology inc-70.96
qualcomm inc -67.91
amkor technology inc-44.6
alibaba group hldg ltd-28.67
proshares tr ii-13.87
broadcom inc-8.44
UG Investment Advisers Ltd. reduced stake in above stock

Sold off

None of the stocks were completely sold off by UG Investment Advisers Ltd.

Sector Distribution

UG Investment Advisers Ltd. has about 76.6% of it's holdings in Technology sector.

Sector%
Technology76.6
Others23.4

Market Cap. Distribution

UG Investment Advisers Ltd. has about 71.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP40.6
LARGE-CAP30.8
UNALLOCATED23.4
SMALL-CAP5.2

Stocks belong to which Index?

About 64% of the stocks held by UG Investment Advisers Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50057.1
Others36
RUSSELL 20006.9
Top 5 Winners (%)%
BOIL
proshares tr ii
31.6 %
MU
micron technology inc
11.8 %
AMKR
amkor technology inc
10.9 %
Top 5 Winners ($)$
MU
micron technology inc
10.7 M
BOIL
proshares tr ii
0.8 M
AMKR
amkor technology inc
0.3 M
Top 5 Losers (%)%
QCOM
qualcomm inc
-16.3 %
AVGO
broadcom inc
-10.1 %
BABA
alibaba group hldg ltd
-8.0 %
NVDA
nvidia corporation
-6.5 %
BEKE
ke hldgs inc
-5.0 %
Top 5 Losers ($)$
BABA
alibaba group hldg ltd
-15.9 M
QCOM
qualcomm inc
-12.3 M
NVDA
nvidia corporation
-0.7 M
AVGO
broadcom inc
-0.5 M
BEKE
ke hldgs inc
0.0 M

UG Investment Advisers Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of UG Investment Advisers Ltd.

UG Investment Advisers Ltd. has 12 stocks in it's portfolio. BABA proved to be the most loss making stock for the portfolio. MU was the most profitable stock for UG Investment Advisers Ltd. last quarter.

Last Reported on: 23 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions