Value Star Asset Management (Hong Kong) Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Value Star Asset Management (Hong Kong) Ltd reported 22 stock positions worth $289.9 million. Its top holding was Microsoft (MSFT) at 21.5% of the portfolio, followed by Tesla (TSLA, 15.9%) and Cloudflare Class A (NET, 11.8%). Compared with Q4 2023, it opened 6 new positions, sold out of 5, added to 6 and reduced 7. The biggest buy was a new position in Rockwell Automation (ROK) and the biggest sale Lululemon Athletica (LULU, shares −42%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001842246
- Portfolio Value
- $289.9M (Q1 2024)
- SEC Filing
- 0001842246-24-000002 ↗ filed May 8, 2024
Holdings Value
Holdings 22 stocks · $289.9M
| MSFT Microsoft Corp. | 21.48% | 148,001 | $62.3M | No change |
| TSLA Tesla Inc. | 15.87% | 261,730 | $46.0M | Add +21.5% |
| NET Cloudflare Inc. Class A | 11.78% | 352,800 | $34.2M | No change |
| PDD PDD Holdings Inc. | 9.50% | 236,968 | $27.5M | Reduce -0.8% |
| NVDA Nvidia Corp. | 8.38% | 26,890 | $24.3M | Reduce -17.7% |
| SNOW Snowflake Inc. | 7.25% | 130,012 | $21.0M | Reduce -4.4% |
| UBER Uber Technologies Inc. | 4.84% | 182,088 | $14.0M | Add +46.3% |
| AMD Advanced Micro Devices | 3.98% | 64,000 | $11.6M | Reduce -56.5% |
| LULU Lululemon Athletica Inc. | 3.14% | 23,280 | $9.1M | Reduce -41.8% |
| META Meta Platforms Inc. Class A | 2.51% | 15,000 | $7.3M | Add +25.0% |
| ROK Rockwell Automation Inc. | 2.43% | 24,200 | $7.0M | New |
| AMZN Amazon.com Inc. | 1.87% | 30,000 | $5.4M | Add +66.7% |
| HCA HCA Healthcare Inc. | 1.15% | 10,000 | $3.3M | Add +25.0% |
| MRNA Moderna Inc. | 1.15% | 31,249 | $3.3M | No change |
| MU Micron Technology Inc. | 1.02% | 25,000 | $2.9M | New |
| V Visa Inc. Class A | 0.96% | 10,000 | $2.8M | Add +42.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.84% | 18,000 | $2.4M | New |
| AS Amer Sports Inc. | 0.71% | 126,500 | $2.1M | New |
| CRM Salesforce Inc. | 0.42% | 4,000 | $1.2M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.33% | 3,000 | $961K | Reduce -40.0% |
| ZS Zscaler Inc. | 0.27% | 4,000 | $770K | Reduce -20.0% |
| ARKK ARK Innovation ETF | 0.12% | 7,000 | $350K | New |
Portfolio Sells Q4 2023 → Q1 2024
| LULU Lululemon Athletica Inc. | Reduce -41.8% | 3.14% | −3.86 |
| AMD Advanced Micro Devices | Reduce -56.5% | 3.98% | −3.43 |
| PDD PDD Holdings Inc. | Reduce -0.8% | 9.50% | −2.45 |
| SNOW Snowflake Inc. | Reduce -4.4% | 7.25% | −2.01 |
| INMD Inmode Ltd. | Sold out | 0.00% | −1.53 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.72 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.60 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.19 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.14 |
| ZS Zscaler Inc. | Reduce -20.0% | 0.27% | −0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -40.0% | 0.33% | −0.10 |
| NVDA Nvidia Corp. | Reduce -17.7% | 8.38% | +2.84 |
Portfolio Buys Q4 2023 → Q1 2024
| ROK Rockwell Automation Inc. | New | 2.43% | +2.43 |
| UBER Uber Technologies Inc. | Add +46.3% | 4.84% | +2.21 |
| META Meta Platforms Inc. Class A | Add +25.0% | 2.51% | +1.06 |
| MU Micron Technology Inc. | New | 1.02% | +1.02 |
| AMZN Amazon.com Inc. | Add +66.7% | 1.87% | +0.93 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.84% | +0.84 |
| AS Amer Sports Inc. | New | 0.71% | +0.71 |
| CRM Salesforce Inc. | New | 0.42% | +0.42 |
| HCA HCA Healthcare Inc. | Add +25.0% | 1.15% | +0.41 |
| V Visa Inc. Class A | Add +42.9% | 0.96% | +0.34 |
| ARKK ARK Innovation ETF | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | Add +21.5% | 15.87% | −2.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 10 | $49.2M | GOOGL, TSM, AMZN, META, HCA |
| Q2 2025 | 10 | $32.5M | META, AMZN, HCA, TSM, ZS |
| Q1 2025 | 9 | $16.4M | HCA, AMZN, META, VST, TSM |
| Q4 2024 | 13 | $31.7M | META, AMZN, VST, TSM, HCA |
| Q3 2024 | 9 | $26.7M | AMZN, META, V, HCA, AAPL |
| Q2 2024 | 18 | $269.8M | MSFT, TSLA, PDD, NVDA, NET |
| Q1 2024 | 22 | $289.9M | MSFT, TSLA, NET, PDD, NVDA |