MY.Alpha Management HK Advisors Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), MY.Alpha Management HK Advisors Ltd reported 9 stock positions worth $259.6 million. Its top holding was iShares MSCI South Korea ETF (EWY) at 19.1% of the portfolio, followed by Futu Holdings Ltd.-ADR (FUTU, 15.6%) and Joyy Inc.-ADR (JOYY, 15.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 5, added to 2 and reduced 3. The biggest buy was a new position in iShares MSCI South Korea ETF (EWY) and the biggest sale an exit from Paypay (PAYP).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001910173
- Portfolio Value
- $259.6M (Q2 2026)
- SEC Filing
- 0001910173-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 9 stocks · $259.6M
| EWY iShares MSCI South Korea ETF | 19.08% | 245,400 | $49.5M | New |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 15.64% | 433,093 | $40.6M | Add +26.6% |
| JOYY Joyy Inc.-ADR | 15.18% | 597,162 | $39.4M | No change |
| ACMR Acm Research Inc. Class A | 12.19% | 249,500 | $31.7M | New |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 9.78% | 845,582 | $25.4M | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 8.68% | 47,160 | $22.5M | Reduce -44.6% |
| NTES Netease Inc.-ADR | 7.77% | 157,471 | $20.2M | Reduce -16.2% |
| BABA Alibaba Group Holding-SP ADR | 6.82% | 184,520 | $17.7M | Add +217.5% |
| SE Sea Ltd.-ADR | 4.85% | 131,500 | $12.6M | New |
Portfolio Sells Q1 2026 → Q2 2026
| PAYP Paypay Corp. | Sold out | 0.00% | −13.21 |
| MU Micron Technology Inc. | Sold out | 0.00% | −6.73 |
| GDS GDS Holdings Ltd. - ADR | Reduce -0.9% | 9.78% | −4.20 |
| BILI Bilibili Inc.-Sponsored ADR | Sold out | 0.00% | −3.88 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −3.67 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -44.6% | 8.68% | −3.03 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −2.08 |
| NTES Netease Inc.-ADR | Reduce -16.2% | 7.77% | −0.79 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $259.6M | EWY, FUTU, JOYY, ACMR, GDS |
| Q1 2026 | 11 | $245.8M | FUTU, JOYY, GDS, PAYP, TSM |
| Q4 2025Amended | 10 | $186.4M | FUTU, JOYY, SNDK, TSM, BILI |
| Q3 2025 | 11 | $154.5M | FUTU, ZK, JOYY, GDS, TSM |
| Q2 2025 | 15 | $134.7M | TSM, JOYY, ZK, GDS, QFIN |
| Q1 2025 | 18 | $201.0M | TAL, PDD, FUTU, X, QFIN |
| Q4 2024 | 17 | $227.5M | X, JOYY, TSM, FUTU, QFIN |
| Q3 2024 | 14 | $280.3M | PDD, FUTU, X, IQIYI INC, VNET |
| Q2 2024 | 16 | $265.5M | X, PDD, IQIYI INC (IQ 6.5 03/15/28), EDU, FUTU |
| Q1 2024 | 15 | $266.5M | EDU, IQIYI INC (IQ 6.5 03/15/28), PDD, FUTU, NTES |