Institutional Manager · CIK 0001633603
All-Stars Investment Ltd
HONG KONG, K3 · File #028-16588
Latest AUM
$267.5M
Positions
4
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | PDD HOLDINGS INC | PDD | -3,350 | -$379,856 | -$657,301 |
| ADD | ISHARES ETHEREUM TR | 46438R105 | +5,000 | +$112,150 | -$4.0M |
| REDUCE | FULL TRUCK ALLIANCE CO LTD | YMM | 0 | $0 | -$49.5M |
| REDUCE | ISHARES BITCOIN TRUST ETF | IBIT | 0 | $0 | -$5.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $267.5M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $327.2M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $297.9M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $324.3M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $273.1M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $244.1M
- 13F HOLDINGS REPORTQ/E Jun 20244 pos · $280.2M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $250.7M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $268.1M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD | YMM | 22,095,164 | $237.1M | 88.62% |
| 2 | ISHARES BITCOIN TRUST ETF | IBIT | 341,000 | $16.9M | 6.33% |
| 3 | ISHARES ETHEREUM TR | 46438R105 | 443,000 | $9.9M | 3.71% |
| 4 | PDD HOLDINGS INC | PDD | 31,650 | $3.6M | 1.34% |