MY.Alpha Management HK Advisors Ltd — 13F Holdings & Portfolio
CIK 1910173 · latest 13F-HR filed 2026-08-14
MY.Alpha Management HK Advisors Ltd manages $259.6M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EWY (19.08%), FUTU (15.64%), JOYY (15.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 5, added to 2, and trimmed 3.
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.
100 QUEEN'S ROAD CENTRAL
HONG KONG, K3 000
$259.6M
Long-equity book
9
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −5 / ↑2 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- GDS HLDGS LTD-$9.0M -26.1%
- TAIWAN SEMICONDUCTOR MFG LTD-$6.3M -21.7%
- FUTU HLDGS LTD-$6.2M -13.2%
Exited Positions
- PAYPAY CORP$32.5M
- MICRON TECHNOLOGY INC$16.5M
- BILIBILI INC$9.5M
- PETROLEO BRASILEIRO S A$9.0M
- SEA LTD$5.1M
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 | ISHARES INC | EWY | 464286772 | $49.5M | 19.08% | 245,400 | SH |
| 2 | FUTU HLDGS LTD | FUTU | 36118L106 | $40.6M | 15.64% | 433,093 | SH |
| 3 | JOYY INC | JOYY | 46591M109 | $39.4M | 15.18% | 597,162 | SH |
| 4 | ACM RESEARCH INC | ACMR | 00108J109 | $31.7M | 12.19% | 249,500 | SH |
| 5 | GDS HLDGS LTD | GDS | 36165L108 | $25.4M | 9.78% | 845,582 | SH |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $22.5M | 8.68% | 47,160 | SH |
| 7 | NETEASE INC | NTES | 64110W102 | $20.2M | 7.77% | 157,471 | SH |
| 8 | ALIBABA GROUP HOLDING | BABA | 01609W102 | $17.7M | 6.82% | 184,520 | SH |
| 9 | SEA LTD | SE | 81141R100 | $12.6M | 4.85% | 131,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $259.6M | 9 | 0001910173-26-000007 |
| 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 |