13F HOLDINGS REPORT
UG Investment Advisers Ltd.
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001697814-25-000006
Total Value
$365.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 791,239 | $104.6M | 28.66% |
| 2 | QUALCOMM INC | QCOM | 621,486 | $95.5M | 26.15% |
| 3 | MICRON TECHNOLOGY INC | MU | 782,415 | $68.0M | 18.62% |
| 4 | KE HLDGS INC | BEKE | 1,288,991 | $25.9M | 7.09% |
| 5 | APPLE INC | AAPL | 97,414 | $21.6M | 5.93% |
| 6 | AMKOR TECHNOLOGY INC | AMKR | 1,165,923 | $21.1M | 5.77% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C409 | 144,516 | $11.4M | 3.12% |
| 8 | KANZHUN LIMITED | BZ | 469,560 | $9.0M | 2.47% |
| 9 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 164,163 | $2.5M | 0.69% |
| 10 | NVIDIA CORPORATION | NVDA | 22,470 | $2.4M | 0.67% |
| 11 | BROADCOM INC | AVGO | 12,244 | $2.1M | 0.56% |
| 12 | SUPER MICRO COMPUTER INC | SMCI | 1,000,000 | $975,020 | 0.27% |