MY.Alpha Management HK Advisors Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
MY.Alpha Management HK Advisors Ltd disclosed 11 US equity positions worth $154.5m in its Q3 2025 13F filing. The largest position was FUTU at 19.0% of the reported book, followed by ZKN and JOYY. Against the Q2 2025 filing, it opened 3 new positions, added to 4 and reduced 3 among the top 11 holdings.
What did MY.Alpha Management HK Advisors Ltd own in Q3 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FUTU FUTU HLDGS LTD | Financial Services | 19.0% | $29.3m | 168,570 | 220% | added |
| 2 | ZKN ZEEKR INTELLIGENT TECHNOLOGY | 14.7% | $22.7m | 743,927 | 21% | added | |
| 3 | JOYY JOYY INC | Communication Services | 13.4% | $20.7m | 353,204 | 0% | held |
| 4 | GDS GDS HLDGS LTD | Technology | 13.2% | $20.4m | 526,703 | 13% | added |
| 5 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 9.7% | $14.9m | 53,463 | -51% | reduced |
| 6 | ACMR ACM RESH INC | Technology | 9.1% | $14.1m | 360,237 | – | new |
| 7 | QFIN QIFU TECHNOLOGY INC | Financial Services | 6.6% | $10.3m | 356,160 | 17% | added |
| 8 | BIDU BAIDU INC | Communication Services | 6.4% | $9.9m | 75,500 | – | new |
| 9 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.5% | $8.4m | 47,200 | – | new |
| 10 | WRD WERIDE INC | Technology | 2.3% | $3.5m | 356,154 | -56% | reduced |
| 11 | RBOT VICARIOUS SURGICAL INC | 0.1% | $189.5k | 34,390 | -76% | 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.