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CIK: 0001697814
Total reported value
$103.1M
$103.1M
13 檔
559.0%
During the Q3 2025 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 13 reported positions.
UG Investment Advisers Ltd. executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 43.55% | +7.21% | -11.76% | |
| 2 | QCOM | Qualcomm Inc | Stock-Tech | 23.14% | -12.25% | EXIT | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 14.65% | -20.86% | EXIT | |
| 4 | BABA 0.5 06-01-31Bond | Alibaba Group Holding | Bond | 5.05% | -11.41% | EXIT | |
| 5 | BEKE | Ke Holdings Inc-adr | Stock-Other | 3.83% | — | EXIT | |
| 6 | JD 0.25 06-01-29Bond | Jd.com Inc | Bond | 3.56% | -5.49% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.15% | — | +8.19% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +8.22% | -11.89% | |
| 9 | AMKR | Amkor Technology Inc | Stock-Tech | 0.79% | -1.20% | EXIT | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.70% | — | — | |
| 11 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.63% | — | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -2.73% | EXIT | |
| 13 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | Bond | 0.16% | +0.36% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +14.9% | -11.76% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | -11.89% | Add |
| 3 | HPE | Hewlett Packard Enterprise | -0.1% | — | Unchanged |
| 4 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | -0.1% | — | Unchanged |
| 5 | AVGO | Broadcom Inc | -0.1% | — | Trim |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | -1% | +8.19% | Add |
| 7 | QCOM | Qualcomm Inc | -3% | +53.38% | Add |
| 8 | BEKE | Ke Holdings Inc-adr | -3.3% | — | Unchanged |
| 9 | MU | Micron Technology Inc | -4% | -32.27% | Trim |
| 10 | AMKR | Amkor Technology Inc | -5% | -84.02% | Trim |
| 11 | AAPL | Apple Inc | -5.2% | — | Trim |
| 12 | BABA 0.5 06-01-31Bond | Alibaba Group Holding | — | NEW | New buy |
| 13 | JD 0.25 06-01-29Bond | Jd.com Inc | — | NEW | New buy |
| 14 | BZ | Kanzhun LTD - Adr | — | 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 13 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BABA, QCOM, MU) accounted for 559.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BABA 0.5 06-01-31
市值: $32.2M
Top Position Liquidated / Trimmed
BZ
前期市值: $9.0M
During Q3 2025, UG Investment Advisers Ltd.'s top holdings by market value included BABA (43.5%)、QCOM (23.1%)、MU (14.7%). The largest single position, BABA, represented 43.5% of total portfolio value.
In Q3 2025, UG Investment Advisers Ltd. made 11 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 4 holdings, and fully liquidating 1 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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