Institutions / True Light Capital Pte. Ltd.
True Light Capital Pte. Ltd.
CIK 2107386 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$151.74M
Positions
8
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$151.74M-31.5%Positions
8+0.0%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| PDD Holdings Inc.PDD | $44.93M | 29.6% |
| H World Group LtdHTHT | $28.02M | 18.5% |
| Alibaba Group Holding LtdBABA | $25.65M | 16.9% |
| Yum China Holdings, Inc.YUMC | $15.53M | 10.2% |
| Amer Sports Inc | $15.47M | 10.2% |
| Trip.com Group Ltd.TCOM | $14.89M | 9.8% |
| NetEase, Inc.NTES | $6.25M | 4.1% |
| BeOne Medicines Ltd.ONC | $991.7K | 0.7% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | YUMC Yum China Holdings, Inc. Common Stock | $-12.42M | -304K -44.45% | 379,886 10.23% of portfolio | medium |
| Q2 2026 as of | Trim | HTHT H World Group Ltd ADR | $-5.32M | -127K -15.95% | 671,736 18.47% of portfolio | medium |
| Q2 2026 as of | Add | G0260P102 Common stock | $4.40M | +130K +39.80% | 457,150 10.20% of portfolio | low |
| Q2 2026 as of | Add | NTES NetEase, Inc. ADR | $2.76M | +22K +79.23% | 48,754 4.12% of portfolio | low |
| Q2 2026 as of | Trim | PDD PDD Holdings Inc. ADR | $-1.01M | -13K -2.19% | 589,064 29.61% of portfolio | low |