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CIK: 0001697814
Total reported value
$103.1M
$103.1M
15 檔
102.3%
In Q1 2026, UG Investment Advisers Ltd.'s U.S. equity holdings reached a combined market value of $103.1M, distributed across 15 disclosed stock positions.
During Q1 2026, UG Investment Advisers Ltd. performed routine portfolio adjustments (4 new buys, 0 additions, 7 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | Stock-Tech | 20.86% | -20.86% | EXIT | |
| 2 | JD 0.25 06-01-29Bond | Jd.com Inc | Bond | 14.07% | -5.49% | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 12.60% | +7.21% | -89.05% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 12.25% | -12.25% | EXIT | |
| 5 | BABA 0.5 06-01-31Bond | Alibaba Group Holding | Bond | 11.41% | -11.41% | EXIT | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | +8.22% | — | |
| 7 | LITE | Lumentum Holdings Inc | Stock-Tech | 5.08% | -5.08% | EXIT | |
| 8 | COHR | Coherent CORP | Stock-Tech | 4.24% | -4.24% | EXIT | |
| 9 | ROG | Rogers CORP | Stock-Other | 3.88% | +4.63% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.73% | -2.73% | EXIT | |
| 11 | BZ | Kanzhun LTD - Adr | Stock-Other | 2.68% | +1.02% | — | |
| 12 | VIXY | Proshares Vix Short-term Fut | ETF-Other | 2.06% | +1.97% | -13.87% | |
| 13 | AMKR | Amkor Technology Inc | Stock-Tech | 1.20% | -1.20% | EXIT | |
| 14 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | Bond | 0.54% | +0.36% | — | |
| 15 | BEKE | Ke Holdings Inc-adr | Stock-Other | — | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JD 0.25 06-01-29Bond | Jd.com Inc | +9.2% | — | Unchanged |
| 2 | BABA 0.5 06-01-31Bond | Alibaba Group Holding | +5.1% | -28.67% | Trim |
| 3 | NVDA | Nvidia CORP | +4.1% | — | Unchanged |
| 4 | AVGO | Broadcom Inc | +1.6% | -8.44% | Trim |
| 5 | VIXY | Proshares Vix Short-term Fut | +1.5% | -13.87% | Trim |
| 6 | AMKR | Amkor Technology Inc | +0.6% | -44.60% | Trim |
| 7 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | +0.3% | — | Unchanged |
| 8 | MU | Micron Technology Inc | +0.1% | -70.96% | Trim |
| 9 | BEKE | Ke Holdings Inc-adr | — | — | Unchanged |
| 10 | QCOM | Qualcomm Inc | -5.1% | -67.91% | Trim |
| 11 | BABA | Alibaba Group Holding-sp Adr | -33.3% | -89.05% | Trim |
| 12 | LITE | Lumentum Holdings Inc | — | NEW | New buy |
| 13 | COHR | Coherent CORP | — | NEW | New buy |
| 14 | ROG | Rogers CORP | — | NEW | New buy |
| 15 | BZ | Kanzhun LTD - Adr | — | 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 15 disclosed positions in Q1 2026.
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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 MU, JD 0.25 06-01-29, BABA) accounted for 102.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
LITE
市值: $7.5M
Top Position Liquidated / Trimmed
BABA
前期市值: $199.3M
During Q1 2026, UG Investment Advisers Ltd.'s top holdings by market value included MU (20.9%)、JD 0.25 06-01-29 (14.1%)、BABA (12.6%). The largest single position, MU, represented 20.9% of total portfolio value.
In Q1 2026, UG Investment Advisers Ltd. made 11 total portfolio adjustments, initiating 4 new buys, adding to 0 positions, trimming 7 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.
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