Q2 2026 13F · SEC CIK 1633603

All-Stars Investment Ltd

Hedge fundFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $199.2M
Reported positions: 11
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1 qtrs

All-Stars Investment Ltd is a hedge fund that reported 11 positions worth $199.2M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Full Truck ADR (YMM, 89.5%), Ishares Bitcoin Trust ETF (IBIT, 4.6%), Ishares Ethereum Tr (1.9%).

All-Stars Investment Ltd holdings all 11 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2020. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

All-Stars Investment Ltd 13F holdings
Stock	% of 13F value	Q1 2020	Shares	Share change	Reported value
YMMFull Truck ADR	89.5%	New	21,947,164	—	$178.2M
IBITIshares Bitcoin Trust ETF	4.6%	New	272,800	—	$9.1M
46438R105Ishares Ethereum Tr	1.9%	New	319,100	—	$3.8M
GOOGAlphabet Inc	1.6%	New	9,000	—	$3.2M
AVGOBroadcom Inc	0.4%	New	2,150	—	$812K
AMZNAmazon Com Inc	0.4%	New	3,400	—	$810K
NVDANvidia Corporation	0.4%	New	4,000	—	$800K
TSMTaiwan Semiconductor Manufac	0.4%	New	1,600	—	$764K
BABAAlibaba Group Hldg Ltd	0.3%	26.9%	6,700	-90.6%	$643K
GOOGLAlphabet Inc	0.3%	New	1,600	—	$572K
MSFTMicrosoft Corp	0.3%	New	1,500	—	$560K

What All-Stars Investment Ltd bought and sold in Q2 2026, against Q1 2020.

New positions

YMM Full Truck ADR89.5% of 13F
IBIT Ishares Bitcoin Trust ETF4.6% of 13F
Ishares Ethereum Tr1.9% of 13F
GOOG Alphabet Inc1.6% of 13F
AVGO Broadcom Inc0.4% of 13F
AMZN Amazon Com Inc0.4% of 13F
NVDA Nvidia Corporation0.4% of 13F
TSM Taiwan Semiconductor Manufac0.4% of 13F

Added to

No position grew by more than 5%.

Reduced

BABA Alibaba Group Hldg Ltd-90.6% shares

Sold out

Share counts compared with the Q1 2020 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$199.2M	11
Q1 2020	$51.3M	5
Q4 2019	$69.1M	5
Q3 2019	$69.1M	5
Q4 2018	$57.4M	5
Q3 2018	$60.6M	5
Q2 2018	$96.4M	8
Q1 2018	$89.6M	8
Q2 2017	$64.2M	6
Q1 2017	$131.4M	8
Q4 2016	$115.6M	8
Q3 2016	$130.3M	8

Questions about All-Stars Investment Ltd's portfolio

What stocks does All-Stars Investment Ltd own?

All-Stars Investment Ltd's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 11 positions worth $199.2M. The largest are Full Truck ADR (YMM) at 89.5%, Ishares Bitcoin Trust ETF (IBIT) at 4.6%, Ishares Ethereum Tr at 1.9%, Alphabet Inc (GOOG) at 1.6% and Broadcom Inc (AVGO) at 0.4%.

What did All-Stars Investment Ltd buy last quarter?

In Q2 2026, All-Stars Investment Ltd added a new position in Full Truck ADR (YMM), a new position in Ishares Bitcoin Trust ETF (IBIT), a new position in Ishares Ethereum Tr, a new position in Alphabet Inc (GOOG) and a new position in Broadcom Inc (AVGO), compared with its Q1 2020 filing.

What did All-Stars Investment Ltd sell last quarter?

In Q2 2026, All-Stars Investment Ltd sold all of Baidu Inc (BIDU), sold all of JOYY Inc (YY), sold all of Jd.com Inc (JD), sold all of Zto Express Cayman Inc (ZTO) and Alibaba Group Hldg Ltd (BABA) (-90.6% shares), compared with its Q1 2020 filing.

When is All-Stars Investment Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. All-Stars Investment Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.