All-Stars Investment LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
All-Stars Investment LTD disclosed 11 US equity positions worth $199.2m in its Q2 2026 13F filing. The largest position was YMM at 89.5% of the reported book, followed by IBIT and ETHA. Against the Q1 2026 filing, it opened 7 new positions, added to 0 and reduced 3 among the top 11 holdings.
What did All-Stars Investment LTD own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.