Skip to content
Disclosery

MY.Alpha Management HK Advisors Ltd

Follow

13F filer, CIK 1910173, HONG KONG, Hong Kong

MY.Alpha Management HK Advisors Ltd reported $201,031,938 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 81.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001910173-25-000003

Period
2025-03-31
Reported value
$201M
Holdings
18
Top 10 weight
81.19%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TALadded+1,218,903$16.1M
BEKEnew+618,622$12.4M
LXnew+941,179$9.5M
ZLABnew+239,146$8.64M
ZHnew+1,693,544$7.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNITED STATES STL CORP NEWreduced-506,067-$21.4M
JOYYreduced-447,891-$18.8M
VNETreduced-2,058,755-$16.9M
MNSOexited-554,964-$13.3M
NTESexited-124,730-$11.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001910173-25-000003, largest first. % of portfolio is the value over $201,031,938, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,515,272 shares; 2025Q1: 2,734,175 shares 2,734,175$36.1M17.97%+1,218,903Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,487 shares; 2024Q4: 175,014 shares; 2025Q1: 187,300 shares 187,300$22.2M11.03%+12,286Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,898 shares; 2024Q4: 245,654 shares; 2025Q1: 215,354 shares 215,354$22M10.96%-30,300Timeline
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,892 shares; 2024Q4: 921,926 shares; 2025Q1: 415,859 shares 415,859$17.6M8.74%-506,067
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463,593 shares; 2025Q1: 284,119 shares 284,119$12.8M6.35%-179,474Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,558 shares; 2024Q4: not reported; 2025Q1: 618,622 shares 618,622$12.4M6.18%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,542 shares; 2024Q4: 103,980 shares; 2025Q1: 66,300 shares 66,300$11M5.47%-37,680Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736,798 shares; 2024Q4: 3,398,227 shares; 2025Q1: 1,339,472 shares 1,339,472$11M5.46%-2,058,755Timeline
LXLEXINFINTECH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 941,179 shares 941,179$9.5M4.72%newTimeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 239,146 shares 239,146$8.64M4.3%newTimeline
ZHZHIHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,693,544 shares 1,693,544$7.23M3.6%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182,579 shares; 2025Q1: 309,254 shares 309,254$6.53M3.25%+126,675Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,515 shares; 2024Q4: 137,600 shares; 2025Q1: 138,300 shares 138,300$5.69M2.83%+700Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,469 shares; 2024Q4: 575,318 shares; 2025Q1: 127,427 shares 127,427$5.35M2.66%-447,891Timeline
APIAGORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 734,738 shares; 2025Q1: 1,173,703 shares 1,173,703$4.72M2.35%+438,965Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,816 shares; 2025Q1: 14,708 shares 14,708$3.81M1.9%-6,108Timeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233,247 shares 233,247$3.45M1.72%newTimeline
RBOTVICARIOUS SURGICAL INC CL AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,435 shares; 2024Q4: 182,435 shares; 2025Q1: 157,944 shares 157,944$1.04M0.52%-24,491Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MNSOMINISO GROUP HLDG LTD554,964$13.3Mshares
NTESNETEASE COM INC124,730$11.1Mshares
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC2,136,734$11Mshares
GDSGDS HLDGS LTD285,300$6.78Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001910173-25-000003 base2025-05-14acceptance time not in the bulk data set