Go Pro

True Light Capital Pte. Ltd. Top Holdings and 13F Report (2026)

About True Light Capital Pte. Ltd.

Investment Activity

  • True Light Capital Pte. Ltd. has $151.74 million in total holdings as of June 30, 2026.
  • True Light Capital Pte. Ltd. owns shares of 8 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • About 6.21% of the portfolio was sold this quarter.
  • This quarter, True Light Capital Pte. Ltd. has purchased 8 new stocks and bought additional shares in 0 stocks.
  • True Light Capital Pte. Ltd. sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

PDD
$44,933,802
H World Group
$28,024,826
Alibaba Group
$25,653,055
Yum China
$15,525,941
AMER SPORTS INC
$15,469,956

Largest Sales this Quarter

Yum China
158,686 shares (about $6.49M)
PDD
37,236 shares (about $2.84M)
H World Group
2,453 shares (about $102.34K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTrue Light Capital Pte. Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$44,933,802$2,840,362 â–¼-5.9%589,06429.6%Consumer Discretionary
H World Group Limited Sponsored ADR stock logo
HTHT
H World Group
$28,024,826$102,339 â–¼-0.4%671,73618.5%Consumer Discretionary
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$25,653,0550.0%267,27516.9%Consumer Discretionary
Yum China stock logo
YUMC
Yum China
$15,525,941$6,485,497 â–¼-29.5%379,88610.2%Consumer Discretionary
AMER SPORTS INC
$15,469,9560.0%457,15010.2%COM SHS
Trip.com Group Limited Sponsored ADR stock logo
TCOM
Trip.com Group
$14,890,2400.0%373,7519.8%Consumer Discretionary
NetEase, Inc. stock logo
NTES
NetEase
$6,247,3380.0%48,7544.1%Communication Services
BEONE MEDICINES LTD
$991,6960.0%3,4800.7%SPONSORED ADS

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data