All-Stars Investment Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), All-Stars Investment Ltd reported 3 stock positions worth $273.1 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 89.9% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 8.7%) and PDD (PDD, 1.4%). Compared with Q3 2024, it added to 1 and reduced 2. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +36%) and the biggest sale PDD (PDD, shares −62%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001633603
Portfolio Value
$273.1M (Q4 2024)
SEC Filing
0001633603-25-000001 ↗ filed Jan 17, 2025

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 $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 · $273.1M
YMM Full Truck Alliance -SPN ADR 89.90% 22,686,610 $245.5M Reduce -6.2%
IBIT iShares Bitcoin Trust ETF 8.66% 446,000 $23.7M Add +36.2%
PDD PDD Holdings Inc. 1.44% 40,500 $3.9M Reduce -61.8%

Portfolio Sells Q3 2024 → Q4 2024
PDD PDD Holdings Inc. Reduce -61.8% 1.44% −4.42
YMM Full Truck Alliance -SPN ADR Reduce -6.2% 89.90% +0.61

Portfolio Buys Q3 2024 → Q4 2024
IBIT iShares Bitcoin Trust ETF Add +36.2% 8.66% +3.82

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