My.Alpha Management Hk Advisors Ltd Top Holdings and 13F Report (2024)

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About My.Alpha Management Hk Advisors Ltd

My.Alpha Management Hk Advisors Ltd has $266.51 million in total holdings as of March 31, 2024.
My.Alpha Management Hk Advisors Ltd owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 43.72% of the portfolio was purchased this quarter.
About 16.15% of the portfolio was sold this quarter.
This quarter, My.Alpha Management Hk Advisors Ltd has purchased 12 new stocks and bought additional shares in 6 stocks.
My.Alpha Management Hk Advisors Ltd sold shares of 4 stocks and completely divested from 2 stocks this quarter.

IQIYI INC: 35,600,000 shares (about $33.62M)
Dell Technologies: 153,088 shares (about $17.47M)
KE: 1,203,100 shares (about $16.52M)
United States Steel: 389,422 shares (about $15.88M)
Trip.com Group: 208,636 shares (about $9.16M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EDU New Oriental Education & Technology Group	$38,707,221	$10,896,431 ▼	-22.0%	445,833	14.5%	Consumer Discretionary
IQIYI INC	$33,623,132	$33,623,132 ▲	New Holding	35,600,000	12.6%	NOTE 6.500% 3/1
PDD PDD	$26,867,584	$6,485,936 ▲	31.8%	231,119	10.1%	Multi-Sector Conglomerates
FUTU Futu	$26,829,376	$5,161,524 ▲	23.8%	495,464	10.1%	Business Services
NTES NetEase	$22,812,652	$6,671,746 ▲	41.3%	220,476	8.6%	Computer and Technology
TCOM Trip.com Group	$17,654,138	$9,157,034 ▲	107.8%	402,236	6.6%	Consumer Discretionary
DELL Dell Technologies	$17,468,872	$17,468,872 ▲	New Holding	153,088	6.6%	Computer and Technology
BEKE KE	$16,518,563	$16,518,563 ▲	New Holding	1,203,100	6.2%	Finance
TME Tencent Music Entertainment Group	$16,354,901	$13,192,887 ▼	-44.6%	1,461,564	6.1%	Computer and Technology
X United States Steel	$15,880,629	$15,880,629 ▲	New Holding	389,422	6.0%	Basic Materials
YY JOYY	$12,695,783	$2,576,419 ▲	25.5%	412,871	4.8%	Computer and Technology
BILIBILI INC	$9,525,435	$1,743,074 ▲	22.4%	9,995,000	3.6%	NOTE 0.500%12/1
VNET VNET Group	$8,462,396	$1,445,806 ▼	-14.6%	5,459,610	3.2%	Computer and Technology
RBOT Vicarious Surgical	$1,875,350	$350,349 ▼	-15.7%	6,220,065	0.7%	Medical
WDC Western Digital	$1,238,829	$1,238,829 ▲	New Holding	18,154	0.5%	Computer and Technology
VNET GROUP INC	$0	$17,141,899 ▼	-100.0%	0	0.0%	NOTE 2/0
HH&L ACQUISITION CO	$0	$21,298 ▼	-100.0%	0	0.0%	*W EXP 02/04/202