13F HOLDINGS REPORT
UG Investment Advisers Ltd.
Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001697814-25-000008
Total Value
$523.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,764,091 | $200.1M | 38.19% |
| 2 | MICRON TECHNOLOGY INC | MU | 825,664 | $101.8M | 19.43% |
| 3 | QUALCOMM INC | QCOM | 579,387 | $92.3M | 17.61% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 26,500,000 | $33.9M | 6.48% |
| 5 | AMKOR TECHNOLOGY INC | AMKR | 1,109,481 | $23.3M | 4.45% |
| 6 | KE HLDGS INC | BEKE | 1,288,991 | $22.9M | 4.37% |
| 7 | JD.COM INC | JDCMF | 21,000,000 | $22.0M | 4.20% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C409 | 158,647 | $12.6M | 2.41% |
| 9 | NVIDIA CORPORATION | NVDA | 52,790 | $8.3M | 1.59% |
| 10 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 164,163 | $3.4M | 0.64% |
| 11 | BROADCOM INC | AVGO | 8,453 | $2.3M | 0.44% |
| 12 | SUPER MICRO COMPUTER INC | SMCI | 1,000,000 | $1.0M | 0.20% |