MY.Alpha Management HK Advisors LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
MY.Alpha Management HK Advisors LTD disclosed 9 US equity positions worth $259.6m in its Q2 2026 13F filing. The largest position was EWY at 19.1% of the reported book, followed by FUTU and JOYY. Against the Q1 2026 filing, it opened 3 new positions, added to 2 and reduced 3 among the top 9 holdings.
What did MY.Alpha Management HK Advisors LTD own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | EWY ISHARES INC | 19.1% | $49.5m | 245,400 | – | new | |
| 2 | FUTU FUTU HLDGS LTD | Financial Services | 15.6% | $40.6m | 433,093 | 27% | added |
| 3 | JOYY JOYY INC | Communication Services | 15.2% | $39.4m | 597,162 | 0% | held |
| 4 | ACMR ACM RESEARCH INC | Technology | 12.2% | $31.7m | 249,500 | – | new |
| 5 | GDS GDS HLDGS LTD | Technology | 9.8% | $25.4m | 845,582 | -1% | reduced |
| 6 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 8.7% | $22.5m | 47,160 | -45% | reduced |
| 7 | NTES NETEASE INC | Communication Services | 7.8% | $20.2m | 157,471 | -16% | reduced |
| 8 | BABA ALIBABA GROUP HOLDING | Consumer Cyclical | 6.8% | $17.7m | 184,520 | 217% | added |
| 9 | SE SEA LTD | Consumer Cyclical | 4.9% | $12.6m | 131,500 | – | 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.