All-Stars Investment Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), All-Stars Investment Ltd reported 11 stock positions worth $199.2 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 89.5% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 4.6%) and iShares Ethereum Trust ETF (ETHA, 1.9%). Compared with Q1 2026, it opened 7 new positions and reduced 3. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −20%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001633603
Portfolio Value
$199.2M (Q2 2026)
SEC Filing
0001633603-26-000004 ↗ filed Aug 6, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $250.7M Q1 2024 Q2 2024: $280.2M Q2 2024 Q3 2024: $244.1M Q3 2024 Q4 2024: $273.1M Q4 2024 Q1 2025: $324.3M Q1 2025 Q2 2025: $297.9M Q2 2025 Q3 2025: $327.2M Q3 2025 Q4 2025: $267.5M Q4 2025 Q1 2026: $206.1M Q1 2026 Q2 2026: $199.2M $199.2M Q2 2026

Holdings 11 stocks · $199.2M
YMM Full Truck Alliance -SPN ADR 89.45% 21,947,164 $178.2M Reduce -0.7%
IBIT iShares Bitcoin Trust ETF 4.56% 272,800 $9.1M Reduce -20.0%
ETHA iShares Ethereum Trust ETF 1.90% 319,100 $3.8M Reduce -28.0%
GOOG Alphabet Inc. Class C 1.60% 9,000 $3.2M No change
AVGO Broadcom Inc. 0.41% 2,150 $812K New
AMZN Amazon.com Inc. 0.41% 3,400 $810K New
NVDA Nvidia Corp. 0.40% 4,000 $800K New
TSM Taiwan Semiconductor-SP ADR 0.38% 1,600 $764K New
BABA Alibaba Group Holding-SP ADR 0.32% 6,700 $643K New
GOOGL Alphabet Inc. Class A 0.29% 1,600 $572K New
MSFT Microsoft Corp. 0.28% 1,500 $560K New

Portfolio Sells Q1 2026 → Q2 2026
IBIT iShares Bitcoin Trust ETF Reduce -20.0% 4.56% −1.80
ETHA iShares Ethereum Trust ETF Reduce -28.0% 1.90% −1.50
YMM Full Truck Alliance -SPN ADR Reduce -0.7% 89.45% +0.46

Portfolio Buys Q1 2026 → Q2 2026
AVGO Broadcom Inc. New 0.41% +0.41
AMZN Amazon.com Inc. New 0.41% +0.41
NVDA Nvidia Corp. New 0.40% +0.40
TSM Taiwan Semiconductor-SP ADR New 0.38% +0.38
BABA Alibaba Group Holding-SP ADR New 0.32% +0.32
GOOGL Alphabet Inc. Class A New 0.29% +0.29
MSFT Microsoft Corp. New 0.28% +0.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$199.2MYMM, IBIT, ETHA, GOOG, AVGO
Q1 2026 4$206.1MYMM, IBIT, ETHA, GOOG
Q4 2025 4$267.5MYMM, IBIT, ETHA, PDD
Q3 2025 4$327.2MYMM, IBIT, ETHA, PDD
Q2 2025 3$297.9MYMM, IBIT, PDD
Q1 2025 3$324.3MYMM, IBIT, PDD
Q4 2024 3$273.1MYMM, IBIT, PDD
Q3 2024 3$244.1MYMM, PDD, IBIT
Q2 2024 4$280.2MYMM, PDD, IBIT, TAL
Q1 2024 3$250.7MYMM, PDD, TAL