13F HOLDINGS REPORT
UG Investment Advisers Ltd.
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001697814-26-000002
Total Value
$434.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,359,363 | $199.3M | 45.91% |
| 2 | MICRON TECHNOLOGY INC | MU | 315,023 | $89.9M | 20.72% |
| 3 | QUALCOMM INC | QCOM | 438,981 | $75.1M | 17.30% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 17,440,000 | $27.2M | 6.27% |
| 5 | JD.COM INC | JDCMF | 21,000,000 | $21.1M | 4.85% |
| 6 | NVIDIA CORPORATION | NVDA | 54,483 | $10.2M | 2.34% |
| 7 | BROADCOM INC | AVGO | 14,265 | $4.9M | 1.14% |
| 8 | AMKOR TECHNOLOGY INC | AMKR | 70,989 | $2.8M | 0.65% |
| 9 | PROSHARES TR II | 74347Y730 | 103,016 | $2.6M | 0.61% |
| 10 | SUPER MICRO COMPUTER INC | SMCI | 1,000,000 | $900,030 | 0.21% |
| 11 | KE HLDGS INC | BEKE | 54 | $851 | 0.00% |