All-Stars Investment Ltd — 13F Holdings & Portfolio

CIK 1633603 · latest 13F-HR filed 2026-11-03

All-Stars Investment Ltd manages $205.4M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are YMM (88.36%), IBIT (5.03%), ETHA (3.13%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 0 new positions and exited 2; 3 existing positions rose in reported value and 1 fell.

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.

Loading holdings…
AUM
$205.4M

Long-equity book

Holdings
9

Distinct positions

Period
2026-09-30

Filed 2026-11-03

Q/Q Activity
+0 / −2 / ↑3 / ↓1

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 26, 2026.

Address
SUITE 2103, 21/F, TWO EXCHANGE SQUARE
8 CONNAUGHT PLACE, CENTRAL
HONG KONG
Hong Kong
Phone
+852 34683757
Name Title / Status Ownership Type
ALL-STARS INVESTMENT CAYMAN LIMITED ControlSHAREHOLDER
since Aug 2013
75% or moreForeign Entity
CHIU, LIZZA, LOK SZE ControlCHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER
since Nov 2019
Less than 5%Individual
JI, WEIDONG ControlCHIEF EXECUTIVE OFFICER
since Jul 2013
Less than 5%Individual
JI, WEIDONG Control
Indirect owner via ALL-STARS INVESTMENT CAYMAN LIMITED
SHAREHOLDER
since Jul 2013
75% or moreIndividual
Ownership & leadership changes · 4 filings with changes since Mar 14, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 15, 2023 filing
  • ChangedCHIU, LIZZA, LOK SZE · title CHIEF OPERATING OFFICER AND CO-CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER
Mar 29, 2021 filing
  • No longer listedLEUNG, CATHY, WAI MAN · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Aug 2015
Mar 2, 2020 filing
  • No longer listedFU, MINGXIA · MANAGING PARTNER · Less than 5% · control person · listed since Jul 2013
Dec 23, 2019 filing
  • No longer listedWOO, ESTHER · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jun 2014
  • AddedCHIU, LIZZA, LOK SZE · CHIEF OPERATING OFFICER AND CO-CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 14, 2018 filing (earliest on record)
  • ListedALL-STARS INVESTMENT CAYMAN LIMITED · SHAREHOLDER · 75% or more · control person
  • ListedFU, MINGXIA · MANAGING PARTNER · Less than 5% · control person
  • ListedJI, WEIDONG · SHAREHOLDER · 75% or more · indirect via ALL-STARS INVESTMENT CAYMAN LIMITED · control person
  • ListedJI, WEIDONG · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedLEUNG, CATHY, WAI MAN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ListedWOO, ESTHER · CHIEF OPERATING OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 3 →

Top Trims

Show all 1 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

Show all 2 →

All-Stars Investment Ltd Holdings (2026-09-30)

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 $181.5M 88.36% 21,947,164 SH
2 ISHARES BITCOIN TR IBIT 46438F101 $10.3M 5.03% 218,300 SH
3 ISHARES ETHEREUM TR ETHA 46438R105 $6.4M 3.13% 319,100 SH
4 ALPHABET INC GOOG 02079K107 $3.1M 1.49% 9,000 SH
5 ALIBABA GROUP HLDG LTD BABA 01609W102 $1.2M 0.59% 11,200 SH
6 AMAZON COM INC AMZN 023135106 $847.1K 0.41% 3,400 SH
7 BROADCOM INC AVGO 11135F101 $755.1K 0.37% 2,150 SH
8 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $729.9K 0.36% 1,600 SH
9 ALPHABET INC GOOGL 02079K305 $550.5K 0.27% 1,600 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-03 $205.4M 9 0001633603-26-000006
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
Filer Information
Address
SUITE 2103, TWO EXCHANGE SQUARE
8 CONNAUGHT PLACE, CENTRAL
HONG KONG, K3 00000
Phone
852.3468.3757
Filing Manager
All-Stars Investment Ltd
HONG KONG, K3
Signatory
Lizza Chiu
Chief Operating Officer