Filed: 5/14/2025ACC: 0001910173-25-000003
📋 What this filing means
MY.ALPHA MANAGEMENT HK ADVISORS LTD filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $201.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$201.03M
Total AUM (reported)
10.89M
Total Shares
Allocation by class
SPONSORED ADS$92.40M46.0%
SPON ADS CL A$27.73M13.8%
COM$21.39M10.6%
ADR$18.14M9.0%
AMERICAN DEP$12.76M6.3%
SPONSORED ADS A$10.98M5.5%
ADS REPSTG COM A$10.07M5.0%
Portfolio Concentration
Top 3$80.33M40.0%
4–10$82.89M41.2%
11–25$37.81M18.8%
Top 3 weight
40.0%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 10.89M
Sole
Full voting authority
10.89M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
TAL EDUCATION GROUP
SOLEShares2.73M
TypeSH
Market value$36.12M
17.97%
Sole
2.73M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares187.30K
TypeSH
Market value$22.17M
11.03%
Sole
187.30K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares215.35K
TypeSH
Market value$22.04M
10.96%
Sole
215.35K
Shared
0.00
None
0.00
UNITED STATES STL CORP NEW
SOLEShares415.86K
TypeSH
Market value$17.57M
8.74%
Sole
415.86K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares284.12K
TypeSH
Market value$12.76M
6.35%
Sole
284.12K
Shared
0.00
None
0.00
KE HOLDINGS INC
SOLEShares618.62K
TypeSH
Market value$12.43M
6.18%
Sole
618.62K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares66.30K
TypeSH
Market value$11.01M
5.47%
Sole
66.30K
Shared
0.00
None
0.00
VNET GROUP INC
SOLEShares1.34M
TypeSH
Market value$10.98M
5.46%
Sole
1.34M
Shared
0.00
None
0.00
LEXINFINTECH HOLDINGS INC
SOLEShares941.18K
TypeSH
Market value$9.50M
4.72%
Sole
941.18K
Shared
0.00
None
0.00
ZAI LAB LTD
SOLEShares239.15K
TypeSH
Market value$8.64M
4.30%
Sole
239.15K
Shared
0.00
None
0.00
ZHIHU INC
SOLEShares1.69M
TypeSH
Market value$7.23M
3.60%
Sole
1.69M
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares309.25K
TypeSH
Market value$6.53M
3.25%
Sole
309.25K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares138.30K
TypeSH
Market value$5.69M
2.83%
Sole
138.30K
Shared
0.00
None
0.00
JOYY INC
SOLEShares127.43K
TypeSH
Market value$5.35M
2.66%
Sole
127.43K
Shared
0.00
None
0.00
AGORA INC
SOLEShares1.17M
TypeSH
Market value$4.72M
2.35%
Sole
1.17M
Shared
0.00
None
0.00
TESLA INC
SOLEShares14.71K
TypeSH
Market value$3.81M
1.90%
Sole
14.71K
Shared
0.00
None
0.00
HESAI GROUP
SOLEShares233.25K
TypeSH
Market value$3.45M
1.72%
Sole
233.25K
Shared
0.00
None
0.00
VICARIOUS SURGICAL INC
SOLEShares157.94K
TypeSH
Market value$1.04M
0.52%
Sole
157.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAL EDUCATION GROUPSOLE | SPONSORED ADS | 2.73M | SH | $36.12M 17.97% | 2.73M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 187.30K | SH | $22.17M 11.03% | 187.30K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 215.35K | SH | $22.04M 10.96% | 215.35K | 0.00 | 0.00 |
UNITED STATES STL CORP NEWSOLE | COM | 415.86K | SH | $17.57M 8.74% | 415.86K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 284.12K | SH | $12.76M 6.35% | 284.12K | 0.00 | 0.00 |
KE HOLDINGS INCSOLE | SPONSORED ADS | 618.62K | SH | $12.43M 6.18% | 618.62K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 66.30K | SH | $11.01M 5.47% | 66.30K | 0.00 | 0.00 |
VNET GROUP INCSOLE | SPONSORED ADS A | 1.34M | SH | $10.98M 5.46% | 1.34M | 0.00 | 0.00 |
LEXINFINTECH HOLDINGS INCSOLE | ADR | 941.18K | SH | $9.50M 4.72% | 941.18K | 0.00 | 0.00 |
ZAI LAB LTDSOLE | ADR | 239.15K | SH | $8.64M 4.30% | 239.15K | 0.00 | 0.00 |
ZHIHU INCSOLE | SPONSORED ADS | 1.69M | SH | $7.23M 3.60% | 1.69M | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 309.25K | SH | $6.53M 3.25% | 309.25K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 138.30K | SH | $5.69M 2.83% | 138.30K | 0.00 | 0.00 |
JOYY INCSOLE | ADS REPSTG COM A | 127.43K | SH | $5.35M 2.66% | 127.43K | 0.00 | 0.00 |
AGORA INCSOLE | ADS REPSTG COM A | 1.17M | SH | $4.72M 2.35% | 1.17M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 14.71K | SH | $3.81M 1.90% | 14.71K | 0.00 | 0.00 |
HESAI GROUPSOLE | SPONSORED ADS | 233.25K | SH | $3.45M 1.72% | 233.25K | 0.00 | 0.00 |
VICARIOUS SURGICAL INCSOLE | COM CL A | 157.94K | SH | $1.04M 0.52% | 157.94K | 0.00 | 0.00 |