UG Investment Advisers
UG Investment Advisers reported 8 stocks worth $93.3M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are ORCL (29.3%), BABA (21.9%) and NVDA (16.2%). Compared with Q1 2026, the fund opened new positions in ORCL, SPCX and PDD, added to BABA, NVDA and VIXY and sold out of MU, QCOM and LITE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ORCL Oracle Corp | $27.4M | 29.3% | 187K | New position | 1 of 8 | |
| 2 |  BABA Alibaba Group Hldg Ltd F | $20.4M | 21.9% | 213K | +64K (+43%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $15.1M | 16.2% | 75K | +21K (+38%) | 8 of 8 | |
| 4 |  SPCX Space Exploration Techn Corp Class A Com Stk | $12.9M | 13.9% | 76K | New position | 1 of 8 | |
| 5 |  ROG Rogers Corp | $8.8M | 9.4% | 54K | No change | 2 of 8 | |
| 6 |  VIXY Proshares TR II | $4.2M | 4.5% | 195K | +107K (+120%) | 3 of 8 | |
| 7 |  BZ Kanzhun Limited | $3.8M | 4.1% | 296K | No change | 3 of 8 | |
| 8 |  PDD Pdd Holdings Inc | $761K | 0.8% | 9,973 | New position | 1 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 MU Micron Technology Inc | $30.9M | 91K |
 QCOM Qualcomm Inc | $18.1M | 141K |
 LITE Lumentum Hldgs Inc | $7.5M | 11K |
 COHR Coherent Corp | $6.3M | 26K |
 AVGO Broadcom Inc | $4M | 13K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe 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| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →UG Investment Advisers 13F FAQ
What does UG Investment Advisers own?
UG Investment Advisers reported 8 stocks worth $93.3M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are ORCL (29.3%), BABA (21.9%) and NVDA (16.2%). The table above lists every position in the filing (the top 10 without an account).
What did UG Investment Advisers buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 3 added to, 0 trimmed and 7 sold out. New positions include ORCL, SPCX and PDD. It sold all of MU, QCOM and LITE.
When will UG Investment Advisers 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 UG Investment Advisers's portfolio worth?
The Q2 2026 filing reports $93.3M 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.