Value Star Asset Management (Hong Kong) Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Value Star Asset Management (Hong Kong) Ltd reported 18 stock positions worth $269.8 million. Its top holding was Microsoft (MSFT) at 24.5% of the portfolio, followed by Tesla (TSLA, 20.3%) and PDD (PDD, 13.7%). Compared with Q1 2024, it opened 2 new positions, sold out of 6, added to 6 and reduced 4. The biggest buy was Tesla (TSLA, shares +6%) and the biggest sale an exit from Snowflake (SNOW).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001842246
- Portfolio Value
- $269.8M (Q2 2024)
- SEC Filing
- 0001842246-24-000004 ↗ filed Jul 25, 2024
Holdings Value
Holdings 18 stocks · $269.8M
| MSFT Microsoft Corp. | 24.52% | 148,001 | $66.1M | No change |
| TSLA Tesla Inc. | 20.35% | 277,430 | $54.9M | Add +6.0% |
| PDD PDD Holdings Inc. | 13.75% | 278,968 | $37.1M | Add +17.7% |
| NVDA Nvidia Corp. | 12.31% | 268,900 | $33.2M | No change |
| NET Cloudflare Inc. Class A | 9.71% | 316,332 | $26.2M | Reduce -10.3% |
| UBER Uber Technologies Inc. | 4.37% | 162,088 | $11.8M | Reduce -11.0% |
| META Meta Platforms Inc. Class A | 2.80% | 15,000 | $7.6M | No change |
| AMZN Amazon.com Inc. | 2.51% | 35,000 | $6.8M | Add +16.7% |
| ROK Rockwell Automation Inc. | 2.47% | 24,200 | $6.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.67% | 26,000 | $4.5M | Add +44.4% |
| V Visa Inc. Class A | 1.56% | 16,000 | $4.2M | Add +60.0% |
| MU Micron Technology Inc. | 1.22% | 25,000 | $3.3M | No change |
| HCA HCA Healthcare Inc. | 1.19% | 10,000 | $3.2M | No change |
| AMD Advanced Micro Devices | 0.53% | 8,780 | $1.4M | Reduce -86.3% |
| QCOM Qualcomm Inc. | 0.52% | 7,000 | $1.4M | New |
| ABNB Airbnb Inc. Class A | 0.39% | 7,000 | $1.1M | New |
| ZS Zscaler Inc. | 0.14% | 2,000 | $384K | Reduce -50.0% |
| LULU Lululemon Athletica Inc. | 0.01% | 4,653,746 | $16K | Add +19890.3% |
Portfolio Sells Q1 2024 → Q2 2024
| SNOW Snowflake Inc. | Sold out | 0.00% | −7.25 |
| AMD Advanced Micro Devices | Reduce -86.3% | 0.53% | −3.46 |
| NET Cloudflare Inc. Class A | Reduce -10.3% | 9.71% | −2.07 |
| MRNA Moderna Inc. | Sold out | 0.00% | −1.15 |
| AS Amer Sports Inc. | Sold out | 0.00% | −0.71 |
| UBER Uber Technologies Inc. | Reduce -11.0% | 4.37% | −0.47 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.42 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.33 |
| ZS Zscaler Inc. | Reduce -50.0% | 0.14% | −0.12 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.12 |
Portfolio Buys Q1 2024 → Q2 2024
| TSLA Tesla Inc. | Add +6.0% | 20.35% | +4.47 |
| PDD PDD Holdings Inc. | Add +17.7% | 13.75% | +4.24 |
| TSM Taiwan Semiconductor-SP ADR | Add +44.4% | 1.67% | +0.83 |
| AMZN Amazon.com Inc. | Add +16.7% | 2.51% | +0.64 |
| V Visa Inc. Class A | Add +60.0% | 1.56% | +0.59 |
| QCOM Qualcomm Inc. | New | 0.52% | +0.52 |
| ABNB Airbnb Inc. Class A | New | 0.39% | +0.39 |
| LULU Lululemon Athletica Inc. | Add +19890.3% | 0.01% | −3.13 |
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 |