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CIK: 0001697814
Total reported value
$103.1M
$103.1M
9 檔
223.0%
In Q4 2024, UG Investment Advisers Ltd.'s U.S. equity holdings reached a combined market value of $103.1M, distributed across 9 disclosed stock positions.
During Q4 2024, UG Investment Advisers Ltd. performed routine portfolio adjustments (0 new buys, 4 additions, 2 trims, and 2 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 26.26% | +7.21% | +53.66% | |
| 2 | MU | Micron Technology Inc | Stock-Tech | 20.07% | -20.86% | EXIT | |
| 3 | AAPL | Apple Inc | Stock-Tech | 19.87% | — | -11.90% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 15.94% | -12.25% | EXIT | |
| 5 | BEKE | Ke Holdings Inc-adr | Stock-Other | 7.87% | — | EXIT | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.41% | — | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.47% | +8.22% | — | |
| 8 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.37% | — | — | |
| 9 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.74% | — | +495572.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +5.7% | +53.66% | Add |
| 2 | BEKE | Ke Holdings Inc-adr | +2.8% | +60.30% | Add |
| 3 | MU | Micron Technology Inc | +1.1% | +25.26% | Add |
| 4 | JD | Jd.com Inc-adr | +0.7% | +495572.73% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | — | Unchanged |
| 6 | HPE | Hewlett Packard Enterprise | +0.1% | — | Unchanged |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | — | Unchanged |
| 8 | AAPL | Apple Inc | -0.3% | -11.90% | Trim |
| 9 | BIDU | Baidu Inc - Spon Adr | -0.4% | EXIT | Sold out |
| 10 | QCOM | Qualcomm Inc | -3.5% | -12.96% | Trim |
| 11 | TSLA | Tesla Inc | -6.9% | EXIT | Sold out |
According to official SEC Form 13F filings, UG Investment Advisers Ltd. reported a total U.S. public equity portfolio value of $103.1M across 9 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BABA, MU, AAPL) accounted for 223.0% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
TSLA
前期市值: $18.3M
During Q4 2024, UG Investment Advisers Ltd.'s top holdings by market value included BABA (26.3%)、MU (20.1%)、AAPL (19.9%). The largest single position, BABA, represented 26.3% of total portfolio value.
In Q4 2024, UG Investment Advisers Ltd. made 8 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 2 holdings, and fully liquidating 2 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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