13F HOLDINGS REPORT
MY.Alpha Management HK Advisors Ltd
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001910173-24-000006
Total Value
$265.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED STATES STEEL CORP | UNTCW | 1,264,382 | $47.8M | 18.00% |
| 2 | PDD HOLDINGS INC | PDD | 262,978 | $35.0M | 13.17% |
| 3 | IQIYI INC | IQ | 35,600,000 | $34.1M | 12.85% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 310,926 | $24.2M | 9.10% |
| 5 | FUTU HLDGS LTD | FUTU | 313,198 | $20.5M | 7.74% |
| 6 | JOYY INC | JOYY | 539,728 | $16.2M | 6.12% |
| 7 | KE HLDGS INC | BEKE | 858,297 | $12.1M | 4.57% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 69,483 | $12.1M | 4.55% |
| 9 | TENCENT MUSIC ENTMT GROUP | XHLD | 840,772 | $11.8M | 4.45% |
| 10 | TRIP COM GROUP LTD | TRPCF | 243,671 | $11.5M | 4.31% |
| 11 | VNET GROUP INC | VNET | 5,445,873 | $11.4M | 4.30% |
| 12 | BILIBILI INC | BLBLF | 9,995,000 | $9.7M | 3.66% |
| 13 | DAQO NEW ENERGY CORP | DQ | 447,177 | $6.5M | 2.46% |
| 14 | NETEASE INC | NETTF | 65,300 | $6.2M | 2.35% |
| 15 | AMKOR TECHNOLOGY INC | AMKR | 126,860 | $5.1M | 1.91% |
| 16 | VICARIOUS SURGICAL INC | RBOTW | 207,335 | $1.2M | 0.46% |