All-Stars Investment Ltd

Q2 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$199,228
Net value change ($000)
-6,858 (-3.3%)
New positions
7
Sold out positions
0
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 812 NEW
AMZN 810 NEW
NVDA 800 NEW
TSM 764 NEW
BABA 643 NEW
GOOGL 598 23.2%
GOOGL 572 NEW
MSFT 560 NEW
Top Reduces (Value $000, Stocks/ETFs)
YMM -5,179 -2.8%
IBIT -4,019 -30.7%
ETHA -3,219 -45.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type