13F HOLDINGS REPORT
True Light Capital Pte. Ltd.
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0002107386-26-000001
Total Value
$221.6M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 602,262 | $68.3M | 30.82% |
| 2 | ALIBABA GROUP HOLDING | BBAAY | 267,275 | $39.2M | 17.68% |
| 3 | H WORLD GROUP LTD | HWLDF | 799,189 | $37.6M | 16.97% |
| 4 | YUM CHINA HOLDINGS INC | YUMC | 683,881 | $32.6M | 14.73% |
| 5 | TRIP COM GROUP LTD | TRPCF | 373,751 | $26.9M | 12.13% |
| 6 | AMER SPORTS INC | AS | 327,000 | $12.2M | 5.51% |
| 7 | NETEASE INC | NETTF | 27,202 | $3.7M | 1.69% |
| 8 | BEONE MEDICINES LTD | BEIGF | 3,480 | $1.1M | 0.48% |