Value Star Asset Management (Hong Kong) Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Value Star Asset Management (Hong Kong) Ltd reported 13 stock positions worth $31.7 million. Its top holding was Meta Platforms Class A (META) at 20.3% of the portfolio, followed by Amazon.com (AMZN, 19.4%) and Vistra (VST, 15.0%). Compared with Q3 2024, it opened 6 new positions, sold out of 2, added to 3 and reduced 2. The biggest buy was a new position in Vistra (VST) and the biggest sale an exit from Visa Class A (V).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001842246
- Portfolio Value
- $31.7M (Q4 2024)
- SEC Filing
- 0001842246-25-000001 ↗ filed Feb 7, 2025
Holdings Value
Holdings 13 stocks · $31.7M
| META Meta Platforms Inc. Class A | 20.32% | 11,000 | $6.4M | Add +46.7% |
| AMZN Amazon.com Inc. | 19.38% | 28,000 | $6.1M | Reduce -6.7% |
| VST Vistra Corp. | 14.95% | 15,000 | $4.7M | New |
| TSM Taiwan Semiconductor-SP ADR | 9.97% | 16,000 | $3.2M | No change |
| HCA HCA Healthcare Inc. | 7.57% | 8,000 | $2.4M | Add +14.3% |
| MSFT Microsoft Corp. | 5.32% | 4,000 | $1.7M | Reduce -33.3% |
| CMI Cummins Inc. | 4.40% | 4,000 | $1.4M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.81% | 10,000 | $1.2M | New |
| SAIA Saia Inc. | 3.59% | 2,500 | $1.1M | New |
| MRVL Marvell Technology Inc. | 3.48% | 10,000 | $1.1M | New |
| ZS Zscaler Inc. | 3.41% | 6,000 | $1.1M | Add +20.0% |
| SNOW Snowflake Inc. | 1.95% | 4,000 | $618K | New |
| PDD PDD Holdings Inc. | 1.84% | 6,000 | $582K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| VST Vistra Corp. | New | 14.95% | +14.95 |
| CMI Cummins Inc. | New | 4.40% | +4.40 |
| META Meta Platforms Inc. Class A | Add +46.7% | 20.32% | +4.22 |
| TJX TJX Companies Inc. | New | 3.81% | +3.81 |
| SAIA Saia Inc. | New | 3.59% | +3.59 |
| MRVL Marvell Technology Inc. | New | 3.48% | +3.48 |
| SNOW Snowflake Inc. | New | 1.95% | +1.95 |
| ZS Zscaler Inc. | Add +20.0% | 3.41% | +0.21 |
| HCA HCA Healthcare Inc. | Add +14.3% | 7.57% | −3.09 |
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 |