MY.Alpha Management HK Advisors LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
MY.Alpha Management HK Advisors LTD disclosed 11 US equity positions worth $245.8m in its Q1 2026 13F filing. The largest position was FUTU at 19.0% of the reported book, followed by JOYY and GDS.
What did MY.Alpha Management HK Advisors LTD own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | FUTU FUTU HLDGS LTD | Financial Services | 19.0% | $46.8m | 342,069 | – | |
| 2 | JOYY JOYY INC | Communication Services | 14.2% | $34.9m | 597,162 | – | |
| 3 | GDS GDS HLDGS LTD | Technology | 14.0% | $34.4m | 853,182 | – | |
| 4 | PAYP PAYPAY CORP | 13.2% | $32.5m | 1,521,400 | – | ||
| 5 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 11.7% | $28.8m | 85,160 | – | |
| 6 | NTES NETEASE INC | Communication Services | 8.6% | $21.0m | 187,971 | – | |
| 7 | MU MICRON TECHNOLOGY INC | Technology | 6.7% | $16.5m | 48,945 | – | |
| 8 | BILI BILIBILI INC | Communication Services | 3.9% | $9.5m | 422,312 | – | |
| 9 | PBR PETROLEO BRASILEIRO S A | Energy | 3.7% | $9.0m | 434,800 | – | |
| 10 | BABA ALIBABA GROUP HOLDING | Consumer Cyclical | 3.0% | $7.3m | 58,120 | – | |
| 11 | SNDK SEA LTD | Technology | 2.1% | $5.1m | 61,700 | – |
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.