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 $245,798,470 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 97.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001910173-26-000006

Period
2026-03-31
Reported value
$246M
Holdings
11
Top 10 weight
97.92%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PAYPnew+1,521,400$32.5M
MUnew+48,945$16.5M
GDSadded+399,011$16.1M
FUTUadded+92,700$12.7M
NTESadded+100,100$11.2M

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
PDDexited-145,263-$16.5M
SEexited-67,000-$8.55M
BILIreduced-253,584-$5.72M
ACMRexited-105,605-$4.17M
SNDKreduced-45,860-$3.8M

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 2026

Share positions as resolved from 13F-HR 0001910173-26-000006, largest first. % of portfolio is the value over $245,798,470, 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; 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; 2026Q1: 342,069 shares 342,069$46.8M19.03%+92,700Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 597,162 shares 597,162$34.9M14.19%+145,258Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285,300 shares; 2025Q1: not reported; 2025Q2: 466,900 shares; 2025Q3: 526,703 shares; 2025Q4: 454,171 shares; 2026Q1: 853,182 shares 853,182$34.4M13.98%+399,011Timeline
PAYPPAYPAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521,400 shares 1,521,400$32.5M13.21%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 85,160 shares 85,160$28.8M11.71%+29,469Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,871 shares; 2026Q1: 187,971 shares 187,971$21M8.56%+100,100Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,945 shares 48,945$16.5M6.73%newTimeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675,896 shares; 2026Q1: 422,312 shares 422,312$9.53M3.88%-253,584Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434,800 shares 434,800$9.02M3.67%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,200 shares; 2025Q4: not reported; 2026Q1: 58,120 shares 58,120$7.29M2.97%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,560 shares; 2026Q1: 61,700 shares 61,700$5.11M2.08%-45,860Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC145,263$16.5Mshares
SESEA LTD67,000$8.55Mshares
ACMRACM RESH INC105,605$4.17Mshares

How Q1 2026 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 0001910173-26-000006 base2026-05-14acceptance time not in the bulk data set