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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 $186,419,054 across 10 holdings for the quarter ended 2025-12-31, in a 13F-HR/A filed 2026-03-10.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001910173-26-000004

Period
2025-12-31
Reported value
$186M
Holdings
10
Top 10 weight
100%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNDKnew+107,560$25.5M
BILInew+675,896$16.6M
PDDnew+145,263$16.5M
FUTUadded+80,799$13.3M
NTESnew+87,871$12.1M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ZEEKR INTELLIGENT TECHNOLOGYexited-743,927-$22.7M
QFINexited-356,160-$10.3M
ACMRreduced-254,632-$10M
BIDUexited-75,500-$9.95M
BABAexited-47,200-$8.44M

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, Q4 2025

Share positions as resolved from 13F-HR/A 0001910173-26-000004, largest first. % of portfolio is the value over $186,419,054, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,898 shares; 2024Q4: 245,654 shares; 2025Q1: 215,354 shares; 2025Q2: 52,700 shares; 2025Q3: 168,570 shares; 2025Q4: 249,369 shares 249,369$40.9M21.97%+80,799Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,469 shares; 2024Q4: 575,318 shares; 2025Q1: 127,427 shares; 2025Q2: 351,957 shares; 2025Q3: 353,204 shares; 2025Q4: 451,904 shares 451,904$29.3M15.7%+98,700Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,560 shares 107,560$25.5M13.7%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,542 shares; 2024Q4: 103,980 shares; 2025Q1: 66,300 shares; 2025Q2: 108,395 shares; 2025Q3: 53,463 shares; 2025Q4: 55,691 shares 55,691$16.9M9.08%+2,228Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675,896 shares 675,896$16.6M8.92%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,487 shares; 2024Q4: 175,014 shares; 2025Q1: 187,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,263 shares 145,263$16.5M8.84%newTimeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285,300 shares; 2025Q1: not reported; 2025Q2: 466,900 shares; 2025Q3: 526,703 shares; 2025Q4: 454,171 shares 454,171$15.9M8.5%-72,532Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,871 shares 87,871$12.1M6.49%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,000 shares 67,000$8.55M4.58%newTimeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360,237 shares; 2025Q4: 105,605 shares 105,605$4.17M2.23%-254,632Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ZEEKR INTELLIGENT TECHNOLOGYZEEKR INTELLIGENT TECHNOLOGY743,927$22.7Mshares
QFINQFIN HOLDINGS INC356,160$10.3Mshares
BIDUBAIDU INC75,500$9.95Mshares
BABAALIBABA GROUP HLDG LTD47,200$8.44Mshares
WRDWERIDE INC356,154$3.53Mshares
RBOTVICARIOUS SURGICAL INC CL A34,390$189Kshares

How Q4 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 0001910173-26-000002 superseded2026-03-10acceptance time not in the bulk data set
13F-HR/A 0001910173-26-000004 baserestatement2026-03-10acceptance time not in the bulk data set