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CIK: 0001697814
Total reported value
$103.1M
$103.1M
11 檔
400.1%
The Q4 2025 SEC filing reveals that UG Investment Advisers Ltd. held a total portfolio value of $103.1M, covering 11 public equity positions.
In Q4 2025, UG Investment Advisers Ltd. adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 45.91% | +7.21% | -12.67% | |
| 2 | MU | Micron Technology Inc | Stock-Tech | 20.72% | -20.86% | EXIT | |
| 3 | QCOM | Qualcomm Inc | Stock-Tech | 17.30% | -12.25% | EXIT | |
| 4 | BABA 0.5 06-01-31Bond | Alibaba Group Holding | Bond | 6.27% | -11.41% | EXIT | |
| 5 | JD 0.25 06-01-29Bond | Jd.com Inc | Bond | 4.85% | -5.49% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | +8.22% | +17.13% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -2.73% | EXIT | |
| 8 | AMKR | Amkor Technology Inc | Stock-Tech | 0.65% | -1.20% | EXIT | |
| 9 | VIXY | Proshares Vix Short-term Fut | ETF-Other | 0.61% | +1.97% | — | |
| 10 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | Bond | 0.21% | +0.36% | — | |
| 11 | BEKE | Ke Holdings Inc-adr | Stock-Other | — | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +6.1% | -43.67% | Trim |
| 2 | BABA | Alibaba Group Holding-sp Adr | +2.4% | -12.67% | Trim |
| 3 | JD 0.25 06-01-29Bond | Jd.com Inc | +1.3% | — | Unchanged |
| 4 | BABA 0.5 06-01-31Bond | Alibaba Group Holding | +1.2% | — | Unchanged |
| 5 | NVDA | Nvidia CORP | +1% | +17.13% | Add |
| 6 | AVGO | Broadcom Inc | +0.7% | +68.76% | Add |
| 7 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | +0.1% | — | Unchanged |
| 8 | AMKR | Amkor Technology Inc | -0.1% | -59.95% | Trim |
| 9 | BEKE | Ke Holdings Inc-adr | -3.8% | -100.00% | Trim |
| 10 | QCOM | Qualcomm Inc | -5.8% | -50.60% | Trim |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | Sold out |
| 12 | AAPL | Apple Inc | — | EXIT | Sold out |
| 13 | HPE | Hewlett Packard Enterprise | — | EXIT | Sold out |
| 14 | VIXY | Proshares Vix Short-term Fut | — | 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 11 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BABA, MU, QCOM) accounted for 400.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
VIXY
市值: $2.6M
Top Position Liquidated / Trimmed
VCSH
前期市值: $13.7M
During Q4 2025, UG Investment Advisers Ltd.'s top holdings by market value included BABA (45.9%)、MU (20.7%)、QCOM (17.3%). The largest single position, BABA, represented 45.9% of total portfolio value.
In Q4 2025, UG Investment Advisers Ltd. made 11 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 5 holdings, and fully liquidating 3 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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