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CIK: 0001697814
Total reported value
$103.1M
$103.1M
12 檔
224.0%
During the Q2 2024 filing period, UG Investment Advisers Ltd. (CIK: 0001697814) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $103.1M across 12 reported positions.
During Q2 2024, UG Investment Advisers Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm Inc | Stock-Tech | 22.55% | -12.25% | EXIT | |
| 2 | MU | Micron Technology Inc | Stock-Tech | 17.42% | -20.86% | EXIT | |
| 3 | AAPL | Apple Inc | Stock-Tech | 14.29% | — | +30.83% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 13.05% | +7.21% | -8.22% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 10.98% | — | — | |
| 6 | HPE | Hewlett Packard Enterprise | Stock-Tech | 10.11% | — | -52.17% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.14% | — | -16.02% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | +8.22% | +419.26% | |
| 9 | PDD 0 12-01-25Bond | Pdd Holdings Inc | Bond | 0.67% | — | — | |
| 10 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.27% | — | — | |
| 11 | IQ 4 12-15-26Bond | Iqiyi Inc | Bond | 0.07% | — | — | |
| 12 | JD | Jd.com Inc-adr | Stock-Consumer Disc | — | — | -99.97% |
According to official SEC Form 13F filings, UG Investment Advisers Ltd. reported a total U.S. public equity portfolio value of $103.1M across 12 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QCOM, MU, AAPL) accounted for 224.0% of total reported equity market value during Q2 2024.
During Q2 2024, UG Investment Advisers Ltd.'s top holdings by market value included QCOM (22.6%)、MU (17.4%)、AAPL (14.3%). The largest single position, QCOM, represented 22.6% of total portfolio value.
In Q2 2024, UG Investment Advisers Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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