MY.Alpha Management HK Advisors Ltd reported 8 positions worth $210.07M for the quarter ended Jun 30, 2026, down 14.5% on the prior quarter. It opened 2 new positions, added to 2, trimmed 3 and exited 5. Its largest holding is Futu Holdings Ltd at 19.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PAYP PayPay Corp | -1.52M | -100.0% | $32.47M | Exited |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -38.0K | -44.6% | $18.15M | 10.72% |
| MU Micron Technology Inc | -48.9K | -100.0% | $16.54M | Exited |
| BILI Bilibili Inc. | -422.3K | -100.0% | $9.53M | Exited |
| PBR Petrobras - Petroleo Brasileiro Sa | -434.8K | -100.0% | $9.02M | Exited |
| SNDK Sandisk Corp | -61.7K | -100.0% | $5.11M | Exited |
| NTES NetEase, Inc. | -30.5K | -16.2% | $3.91M | 9.61% |
| GDS GDS Holdings Ltd | -7,600 | -0.9% | $228.23K | 12.09% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FUTU Futu Holdings Ltd | Financial Services | 433.1K | $40.60M | 19.33% | +91.0K | +26.6% | Added | 0.31% |
| 2 | JOYY JOYY Inc. | Technology | 597.2K | $39.41M | 18.76% | 0 | 0.0% | Unchanged | 1.14% |
| 3 | ACMR ACM Research, Inc. | Technology | 249.5K | $31.66M | 15.07% | +249.5K | – | New | 0.36% |
| 4 | GDS GDS Holdings Ltd | Technology | 845.6K | $25.39M | 12.09% | -7,600 | -0.9% | Reduced | 0.41% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 47.2K | $22.52M | 10.72% | -38.0K | -44.6% | Reduced | 0% |
| 6 | NTES NetEase, Inc. | Technology | 157.5K | $20.18M | 9.61% | -30.5K | -16.2% | Reduced | 0.02% |
| 7 | BABA Alibaba Group Holding Ltd | Technology | 184.5K | $17.71M | 8.43% | +126.4K | +217.5% | Added | 0.01% |
| 8 | SE Sea Ltd | Technology | 131.5K | $12.60M | 6% | +131.5K | – | New | 0.02% |
Tip. Select a row to see that position’s full history at MY.Alpha Management HK Advisors.
As of its Q2 2026 13F filing, MY.Alpha Management HK Advisors Ltd’s five largest positions were Futu Holdings Ltd (FUTU) at 19.3%, JOYY Inc. (JOYY) at 18.8%, ACM Research, Inc. (ACMR) at 15.1%, GDS Holdings Ltd (GDS) at 12.1%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 10.7% of the reported portfolio.
MY.Alpha Management HK Advisors Ltd reported a 13F portfolio worth $210.07M across 8 positions for Q2 2026. That is down 14.5% from the previous quarter.
Its largest purchases by value were ACM Research, Inc. ($31.66M), Sea Ltd ($12.60M), Alibaba Group Holding Ltd ($12.13M). It opened 2 new positions.
Its largest sales by value were PayPay Corp ($32.47M), Taiwan Semiconductor Manufacturing Co Ltd ($18.15M), Micron Technology Inc ($16.54M). It exited 5 positions entirely.
From the Form 13F-HR reports MY.Alpha Management HK Advisors Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.