MY.Alpha Management HK Advisors Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
MY.Alpha Management HK Advisors Ltd disclosed 10 US equity positions worth $186.4m in its Q4 2025 13F filing. The largest position was FUTU at 22.0% of the reported book, followed by JOYY and SNDK. Against the Q3 2025 filing, it opened 5 new positions, added to 3 and reduced 2 among the top 10 holdings.
What did MY.Alpha Management HK Advisors Ltd own in Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FUTU FUTU HLDGS LTD | Financial Services | 22.0% | $40.9m | 249,369 | 48% | added |
| 2 | JOYY JOYY INC | Communication Services | 15.7% | $29.3m | 451,904 | 28% | added |
| 3 | SNDK SANDISK CORP | Technology | 13.7% | $25.5m | 107,560 | – | new |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 9.1% | $16.9m | 55,691 | 4% | added |
| 5 | BILI BILIBILI INC | Communication Services | 8.9% | $16.6m | 675,896 | – | new |
| 6 | PDD PDD HOLDINGS INC | Consumer Cyclical | 8.8% | $16.5m | 145,263 | – | new |
| 7 | GDS GDS HLDGS LTD | Technology | 8.5% | $15.9m | 454,171 | -14% | reduced |
| 8 | NTES NETEASE INC | Communication Services | 6.5% | $12.1m | 87,871 | – | new |
| 9 | SE SEA LTD | Consumer Cyclical | 4.6% | $8.5m | 67,000 | – | new |
| 10 | ACMR ACM RESH INC | Technology | 2.2% | $4.2m | 105,605 | -71% | 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.