Jia Investment Alliance Pte. LTD.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Jia Investment Alliance Pte. LTD. reported 23 stock positions worth $944.6 million. Its top holding was Microsoft (MSFT) at 9.6% of the portfolio, followed by Apple (AAPL, 8.7%) and Alphabet Class A (GOOGL, 8.1%). Compared with Q4 2024, it opened 2 new positions, added to 3 and reduced 5. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Thermo Fisher Scientific (TMO, shares −12%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001966595
Portfolio Value
$944.6M (Q1 2025)
SEC Filing
0001966595-25-000003 ↗ filed Apr 8, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $820.3M Q1 2024 Q2 2024: $937.3M Q2 2024 Q3 2024: $982.0M Q3 2024 Q4 2024: $969.1M Q4 2024 Q1 2025: $944.6M $944.6M Q1 2025 Q2 2025: $943.0M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $955.5M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 23 stocks · $944.6M
MSFT Microsoft Corp. 9.57% 240,900 $90.4M No change
AAPL Apple Inc. 8.74% 371,700 $82.6M No change
GOOGL Alphabet Inc. Class A 8.12% 496,000 $76.7M No change
V Visa Inc. Class A 5.94% 160,100 $56.1M Reduce -11.1%
MA Mastercard Inc. Class A 5.86% 100,900 $55.3M Reduce -10.7%
AMZN Amazon.com Inc. 5.75% 285,680 $54.4M No change
SPGI S&P Global Inc. 4.92% 91,400 $46.4M No change
NOW ServiceNow Inc. 4.34% 51,480 $41.0M Add +17.9%
TMO Thermo Fisher Scientific Inc. 4.15% 78,800 $39.2M Reduce -12.4%
VRTX Vertex Pharmaceuticals Inc. 4.09% 79,700 $38.6M No change
ZS Zscaler Inc. 4.01% 191,060 $37.9M No change
REGN Regeneron Pharmaceuticals 3.78% 56,300 $35.7M Add +21.4%
KLAC KLA Corp. 3.78% 52,500 $35.7M No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 3.49% 95,500 $33.0M Reduce -17.2%
CRM Salesforce Inc. 3.35% 117,890 $31.6M No change
NVO Novo-Nordisk A/S-Spons ADR 3.14% 426,700 $29.6M Add +23.1%
META Meta Platforms Inc. Class A 3.11% 51,000 $29.4M New
ZTS Zoetis Inc. 3.04% 174,400 $28.7M No change
GEHC GE Healthcare Technology 2.65% 310,700 $25.1M Reduce -19.7%
PANW Palo Alto Networks Inc. 2.44% 135,200 $23.1M No change
ADBE Adobe Inc. 2.44% 60,020 $23.0M No change
CRWD CrowdStrike Holdings Inc. Class A 2.00% 53,600 $18.9M No change
TSM Taiwan Semiconductor-SP ADR 1.28% 73,000 $12.1M New

Portfolio Sells Q4 2024 → Q1 2025
TMO Thermo Fisher Scientific Inc. Reduce -12.4% 4.15% −0.68
GEHC GE Healthcare Technology Reduce -19.7% 2.65% −0.47
MA Mastercard Inc. Class A Reduce -10.7% 5.86% −0.28
V Visa Inc. Class A Reduce -11.1% 5.94% +0.07
AJG Arthur J Gallagher & Co. Reduce -17.2% 3.49% +0.11

Portfolio Buys Q4 2024 → Q1 2025
META Meta Platforms Inc. Class A New 3.11% +3.11
TSM Taiwan Semiconductor-SP ADR New 1.28% +1.28
REGN Regeneron Pharmaceuticals Add +21.4% 3.78% +0.37
NVO Novo-Nordisk A/S-Spons ADR Add +23.1% 3.14% +0.06
NOW ServiceNow Inc. Add +17.9% 4.34% −0.44

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 23$1.1BGOOGL, AAPL, MSFT, AMZN, KLAC
Q1 2026 24$955.5MGOOGL, MSFT, AAPL, AMZN, REGN
Q4 2025 23$1.1BGOOGL, MSFT, AAPL, AMZN, REGN
Q3 2025 22$1.0BMSFT, GOOGL, AAPL, AMZN, ZS
Q2 2025 21$943.0MMSFT, GOOGL, AAPL, AMZN, ZS
Q1 2025 23$944.6MMSFT, AAPL, GOOGL, V, MA
Q4 2024 21$969.1MMSFT, GOOGL, AAPL, AMZN, MA
Q3 2024 21$982.0MMSFT, AAPL, GOOGL, MA, TMO
Q2 2024 20$937.3MMSFT, GOOGL, AAPL, MA, TMO
Q1 2024 19$820.3MMSFT, GOOGL, AAPL, MA, TMO