Value Star Asset Management (Hong Kong) Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Value Star Asset Management (Hong Kong) Ltd reported 10 stock positions worth $32.5 million. Its top holding was Meta Platforms Class A (META) at 18.2% of the portfolio, followed by Amazon.com (AMZN, 16.9%) and HCA Healthcare (HCA, 14.2%). Compared with Q1 2025, it opened 1 new position, added to 6 and reduced 2. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Vistra (VST, shares −11%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001842246
- Portfolio Value
- $32.5M (Q2 2025)
- SEC Filing
- 0001842246-25-000004 ↗ filed Jul 31, 2025
Holdings Value
Holdings 10 stocks · $32.5M
| META Meta Platforms Inc. Class A | 18.19% | 8,000 | $5.9M | Add +100.0% |
| AMZN Amazon.com Inc. | 16.89% | 25,000 | $5.5M | Add +66.7% |
| HCA HCA Healthcare Inc. | 14.16% | 12,000 | $4.6M | Add +20.0% |
| TSM Taiwan Semiconductor-SP ADR | 10.46% | 15,000 | $3.4M | Add +50.0% |
| ZS Zscaler Inc. | 9.67% | 10,000 | $3.1M | Add +66.7% |
| VST Vistra Corp. | 8.75% | 8,000 | $2.8M | Reduce -11.1% |
| GOOGL Alphabet Inc. Class A | 8.20% | 15,000 | $2.7M | New |
| SNOW Snowflake Inc. | 6.89% | 10,000 | $2.2M | Add +66.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.80% | 10,000 | $1.2M | No change |
| CEG Constellation Energy | 2.98% | 3,000 | $968K | Reduce -25.0% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | New | 8.20% | +8.20 |
| META Meta Platforms Inc. Class A | Add +100.0% | 18.19% | +4.09 |
| ZS Zscaler Inc. | Add +66.7% | 9.67% | +2.39 |
| SNOW Snowflake Inc. | Add +66.7% | 6.89% | +1.53 |
| TSM Taiwan Semiconductor-SP ADR | Add +50.0% | 10.46% | +0.32 |
| AMZN Amazon.com Inc. | Add +66.7% | 16.89% | −0.55 |
| HCA HCA Healthcare Inc. | Add +20.0% | 14.16% | −6.97 |
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 |