All-Stars Investment Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), All-Stars Investment Ltd reported 3 stock positions worth $250.7 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 91.1% of the portfolio, followed by PDD (PDD, 5.9%) and Tal Education Group- ADR (TAL, 3.0%). Its holdings were unchanged from Q4 2023.

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001633603
Portfolio Value
$250.7M (Q1 2024)
SEC Filing
0001633603-24-000002 ↗ filed May 3, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $250.7M $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 Q2 2026

Holdings 3 stocks · $250.7M
YMM Full Truck Alliance -SPN ADR 91.11% 31,423,343 $228.4M No change
PDD PDD Holdings Inc. 5.89% 127,000 $14.8M No change
TAL Tal Education Group- ADR 3.01% 664,000 $7.5M No change

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

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