MY.Alpha Management HK Advisors Ltd

报告期 2026-03-31 · CIK 0001910173

持仓数

前50大市值合计

$245.8M

报告期

2026-03-31

当前持仓调仓

前 11 大持仓

标的

类型

市值

股数

占比*

FUTU FUTU HLDGS LTD

SPON ADS CL A

$46.8M

342,069

19.0%

JOYY JOYY INC

ADS REPSTG COM A

$34.9M

597,162

14.2%

GDS GDS HLDGS LTD

SPONSORED ADS

$34.4M

853,182

14.0%

PAYP PAYPAY CORP

SPONSORED ADS

$32.5M

1,521,400

13.2%

TSM TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS

$28.8M

85,160

11.7%

NTES NETEASE INC

SPONSORED ADS

$21.0M

187,971

8.6%

MU MICRON TECHNOLOGY INC

COM

$16.5M

48,945

6.7%

BILI BILIBILI INC

SPON ADR REP Z

$9.5M

422,312

3.9%

PBR PETROLEO BRASILEIRO S A

SPONSORED ADS

$7.3M

58,120

3.0%

SNDK SEA LTD

COM

$5.1M

61,700

2.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

81%前 6 大占比

FUTU19.0%JOYY14.2%GDS14.0%PAYP13.2%TSM11.7%NTES8.6%