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MY.Alpha Management HK Advisors Ltd

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

MY.Alpha Management HK Advisors Ltd reported $134,744,322 across 15 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 89.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001910173-25-000005

Period
2025-06-30
Reported value
$135M
Holdings
15
Top 10 weight
89.72%
New
7
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ZEEKR INTELLIGENT TECHNOLOGYnew+616,865$15.7M
GDSnew+466,900$14.3M
JOYYadded+224,530$11.4M
TSMadded+42,095$9.53M
AZEK CO INCnew+120,188$6.53M

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
TALexited-2,734,175-$36.1M
PDDexited-187,300-$22.2M
FUTUreduced-162,654-$20.1M
UNITED STATES STL CORP NEWexited-415,859-$17.6M
BEKEexited-618,622-$12.4M

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, Q2 2025

Share positions as resolved from 13F-HR 0001910173-25-000005, largest first. % of portfolio is the value over $134,744,322, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,542 shares; 2024Q4: 103,980 shares; 2025Q1: 66,300 shares; 2025Q2: 108,395 shares 108,395$24.6M18.22%+42,095Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,469 shares; 2024Q4: 575,318 shares; 2025Q1: 127,427 shares; 2025Q2: 351,957 shares 351,957$17.9M13.3%+224,530Timeline
ZEEKR INTELLIGENT TECHNOLOGYZEEKR INTELLIGENT TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616,865 shares 616,865$15.7M11.67%new
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285,300 shares; 2025Q1: not reported; 2025Q2: 466,900 shares 466,900$14.3M10.59%newTimeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463,593 shares; 2025Q1: 284,119 shares; 2025Q2: 304,238 shares 304,238$13.2M9.79%+20,119Timeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233,247 shares; 2025Q2: 427,495 shares 427,495$9.38M6.96%+194,248Timeline
AZEK CO INCAZEK CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,188 shares 120,188$6.53M4.85%new
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,898 shares; 2024Q4: 245,654 shares; 2025Q1: 215,354 shares; 2025Q2: 52,700 shares 52,700$6.51M4.83%-162,654Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,200 shares 119,200$6.43M4.77%newTimeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808,842 shares 808,842$6.37M4.73%newTimeline
ZHZHIHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,693,544 shares; 2025Q2: 1,363,455 shares 1,363,455$5.43M4.03%-330,089Timeline
CHACHAGEE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,416 shares 177,416$4.63M3.44%newTimeline
APIAGORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 734,738 shares; 2025Q1: 1,173,703 shares; 2025Q2: 708,822 shares 708,822$2.7M2%-464,881Timeline
RBOTVICARIOUS SURGICAL INC CL AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,435 shares; 2024Q4: 182,435 shares; 2025Q1: 157,944 shares; 2025Q2: 141,888 shares 141,888$1.06M0.79%-16,056Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares 1,800$23.8K0.02%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
TALTAL ED GROUP2,734,175$36.1Mshares
PDDPDD HOLDINGS INC187,300$22.2Mshares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW415,859$17.6Mshares
BEKEKE HLDGS INC618,622$12.4Mshares
VNETVNET GROUP INC1,339,472$11Mshares
LXLEXINFINTECH HLDGS LTD941,179$9.5Mshares
ZLABZAI LAB LTD239,146$8.64Mshares
NBISNEBIUS GROUP N.V.309,254$6.53Mshares
JDJD.COM INC138,300$5.69Mshares
TSLATESLA INC14,708$3.81Mshares

How Q2 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 0001910173-25-000005 base2025-08-13acceptance time not in the bulk data set