All-Stars Investment Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), All-Stars Investment Ltd reported 3 stock positions worth $244.1 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 89.3% of the portfolio, followed by PDD (PDD, 5.9%) and iShares Bitcoin Trust ETF (IBIT, 4.8%). Compared with Q2 2024, it sold out of 1, added to 1 and reduced 2. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +25%) and the biggest sale an exit from Tal Education Group- ADR (TAL).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001633603
Portfolio Value
$244.1M (Q3 2024)
SEC Filing
0001633603-24-000004 ↗ filed Nov 5, 2024

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 $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 · $244.1M
YMM Full Truck Alliance -SPN ADR 89.29% 24,186,610 $217.9M Reduce -22.8%
PDD PDD Holdings Inc. 5.86% 106,100 $14.3M Reduce -16.5%
IBIT iShares Bitcoin Trust ETF 4.85% 327,500 $11.8M Add +24.5%

Portfolio Sells Q2 2024 → Q3 2024
TAL Tal Education Group- ADR Sold out 0.00% −0.89
YMM Full Truck Alliance -SPN ADR Reduce -22.8% 89.29% −0.58
PDD PDD Holdings Inc. Reduce -16.5% 5.86% −0.17

Portfolio Buys Q2 2024 → Q3 2024
IBIT iShares Bitcoin Trust ETF Add +24.5% 4.85% +1.64

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