All-Stars Investment Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
All-Stars Investment Ltd disclosed 3 US equity positions worth $297.9m in its Q2 2025 13F filing. The largest position was YMM at 87.6% of the reported book, followed by IBIT and PDD. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 3 holdings.
What did All-Stars Investment Ltd own in Q2 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 87.6% | $260.9m | 22,095,164 | -3% | reduced |
| 2 | IBIT ISHARES BITCOIN TR | 10.3% | $30.7m | 501,000 | 0% | held | |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 2.1% | $6.3m | 60,500 | -36% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.