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13F holdings · Q2 2026

MY.Alpha Management HK Advisors

Hong Kong, K3 · files as MY.Alpha Management HK Advisors Ltd
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1910173

MY.Alpha Management HK Advisors reported 9 stocks worth $260M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EWY (19.1%), FUTU (15.6%) and JOYY (15.2%). Compared with Q1 2026, the fund opened new positions in EWY, ACMR and SE, added to FUTU and BABA, trimmed GDS, TSM and NTES and sold out of PAYP, MU and BILI.

Reported value$260M+5.6% vs last quarter
Stocks held93 new · 5 sold out
Top 5 weight71.9%very concentrated
Turnover81%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
EWY
Ishares Inc
$49.5M19.1%245KNew position1 of 8
2
FUTU
Futu Hldgs Ltd
$40.6M15.6%433K+91K (+27%)8 of 8
3
JOYY
Joyy Inc
$39.4M15.2%597KNo change8 of 8
4
ACMR
Acm Resh Inc
$31.7M12.2%250KNew position3 of 8
5
GDS
Gds Hldgs Ltd
$25.4M9.8%846K−7,600 (−1%)6 of 8
6
TSM
Taiwan Semiconductor Mfg Ltd
$22.5M8.7%47K−38K (−45%)8 of 8
7
NTES
Netease Inc
$20.2M7.8%157K−31K (−16%)4 of 8
8
BABA
Alibaba Group Hldg Ltd F
$17.7M6.8%185K+126K (+217%)3 of 8
9
SE
Sea Ltd
$12.6M4.8%132KNew position2 of 8

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.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
PAYP
Paypay Corp
$32.5M1.5M
MU
Micron Technology Inc
$16.5M49K
BILI
Bilibili Inc
$9.5M422K
PBR
Petroleo Brasileiro SA Petro
$9M435K
SNDK
Sandisk Corp
$5.1M62K

Reported value

last 8 quarters
$280MQ3 '24
$227MQ4 '24
$201MQ1 '25
$135MQ2 '25
$154MQ3 '25
$186MQ4 '25
$246MQ1 '26
$260MQ2 '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 14, 202613F-HRQ2 2026SEC filing ↗

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MY.Alpha Management HK Advisors 13F FAQ

What does MY.Alpha Management HK Advisors own?

MY.Alpha Management HK Advisors reported 9 stocks worth $260M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EWY (19.1%), FUTU (15.6%) and JOYY (15.2%). The table above lists every position in the filing (the top 10 without an account).

What did MY.Alpha Management HK Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 2 added to, 3 trimmed and 5 sold out. New positions include EWY, ACMR and SE. It sold all of PAYP, MU and BILI.

When will MY.Alpha Management HK Advisors 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 MY.Alpha Management HK Advisors's portfolio worth?

The Q2 2026 filing reports $260M 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.