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13F holdings · Q2 2026

All-Stars Investment

Hong Kong, K3 · files as All-Stars Investment Ltd
Holdings as of Jun 30, 2026Filed Aug 6, 2026Next filing due Nov 16, 2026CIK 1633603

All-Stars Investment reported 11 stocks worth $199M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are YMM (89.5%), IBIT (4.6%) and Ishares Ethereum Trust (1.9%). Compared with Q1 2026, the fund opened new positions in AVGO, AMZN and NVDA and trimmed YMM and IBIT.

Reported value$199M−3.3% vs last quarter
Stocks held117 new · 0 sold out
Top 5 weight97.9%very concentrated
Turnover5%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
YMM
Full Truck Alliance Co Ltd
$178M89.5%21.9M−148K (−1%)8 of 8
2
IBIT
Ishares Bitcoin Trust ETF
$9.1M4.6%273K−68K (−20%)8 of 8
3
ISHARES ETHEREUM TRUST
$3.8M1.9%319K−124K (−28%)4 of 8
4
GOOG
Alphabet Inc
$3.2M1.6%9,000No change2 of 8
5
AVGO
Broadcom Inc
$812K0.4%2,150New position1 of 8
6
AMZN
Amazon Com Inc
$810K0.4%3,400New position1 of 8
7
NVDA
Nvidia Corporation
$800K0.4%4,000New position1 of 8
8
TSM
Taiwan Semiconductor Mfg Ltd
$764K0.4%1,600New position1 of 8
9
BABA
Alibaba Group Hldg Ltd F
$643K0.3%6,700New position1 of 8
10
GOOGL
Alphabet Inc
$572K0.3%1,600New position1 of 8
🔒 1 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$244MQ3 '24
$273MQ4 '24
$324MQ1 '25
$298MQ2 '25
$327MQ3 '25
$268MQ4 '25
$206MQ1 '26
$199MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 6, 202613F-HRQ2 2026SEC filing ↗

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All-Stars Investment 13F FAQ

What does All-Stars Investment own?

All-Stars Investment reported 11 stocks worth $199M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are YMM (89.5%), IBIT (4.6%) and Ishares Ethereum Trust (1.9%). The table above lists every position in the filing (the top 10 without an account).

What did All-Stars Investment buy and sell in Q2 2026?

Compared with Q1 2026: 7 new positions, 0 added to, 3 trimmed and 0 sold out. New positions include AVGO, AMZN and NVDA.

When will All-Stars Investment file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is All-Stars Investment's portfolio worth?

The Q2 2026 filing reports $199M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.