13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001697814
Total reported value
$103.1M
$103.1M
12 檔
306.1%
The Q1 2025 SEC filing reveals that UG Investment Advisers Ltd. held a total portfolio value of $103.1M, covering 12 public equity positions.
In Q1 2025, UG Investment Advisers Ltd. displayed an active expansion posture, initiating 12 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 28.66% | +7.21% | — | |
| 2 | QCOM | Qualcomm Inc | Stock-Tech | 26.15% | -12.25% | EXIT | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 18.62% | -20.86% | EXIT | |
| 4 | BEKE | Ke Holdings Inc-adr | Stock-Other | 7.09% | — | EXIT | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.93% | — | -51.93% | |
| 6 | AMKR | Amkor Technology Inc | Stock-Tech | 5.77% | -1.20% | EXIT | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.12% | — | — | |
| 8 | BZ | Kanzhun LTD - Adr | Stock-Other | 2.47% | +1.02% | — | |
| 9 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.69% | — | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +8.22% | -65.99% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -2.73% | EXIT | |
| 12 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | Bond | 0.27% | +0.36% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 2 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 3 | MU | Micron Technology Inc | — | NEW | New buy |
| 4 | BEKE | Ke Holdings Inc-adr | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | AMKR | Amkor Technology Inc | — | NEW | New buy |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 8 | BZ | Kanzhun LTD - Adr | — | NEW | New buy |
| 9 | HPE | Hewlett Packard Enterprise | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | — | NEW | New buy |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BABA, QCOM, MU) accounted for 306.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BABA
市值: $104.6M
During Q1 2025, UG Investment Advisers Ltd.'s top holdings by market value included BABA (28.7%)、QCOM (26.1%)、MU (18.6%). The largest single position, BABA, represented 28.7% of total portfolio value.
In Q1 2025, UG Investment Advisers Ltd. made 12 total portfolio adjustments, initiating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.