True Light Capital Pte. Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), True Light Capital Pte. Ltd. reported 8 stock positions worth $151.7 million. Its top holding was PDD (PDD) at 29.6% of the portfolio, followed by H World Group Ltd.-ADR (HTHT, 18.5%) and Alibaba Group Holding-SP ADR (BABA, 16.9%). Compared with Q1 2026, it reduced 3. The biggest sale was Yum China (YUMC, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0002107386
- Portfolio Value
- $151.7M (Q2 2026)
- SEC Filing
- 0002107386-26-000010 ↗ filed Aug 7, 2026
Holdings Value
Holdings 8 stocks · $151.7M
| PDD PDD Holdings Inc. | 29.61% | 589,064 | $44.9M | Reduce -6.0% |
| HTHT H World Group Ltd.-ADR | 18.47% | 671,736 | $28.0M | Reduce -0.4% |
| BABA Alibaba Group Holding-SP ADR | 16.91% | 267,275 | $25.7M | No change |
| YUMC Yum China Holdings Inc. | 10.23% | 379,886 | $15.5M | Reduce -29.5% |
| AS Amer Sports Inc. | 10.20% | 457,150 | $15.5M | No change |
| TCOM Trip.com Group Ltd.-ADR | 9.81% | 373,751 | $14.9M | No change |
| NTES Netease Inc.-ADR | 4.12% | 48,754 | $6.2M | No change |
| ONC Beone Medicines Ltd.-ADR | 0.65% | 3,480 | $992K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||