Institutions / UG Investment Advisers Ltd.

UG Investment Advisers Ltd.

CIK 1697814 · Institution · as of Dec 31, 2025

Portfolio value

$433.98M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Alibaba Group Holding LtdBABA	ADR	$199.26M	1,359,363	45.9%
Micron Technology Inc	—	$89.91M	315,023	20.7%
Qualcomm INC/DE	—	$75.09M	438,981	17.3%
Alibaba Group Hldg Ltd	—	$27.23M	17,440,000	6.3%
Jd.com Inc	—	$21.06M	21,000,000	4.9%
NVIDIA Corp	—	$10.16M	54,483	2.3%
Broadcom Inc.	—	$4.94M	14,265	1.1%
Amkor Technology Inc	—	$2.80M	70,989	0.6%
ProShares Tr II	—	$2.64M	103,016	0.6%
Super Micro Computer Inc	—	$900.0K	1,000,000	0.2%
KE Holdings Inc.BEKE	ADR	$851	54	0.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.