UG Investment Advisers Ltd. — Q2 2025 13F Holdings

Name: UG Investment Advisers Ltd. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697814

Total reported value

$103.1M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	38.19%	+7.21%	+122.95%
2	MU	Micron Technology INC	Stock-Tech	19.43%	-20.86%	EXIT
3	QCOM	Qualcomm INC	Stock-Tech	17.61%	-12.25%	EXIT
4	BABA 0.5 06-01-31	Alibaba Group Holding	Stock-Consumer Disc	6.48%	-11.41%	EXIT
5	AMKR	Amkor Technology INC	Stock-Tech	4.45%	-1.20%	EXIT
6	BEKE	Ke Holdings Inc-adr	Stock-Other	4.37%	—	EXIT
7	JD 0.25 06-01-29	Jd.com INC	Stock-Consumer Disc	4.20%	-5.49%	—
8	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.41%	—	+9.78%
9	NVDA	Nvidia CORP	Stock-Tech	1.59%	+8.22%	+134.94%
10	HPE	Hewlett Packard Enterprise	Stock-Tech	0.64%	—	—
11	AVGO	Broadcom INC	Stock-Tech	0.44%	-2.73%	EXIT
12	SMCI 3.5 03-01-29	Super Micro Computer INC	Stock-Tech	0.20%	+0.36%	—

Position changes disclosed by UG Investment Advisers Ltd. for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BABA	Alibaba Group Holding-sp Adr	+9.5%	+122.95%	Add
2	BABA 0.5 06-01-31	Alibaba Group Holding	+6.5%	NEW	New buy
3	JD 0.25 06-01-29	Jd.com INC	+4.2%	NEW	New buy
4	NVDA	Nvidia CORP	+0.9%	+134.94%	Add
5	MU	Micron Technology INC	+0.8%	+5.53%	Add
6	HPE	Hewlett Packard Enterprise	-0.1%	—	Unchanged
7	SMCI 3.5 03-01-29	Super Micro Computer INC	-0.1%	—	Unchanged
8	AVGO	Broadcom INC	-0.1%	-30.96%	Trim
9	VCSH	Vanguard S/t CORP Bond ETF	-0.7%	+9.78%	Add
10	AMKR	Amkor Technology INC	-1.3%	-4.84%	Trim
11	BZ	Kanzhun LTD - Adr	-2.5%	EXIT	Sold out
12	BEKE	Ke Holdings Inc-adr	-2.7%	—	Unchanged
13	AAPL	Apple INC	-5.9%	EXIT	Sold out
14	QCOM	Qualcomm INC	-8.5%	-6.77%	Trim