True Light Capital Pte. Ltd.
Follow13F filer, CIK 2107386, SINGAPORE, Singapore
True Light Capital Pte. Ltd. reported $197,853,582 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002107386-26-000002
- Period
- 2026-03-31
- Reported value
- $198M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ASadded | +130,150 | $4.28M |
| PDDadded | +24,038 | $2.46M |
| NTESadded | +21,552 | $2.41M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| YUMCreduced | -145,309 | -$7.09M |
| HTHTreduced | -125,000 | -$6.29M |
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 0002107386-26-000002, largest first. % of portfolio is the value over $197,853,582, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| PDDPDD HOLDINGS INC | 626,300 | $64M | 32.34% | +24,038 | Timeline | ||
| HTHTH WORLD GROUP LTD | 674,189 | $33.9M | 17.14% | -125,000 | Timeline | ||
| BABAALIBABA GROUP HLDG LTD | 267,275 | $33.5M | 16.95% | 0 | Timeline | ||
| YUMCYUM CHINA HLDGS INC | 538,572 | $26.3M | 13.28% | -145,309 | Timeline | ||
| TCOMTRIP COM GROUP LTD | 373,751 | $18.6M | 9.41% | 0 | Timeline | ||
| ASAMER SPORTS INC | 457,150 | $15M | 7.61% | +130,150 | Timeline | ||
| NTESNETEASE COM INC | 48,754 | $5.46M | 2.76% | +21,552 | Timeline | ||
| ONCBEONE MEDICINES LTD | 3,480 | $1.03M | 0.52% | 0 | Timeline |
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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002107386-26-000002 | base | 2026-05-05 | acceptance time not in the bulk data set |