13F HOLDINGS REPORT
UG Investment Advisers Ltd.
Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001697814-25-000015
Total Value
$638.8M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,556,654 | $278.2M | 43.55% |
| 2 | QUALCOMM INC | QCOM | 888,660 | $147.8M | 23.14% |
| 3 | MICRON TECHNOLOGY INC | MU | 559,240 | $93.6M | 14.65% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 17,440,000 | $32.2M | 5.05% |
| 5 | KE HLDGS INC | BEKE | 1,288,991 | $24.5M | 3.83% |
| 6 | JD.COM INC | JDCMF | 21,000,000 | $22.7M | 3.56% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C409 | 171,647 | $13.7M | 2.15% |
| 8 | NVIDIA CORPORATION | NVDA | 46,514 | $8.7M | 1.36% |
| 9 | AMKOR TECHNOLOGY INC | AMKR | 177,265 | $5.0M | 0.79% |
| 10 | APPLE INC | AAPL | 17,474 | $4.4M | 0.70% |
| 11 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 164,163 | $4.0M | 0.63% |
| 12 | BROADCOM INC | AVGO | 8,453 | $2.8M | 0.44% |
| 13 | SUPER MICRO COMPUTER INC | SMCI | 1,000,000 | $1.0M | 0.16% |