MY.Alpha Management HK Advisors Ltd

Q1 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$245,798
Net value change ($000)
+59,379 (31.9%)
New positions
4
Sold out positions
3
Turnover %
38.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
PAYP 32,467 NEW
GDS 18,524 116.9%
MU 16,536 NEW
TSM 11,856 70.1%
PBR 9,022 NEW
NTES 8,948 74.0%
BABA 7,292 NEW
FUTU 5,832 14.2%
JOYY 5,603 19.1%
Top Reduces (Value $000, Stocks/ETFs)
SNDK -20,424 -80.0%
PDD -16,471 -100.0%
SE -8,547 -100.0%
BILI -7,093 -42.7%
ACMR -4,166 -100.0%
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