All-Stars Investment Ltd — 13F Holdings & Portfolio
CIK 1633603 · latest 13F-HR filed 2026-08-06
All-Stars Investment Ltd manages $199.2M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are YMM (89.45%), IBIT (4.56%), ETHA (1.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 0, added to 1, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$199.2M
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-06
+7 / −0 / ↑1 / ↓2
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
New Positions
- BROADCOM INC$812.2K
- AMAZON COM INC$810.4K
- NVIDIA CORPORATION$800.4K
- TAIWAN SEMICONDUCTOR MANUFAC$764.1K
- ALIBABA GROUP HLDG LTD$643.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $178.2M | 89.45% | 21,947,164 | SH |
| 2 | ISHARES BITCOIN TR | IBIT | 46438F101 | $9.1M | 4.56% | 272,800 | SH |
| 3 | ISHARES ETHEREUM TR | ETHA | 46438R105 | $3.8M | 1.90% | 319,100 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $3.2M | 1.60% | 9,000 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $812.2K | 0.41% | 2,150 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $810.4K | 0.41% | 3,400 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $800.4K | 0.40% | 4,000 | SH |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $764.1K | 0.38% | 1,600 | SH |
| 9 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $643.1K | 0.32% | 6,700 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $571.8K | 0.29% | 1,600 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $559.5K | 0.28% | 1,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $199.2M | 11 | 0001633603-26-000004 |
| 2026-03-31 | 2026-05-07 | $206.1M | 4 | 0001633603-26-000002 |
| 2025-12-31 | 2026-01-21 | $267.5M | 4 | 0001633603-26-000001 |
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