All-Stars Investment LTD: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1633603) · Explore on the interactive board
All-Stars Investment LTD disclosed 11 US equity positions worth $199.2m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 6, 2026). Its largest position is YMM at 89.5% of the reported book, followed by IBIT, ETHA. The top ten holdings are 99.7% of the book, and the portfolio behaves like about 1 equal-weight positions. Versus the prior filing it opened 7 new positions, added to 0, reduced 3 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does All-Stars Investment LTD own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 7 new, 0 added, 3 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 89.5% | $178.2m | 21,947,164 | -1% | reduced |
| 2 | IBIT ISHARES BITCOIN TR | 4.6% | $9.1m | 272,800 | -20% | reduced | |
| 3 | ETHA ISHARES ETHEREUM TR | 1.9% | $3.8m | 319,100 | -28% | reduced | |
| 4 | GOOG ALPHABET INC | Communication Services | 1.6% | $3.2m | 9,000 | 0% | held |
| 5 | AVGO BROADCOM INC | Technology | 0.4% | $812.2k | 2,150 | – | new |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 0.4% | $810.4k | 3,400 | – | new |
| 7 | NVDA NVIDIA CORPORATION | Technology | 0.4% | $800.4k | 4,000 | – | new |
| 8 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.4% | $764.1k | 1,600 | – | new |
| 9 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.3% | $643.1k | 6,700 | – | new |
| 10 | GOOGL ALPHABET INC | Communication Services | 0.3% | $571.8k | 1,600 | – | new |
| 11 | MSFT MICROSOFT CORP | Technology | 0.3% | $559.5k | 1,500 | – | new |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 90.9% |
| Communication Services | 1.9% |
| Consumer Cyclical | 0.7% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is All-Stars Investment LTD's portfolio?
Across every quarter All-Stars Investment LTD has filed, its median largest position is 89.2% of the book and its median top-ten weight is 99.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).