UG Investment Advisers Ltd.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), UG Investment Advisers Ltd. reported 9 stock positions worth $255.5 million. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 26.3% of the portfolio, followed by Micron Technology (MU, 20.1%) and Apple (AAPL, 19.9%). Compared with Q3 2024, it sold out of 2, added to 4 and reduced 2. The biggest buy was Alibaba Group Holding-SP ADR (BABA, shares +54%) and the biggest sale an exit from Tesla (TSLA).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001697814
Portfolio Value
$255.5M (Q4 2024)
SEC Filing
0001697814-25-000002 ↗ filed Jan 23, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $299.7M Q1 2024 Q2 2024: $292.8M Q2 2024 Q3 2024: $266.2M Q3 2024 Q4 2024: $255.5M $255.5M Q4 2024 Q1 2025: $364.1M Q1 2025 Q2 2025: $466.9M Q2 2025 Q3 2025: $582.8M Q3 2025 Q4 2025: $384.8M Q4 2025 Q1 2026: $109.6M Q1 2026 Q2 2026: $93.3M Q2 2026

Holdings 9 stocks · $255.5M
BABA Alibaba Group Holding-SP ADR 26.26% 791,239 $67.1M Add +53.7%
MU Micron Technology Inc. 20.07% 609,137 $51.3M Add +25.3%
AAPL Apple Inc. 19.87% 202,663 $50.8M Reduce -11.9%
QCOM Qualcomm Inc. 15.94% 265,144 $40.7M Reduce -13.0%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 7.87% 1,091,234 $20.1M Add +60.3%
VCSH Vanguard S/T Corp. Bond ETF 4.41% 144,516 $11.3M No change
NVDA Nvidia Corp. 3.47% 66,062 $8.9M No change
HPE Hewlett Packard Enterprise 1.37% 164,163 $3.5M No change
JD Jd.com Inc.-ADR 0.74% 54,524 $1.9M Add +495572.7%

Portfolio Sells Q3 2024 → Q4 2024
TSLA Tesla Inc. Sold out 0.00% −6.89
QCOM Qualcomm Inc. Reduce -13.0% 15.94% −3.52
BIDU Baidu Inc. - Spon ADR Sold out 0.00% −0.37
AAPL Apple Inc. Reduce -11.9% 19.87% −0.27

Portfolio Buys Q3 2024 → Q4 2024
BABA Alibaba Group Holding-SP ADR Add +53.7% 26.26% +5.73
BEKE Ke Holdings Inc.-ADR Add +60.3% 7.87% +2.78
MU Micron Technology Inc. Add +25.3% 20.07% +1.12
JD Jd.com Inc.-ADR Add +495572.7% 0.74% +0.74

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$93.3MORCL, BABA, NVDA, SPCX, ROG
Q1 2026 12$109.6MMU, BABA, QCOM, NVDA, LITE
Q4 2025 8$384.8MBABA, MU, QCOM, NVDA, AVGO
Q3 2025 10$582.8MBABA, QCOM, MU, BEKE, VCSH
Q2 2025 9$466.9MBABA, MU, QCOM, AMKR, BEKE
Q1 2025 11$364.1MBABA, QCOM, MU, BEKE, AAPL
Q4 2024 9$255.5MBABA, MU, AAPL, QCOM, BEKE
Q3 2024 11$266.2MBABA, AAPL, QCOM, MU, TSLA
Q2 2024 10$292.8MQCOM, MU, AAPL, BABA, TSLA
Q1 2024 12$299.7MQCOM, HPE, MU, BABA, AAPL