Value Star Asset Management (Hong Kong) Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Value Star Asset Management (Hong Kong) Ltd reported 10 stock positions worth $49.2 million. Its top holding was Alphabet Class A (GOOGL) at 19.8% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 17.0%) and Amazon.com (AMZN, 15.6%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 5 and reduced 2. The biggest buy was Alphabet Class A (GOOGL, shares +167%) and the biggest sale an exit from Vistra (VST).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001842246
- Portfolio Value
- $49.2M (Q3 2025)
- SEC Filing
- 0001842246-25-000005 ↗ filed Oct 31, 2025
Holdings Value
Holdings 10 stocks · $49.2M
| GOOGL Alphabet Inc. Class A | 19.78% | 40,000 | $9.7M | Add +166.7% |
| TSM Taiwan Semiconductor-SP ADR | 17.02% | 30,000 | $8.4M | Add +100.0% |
| AMZN Amazon.com Inc. | 15.61% | 35,000 | $7.7M | Add +40.0% |
| META Meta Platforms Inc. Class A | 13.42% | 9,000 | $6.6M | Add +12.5% |
| HCA HCA Healthcare Inc. | 8.66% | 10,000 | $4.3M | Reduce -16.7% |
| SHLD Global X Defense Tech ETF | 7.13% | 50,000 | $3.5M | New |
| CEG Constellation Energy | 6.40% | 10,000 | $3.1M | Add +233.3% |
| SNOW Snowflake Inc. | 4.58% | 10,000 | $2.3M | No change |
| HOOD Robinhood Markets Inc. Class A | 4.36% | 15,000 | $2.1M | New |
| ZS Zscaler Inc. | 3.04% | 5,000 | $1.5M | Reduce -50.0% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +166.7% | 19.78% | +11.59 |
| SHLD Global X Defense Tech ETF | New | 7.13% | +7.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +100.0% | 17.02% | +6.55 |
| HOOD Robinhood Markets Inc. Class A | New | 4.36% | +4.36 |
| CEG Constellation Energy | Add +233.3% | 6.40% | +3.41 |
| AMZN Amazon.com Inc. | Add +40.0% | 15.61% | −1.29 |
| META Meta Platforms Inc. Class A | Add +12.5% | 13.42% | −4.76 |
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 |