Ug Investment Advisers Ltd. Top Holdings and 13F Report (2024) → Next President (Not Trump. Not Biden.) (From The Freeport Society) (Ad) About Ug Investment Advisers Ltd.Investment ActivityUg Investment Advisers Ltd. has $301.79 million in total holdings as of March 31, 2024.Ug Investment Advisers Ltd. owns shares of 14 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 29.93% of the portfolio was purchased this quarter.About 58.69% of the portfolio was sold this quarter.This quarter, Ug Investment Advisers Ltd. has purchased 10 new stocks and bought additional shares in 2 stocks.Ug Investment Advisers Ltd. sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings QUALCOMM $76,136,410Hewlett Packard Enterprise $52,243,324Micron Technology $48,376,986Alibaba Group $42,159,685Apple $26,235,582 Largest New Holdings this Quarter Apple $26,235,582 HoldingiShares 7-10 Year Treasury Bond ETF $3,937,856 HoldingJD.com $1,147,942 HoldingBaidu $977,945 Holding Largest Purchases this Quarter Hewlett Packard Enterprise 2,145,680 shares (about $38.04M)Apple 152,995 shares (about $26.24M)Alibaba Group 276,260 shares (about $19.99M)iShares 7-10 Year Treasury Bond ETF 41,600 shares (about $3.94M)JD.com 41,911 shares (about $1.15M) Largest Sales this Quarter Micron Technology 749,072 shares (about $88.31M)QUALCOMM 433,865 shares (about $73.45M)NVIDIA 16,996 shares (about $15.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUg Investment Advisers Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQCOMQUALCOMM$76,136,410$73,453,344 ▼-49.1%449,71325.2%Computer and TechnologyHPEHewlett Packard Enterprise$52,243,324$38,042,906 ▲267.9%2,946,60617.3%Computer and TechnologyMUMicron Technology$48,376,986$88,308,097 ▼-64.6%410,35716.0%Computer and TechnologyBABAAlibaba Group$42,159,685$19,990,173 ▲90.2%582,63814.0%Retail/WholesaleAAPLApple$26,235,582$26,235,582 ▲New Holding152,9958.7%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$25,088,3310.0%324,5168.3%ETFNVDANVIDIA$14,307,872$15,356,905 ▼-51.8%15,8354.7%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$7,278,0340.0%66,8202.4%FinanceIEFiShares 7-10 Year Treasury Bond ETF$3,937,856$3,937,856 ▲New Holding41,6001.3%ETFPDD HOLDINGS INC$1,937,4800.0%2,000,0000.6%NOTE 12/0BSVVanguard Short-Term Bond ETF$1,763,4100.0%23,0000.6%ETFJDJD.com$1,147,942$1,147,942 ▲New Holding41,9110.4%Retail/WholesaleBIDUBaidu$977,945$977,945 ▲New Holding9,2890.3%Computer and TechnologyIQIYI INC$198,0000.0%200,0000.1%NOTE 4.000%12/1Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
