MY.Alpha Management HK Advisors Ltd — 13F Holdings & Portfolio
CIK 1910173 · latest 13F-HR filed 2026-05-14
MY.Alpha Management HK Advisors Ltd manages $245.8M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FUTU (19.03%), JOYY (14.19%), GDS (13.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 3, added to 5, 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.
$245.8M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-14
+4 / −3 / ↑5 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GDS HLDGS LTD$18.5M +116.9%
- TAIWAN SEMICONDUCTOR MFG LTD$11.9M +70.1%
- NETEASE INC$8.9M +74.0%
- FUTU HLDGS LTD$5.8M +14.2%
- JOYY INC$5.6M +19.1%
New Positions
- PAYPAY CORP$32.5M
- MICRON TECHNOLOGY INC$16.5M
- PETROLEO BRASILEIRO S A$9.0M
- ALIBABA GROUP HOLDING$7.3M
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 | FUTU HLDGS LTD | FUTU | 36118L106 | $46.8M | 19.03% | 342,069 | SH |
| 2 | JOYY INC | JOYY | 46591M109 | $34.9M | 14.19% | 597,162 | SH |
| 3 | GDS HLDGS LTD | GDS | 36165L108 | $34.4M | 13.98% | 853,182 | SH |
| 4 | PAYPAY CORP | PAYP | 70450C101 | $32.5M | 13.21% | 1,521,400 | SH |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $28.8M | 11.71% | 85,160 | SH |
| 6 | NETEASE INC | NTES | 64110W102 | $21.0M | 8.56% | 187,971 | SH |
| 7 | MICRON TECHNOLOGY INC | MU | 595112103 | $16.5M | 6.73% | 48,945 | SH |
| 8 | BILIBILI INC | BILI | 090040106 | $9.5M | 3.88% | 422,312 | SH |
| 9 | PETROLEO BRASILEIRO S A | PBR | 71654V408 | $9.0M | 3.67% | 434,800 | SH |
| 10 | ALIBABA GROUP HOLDING | BABA | 01609W102 | $7.3M | 2.97% | 58,120 | SH |
| 11 | SEA LTD | SNDK | 80004C200 | $5.1M | 2.08% | 61,700 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $245.8M | 11 | 0001910173-26-000006 |
| 2025-12-31 | 2026-03-10 | $186.4M | 10 | 0001910173-26-000004 |
| 2025-12-31 | 2026-03-10 | $186.4M | 10 | 0001910173-26-000002 |