MY.Alpha Management HK Advisors Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), MY.Alpha Management HK Advisors Ltd reported 14 stock positions worth $280.3 million. Its top holding was PDD (PDD) at 17.7% of the portfolio, followed by Futu Holdings Ltd.-ADR (FUTU, 12.8%) and United States Steel (X, 12.3%). Compared with Q2 2024, it opened 5 new positions, sold out of 7, added to 2 and reduced 7. The biggest buy was a new position in Iqiyi and the biggest sale an exit from Iqiyi Inc. (iq 6.5 03/15/28).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001910173
- Portfolio Value
- $280.3M (Q3 2024)
- SEC Filing
- 0001910173-24-000008 ↗ filed Nov 13, 2024
Holdings Value
Holdings 14 stocks · $280.3M
| PDD PDD Holdings Inc. | 17.73% | 368,487 | $49.7M | Add +40.1% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 12.79% | 374,898 | $35.9M | Add +19.7% |
| X United States Steel Corp. | 12.31% | 976,892 | $34.5M | Reduce -22.7% |
| IQIYI INC | 12.16% | 35,600,000 | $34.1M | New |
| VNET Vnet Group Inc.-ADR | 6.90% | 4,736,798 | $19.3M | Reduce -13.0% |
| EDU New Oriental Educatio-SP ADR | 6.44% | 238,052 | $18.1M | Reduce -23.4% |
| JOYY Joyy Inc.-ADR | 6.03% | 466,469 | $16.9M | Reduce -13.6% |
| JD Jd.com Inc.-ADR | 5.87% | 411,515 | $16.5M | New |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 5.59% | 69,762 | $15.7M | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 4.69% | 659,558 | $13.1M | Reduce -23.2% |
| BILIBILI INC (BILI 0.5 12/01/26) | 3.53% | 9,995,000 | $9.9M | New |
| TSM Taiwan Semiconductor-SP ADR | 3.07% | 49,542 | $8.6M | Reduce -28.7% |
| MNSO Miniso Group Holding Ltd.-ADR | 2.53% | 403,600 | $7.1M | New |
| RBOT Vicarious Surgical Inc. Class A | 0.37% | 182,435 | $1.0M | Reduce -12.0% |
Portfolio Sells Q2 2024 → Q3 2024
| IQIYI INC (IQ 6.5 03/15/28) | Sold out | 0.00% | −12.85 |
| X United States Steel Corp. | Reduce -22.7% | 12.31% | −5.69 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −4.45 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −4.31 |
| BILIBILI INC | Sold out | 0.00% | −3.66 |
| EDU New Oriental Educatio-SP ADR | Reduce -23.4% | 6.44% | −2.66 |
| DQ Daqo New Energy Corp.-ADR | Sold out | 0.00% | −2.46 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −2.35 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −1.91 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -28.7% | 3.07% | −1.48 |
| RBOT Vicarious Surgical Inc. Class A | Reduce -12.0% | 0.37% | −0.09 |
| JOYY Joyy Inc.-ADR | Reduce -13.6% | 6.03% | −0.08 |
| BEKE Ke Holdings Inc.-ADR | Reduce -23.2% | 4.69% | +0.11 |
| VNET Vnet Group Inc.-ADR | Reduce -13.0% | 6.90% | +2.60 |
Portfolio Buys Q2 2024 → Q3 2024
| IQIYI INC | New | 12.16% | +12.16 |
| JD Jd.com Inc.-ADR | New | 5.87% | +5.87 |
| ONC Beone Medicines Ltd.-ADR | New | 5.59% | +5.59 |
| FUTU Futu Holdings Ltd.-ADR | Add +19.7% | 12.79% | +5.06 |
| PDD PDD Holdings Inc. | Add +40.1% | 17.73% | +4.56 |
| BILIBILI INC (BILI 0.5 12/01/26) | New | 3.53% | +3.53 |
| MNSO Miniso Group Holding Ltd.-ADR | New | 2.53% | +2.53 |
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 |