MY.Alpha Management HK Advisors Ltd

Q2 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$259,615
Net value change ($000)
+13,817 (5.6%)
New positions
3
Sold out positions
5
Turnover %
64.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 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)
EWY 49,546 NEW
ACMR 31,659 NEW
SE 12,602 NEW
BABA 10,418 142.9%
JOYY 4,539 13.0%
Top Reduces (Value $000, Stocks/ETFs)
PAYP -32,467 -100.0%
MU -16,536 -100.0%
BILI -9,527 -100.0%
PBR -9,022 -100.0%
GDS -8,982 -26.1%
TSM -6,258 -21.7%
FUTU -6,183 -13.2%
SNDK -5,109 -100.0%
NTES -863 -4.1%
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