MY.Alpha Management HK Advisors Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
MY.Alpha Management HK Advisors Ltd disclosed 14 US equity positions worth $280.3m in its Q3 2024 13F filing. The largest position was PDD at 17.7% of the reported book, followed by FUTU and USX1.
What did MY.Alpha Management HK Advisors Ltd own in Q3 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 17.7% | $49.7m | 368,487 | – | |
| 2 | FUTU FUTU HLDGS LTD | Financial Services | 12.8% | $35.9m | 374,898 | – | |
| 3 | USX1 UNITED STATES STEEL CORP | 12.3% | $34.5m | 976,892 | – | ||
| 4 | IQIYI INC | 12.2% | $34.1m | 35,600,000 | – | ||
| 5 | VNET VNET GROUP INC | Technology | 6.9% | $19.3m | 4,736,798 | – | |
| 6 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 6.4% | $18.1m | 238,052 | – | |
| 7 | JOYY JOYY INC | Communication Services | 6.0% | $16.9m | 466,469 | – | |
| 8 | JD JD.COM INC | Consumer Cyclical | 5.9% | $16.5m | 411,515 | – | |
| 9 | ONC BEIGINE LTD | Healthcare | 5.6% | $15.7m | 69,762 | – | |
| 10 | BEKE KE HLDGS INC | Real Estate | 4.7% | $13.1m | 659,558 | – | |
| 11 | BILIBILI INC | 3.5% | $9.9m | 9,995,000 | – | ||
| 12 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.1% | $8.6m | 49,542 | – | |
| 13 | MNSO MINISO GROUP HOLDING LTD | Consumer Cyclical | 2.5% | $7.1m | 403,600 | – | |
| 14 | RBOT VICARIOUS SURGICAL INC | 0.4% | $1.0m | 182,435 | – |
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.