All-Stars Investment Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), All-Stars Investment Ltd reported 4 stock positions worth $206.1 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 89.0% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 6.4%) and iShares Ethereum Trust ETF (ETHA, 3.4%). Compared with Q4 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale an exit from PDD (PDD).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001633603
Portfolio Value
$206.1M (Q1 2026)
SEC Filing
0001633603-26-000002 ↗ filed May 7, 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 $206.1M Q1 2026 Q2 2026: $199.2M Q2 2026

Holdings 4 stocks · $206.1M
YMM Full Truck Alliance -SPN ADR 88.99% 22,095,164 $183.4M No change
IBIT iShares Bitcoin Trust ETF 6.36% 341,000 $13.1M No change
ETHA iShares Ethereum Trust ETF 3.40% 443,000 $7.0M No change
GOOG Alphabet Inc. Class C 1.25% 9,000 $2.6M New

Portfolio Sells Q4 2025 → Q1 2026
PDD PDD Holdings Inc. Sold out 0.00% −1.34

Portfolio Buys Q4 2025 → Q1 2026
GOOG Alphabet Inc. Class C New 1.25% +1.25

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