True Light Capital Pte. Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), True Light Capital Pte. Ltd. reported 8 stock positions worth $221.6 million. Its top holding was PDD (PDD) at 30.8% of the portfolio, followed by Alibaba Group Holding-SP ADR (BABA, 17.7%) and H World Group Ltd.-ADR (HTHT, 17.0%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0002107386
- Portfolio Value
- $221.6M (Q4 2025)
- SEC Filing
- 0002107386-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 8 stocks · $221.6M
| PDD PDD Holdings Inc. | 30.82% | 602,262 | $68.3M | — |
| BABA Alibaba Group Holding-SP ADR | 17.68% | 267,275 | $39.2M | — |
| HTHT H World Group Ltd.-ADR | 16.97% | 799,189 | $37.6M | — |
| YUMC Yum China Holdings Inc. | 14.73% | 683,881 | $32.6M | — |
| TCOM Trip.com Group Ltd.-ADR | 12.13% | 373,751 | $26.9M | — |
| AS Amer Sports Inc. | 5.51% | 327,000 | $12.2M | — |
| NTES Netease Inc.-ADR | 1.69% | 27,202 | $3.7M | — |
| ONC Beone Medicines Ltd.-ADR | 0.48% | 3,480 | $1.1M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.