Ivyrock Asset Management (Hk) Ltd Top Holdings and 13F Report (2025) About Ivyrock Asset Management (Hk) LtdInvestment ActivityIvyrock Asset Management (Hk) Ltd has $176.91 million in total holdings as of June 30, 2025.Ivyrock Asset Management (Hk) Ltd owns shares of 25 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 18.73% of the portfolio was purchased this quarter.About 3.58% of the portfolio was sold this quarter.This quarter, Ivyrock Asset Management (Hk) Ltd has purchased 25 new stocks and bought additional shares in 4 stocks.Ivyrock Asset Management (Hk) Ltd sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings PDD $89,594,598Alibaba Group $23,678,266Legend Biotech $23,132,880CIRCLE INTERNET GROUP INC $17,755,605ISHARES BITCOIN TRUST ETF $8,202,656 Largest New Holdings this Quarter 81762P102 - ServiceNow $546,040 Holding60937P106 - MongoDB $436,670 Holding25459W458 - Direxion Daily Semiconductors Bull 3x Shares $346,723 Holding Largest Purchases this Quarter Alibaba Group 150,000 shares (about $14.40M)CIRCLE INTERNET GROUP INC 200,000 shares (about $12.53M)ISHARES BITCOIN TRUST ETF 80,000 shares (about $2.66M)PDD 29,140 shares (about $2.22M)ServiceNow 5,500 shares (about $546.04K) Largest Sales this Quarter Advanced Micro Devices 500 shares (about $290.46K)Intellia Therapeutics 9,830 shares (about $166.32K)Sprott Uranium Miners ETF 2,520 shares (about $132.53K)Legend Biotech 3,000 shares (about $86.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIvyrock Asset Management (Hk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$89,594,598$2,222,799 â–²2.5%1,174,54950.6%Consumer DiscretionaryBABAAlibaba Group$23,678,266$14,397,000 â–²155.1%246,70013.4%Consumer DiscretionaryLEGNLegend Biotech$23,132,880$86,640 â–¼-0.4%801,00013.1%HealthcareCIRCLE INTERNET GROUP INC$17,755,605$12,526,000 â–²239.5%283,50010.0%COM CL AISHARES BITCOIN TRUST ETF$8,202,656$2,663,200 â–²48.1%246,4004.6%SHS BEN INTBEKEKE$5,230,8000.0%360,0003.0%Real EstateHUYAHUYA$2,410,3610.0%1,047,9831.4%Communication ServicesGLDSPDR Gold Shares$1,105,1400.0%3,0000.6%ETFAMDAdvanced Micro Devices$580,910$290,455 â–¼-33.3%1,0000.3%TechnologyARWRArrowhead Pharmaceuticals$570,5700.0%7,0000.3%HealthcareNOWServiceNow$546,040$546,040 â–²New Holding5,5000.3%TechnologyCSCOCisco Systems$528,5700.0%4,5000.3%TechnologyMDBMongoDB$436,670$436,670 â–²New Holding1,3000.2%TechnologyCOPXGlobal X Copper Miners ETF$384,8500.0%5,0000.2%ETFMSFTMicrosoft$373,0200.0%1,0000.2%TechnologySNPSSynopsys$356,8560.0%8000.2%TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$346,723$346,723 â–²New Holding1,3000.2%ETFYYJOYY$329,9500.0%5,0000.2%Communication ServicesBEAMBeam Therapeutics$295,1520.0%8,6000.2%HealthcareSILGlobal X Silver Miners ETF$271,1100.0%3,5000.2%ETFURNMSprott Uranium Miners ETF$210,360$132,527 â–¼-38.7%4,0000.1%ETFNTLAIntellia Therapeutics$169,200$166,324 â–¼-49.6%10,0000.1%HealthcareDHTDHT$165,3000.0%10,0000.1%EnergyPRIME MEDICINE INC$154,2420.0%41,8000.1%COMREREATRenew$77,4000.0%20,0000.0%Consumer DiscretionaryTSLATesla$0$5,055,800 â–¼-100.0%00.0%Consumer DiscretionaryARRIVENT BIOPHARMA INC$0$369,120 â–¼-100.0%00.0%COMGDXVanEck Gold Miners ETF$0$229,425 â–¼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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