Jia Investment Alliance Pte. LTD.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Jia Investment Alliance Pte. LTD. reported 21 stock positions worth $943.0 million. Its top holding was Microsoft (MSFT) at 12.7% of the portfolio, followed by Alphabet Class A (GOOGL, 9.3%) and Apple (AAPL, 8.1%). Compared with Q1 2025, it sold out of 2, added to 2 and reduced 3. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +106%) and the biggest sale an exit from Vertex Pharmaceuticals (VRTX).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001966595
Portfolio Value
$943.0M (Q2 2025)
SEC Filing
0001966595-25-000004 ↗ filed Jul 7, 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 Q1 2025 Q2 2025: $943.0M $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 21 stocks · $943.0M
MSFT Microsoft Corp. 12.71% 240,900 $119.8M No change
GOOGL Alphabet Inc. Class A 9.27% 496,000 $87.4M No change
AAPL Apple Inc. 8.09% 371,700 $76.3M No change
AMZN Amazon.com Inc. 6.65% 285,680 $62.7M No change
ZS Zscaler Inc. 6.36% 191,060 $60.0M No change
NOW ServiceNow Inc. 5.61% 51,480 $52.9M No change
KLAC KLA Corp. 4.99% 52,500 $47.0M No change
V Visa Inc. Class A 4.02% 106,700 $37.9M Reduce -33.4%
MA Mastercard Inc. Class A 4.01% 67,300 $37.8M Reduce -33.3%
META Meta Platforms Inc. Class A 3.99% 51,000 $37.6M No change
REGN Regeneron Pharmaceuticals 3.75% 67,300 $35.3M Add +19.5%
TSM Taiwan Semiconductor-SP ADR 3.62% 150,700 $34.1M Add +106.4%
CRM Salesforce Inc. 3.41% 117,890 $32.1M No change
SPGI S&P Global Inc. 3.41% 60,900 $32.1M Reduce -33.4%
TMO Thermo Fisher Scientific Inc. 3.39% 78,800 $32.0M No change
NVO Novo-Nordisk A/S-Spons ADR 3.12% 426,700 $29.5M No change
PANW Palo Alto Networks Inc. 2.93% 135,200 $27.7M No change
CRWD CrowdStrike Holdings Inc. Class A 2.90% 53,600 $27.3M No change
ZTS Zoetis Inc. 2.88% 174,400 $27.2M No change
ADBE Adobe Inc. 2.46% 60,020 $23.2M No change
GEHC GE Healthcare Technology 2.44% 310,700 $23.0M No change

Portfolio Sells Q1 2025 → Q2 2025
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −4.09
AJG Arthur J Gallagher & Co. Sold out 0.00% −3.49
V Visa Inc. Class A Reduce -33.4% 4.02% −1.92
MA Mastercard Inc. Class A Reduce -33.3% 4.01% −1.84
SPGI S&P Global Inc. Reduce -33.4% 3.41% −1.51

Portfolio Buys Q1 2025 → Q2 2025
TSM Taiwan Semiconductor-SP ADR Add +106.4% 3.62% +2.34
REGN Regeneron Pharmaceuticals Add +19.5% 3.75% −0.03

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