Q2 2026 13F · SEC CIK 1910173
MY.Alpha Management HK Advisors Ltd
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $259.6M
- Reported positions
- 9
- Top holdings a year, 3 yrs
- +14.1%
- Average holding period
- 1.6 yrs
MY.Alpha Management HK Advisors Ltd is a hedge fund that reported 9 positions worth $259.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Inc (EWY, 19.1%), Futu Holdings Ltd (FUTU, 15.6%), JOYY Inc (YY, 15.2%). A portfolio copying its top holdings returned 14.1% a year over the last 3 years, against 18.8% for the S&P 500.
MY.Alpha Management HK Advisors Ltd holdings all 9 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. 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.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| EWYIshares Inc | 19.1% | — | $49.5M |
| FUTUFutu Holdings Ltd | 15.6% | +26.6% | $40.6M |
| YYJOYY Inc | 15.2% | +0.0% | $39.4M |
| ACMRACM Research, Inc. | 12.2% | — | $31.7M |
| GDSGds Hldgs Ltd | 9.8% | -0.9% | $25.4M |
| TSMTaiwan Semiconductor Manufac | 8.7% | -44.6% | $22.5M |
| NTESNetease Inc Sp ADR | 7.8% | -16.2% | $20.2M |
| BABAAlibaba Group Hldg Ltd | 6.8% | +217.5% | $17.7M |
| SESea Ltd | 4.9% | — | $12.6M |
What MY.Alpha Management HK Advisors Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- EWY Ishares Inc19.1% of 13F
- ACMR ACM Research, Inc.12.2% of 13F
- SE Sea Ltd4.9% of 13F
Added to
- BABA Alibaba Group Hldg Ltd+217.5% shares
- FUTU Futu Holdings Ltd+26.6% shares
Reduced
- TSM Taiwan Semiconductor Manufac-44.6% shares
- NTES Netease Inc Sp ADR-16.2% shares
Sold out
- PAYP Paypay Corpwas 13.2%
- MU Micron Technology Incwas 6.7%
- BILI Bilibili Incwas 3.9%
- PBR Petroleo Brasileiro S A Sponsored ADR (bwas 3.7%
- SNDK Sandisk Corpwas 2.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.2% /yr
- S&P 500 +20.1%
- 3 years
- +14.1% /yr
- S&P 500 +18.8%
- 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $259.6M | 9 |
| Q1 2026 | $245.8M | 11 |
| Q4 2025 | $186.4M | 10 |
| Q3 2025 | $154.5M | 11 |
| Q2 2025 | $134.7M | 15 |
| Q1 2025 | $201.0M | 18 |
| Q4 2024 | $227.5M | 17 |
| Q3 2024 | $280.3M | 14 |
| Q2 2024 | $265.5M | 16 |
| Q1 2024 | $266.5M | 15 |
| Q4 2023 | $193.5M | 12 |
| Q3 2023 | $220.7M | 11 |
Questions about MY.Alpha Management HK Advisors Ltd's portfolio
What stocks does MY.Alpha Management HK Advisors Ltd own?
MY.Alpha Management HK Advisors Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 9 positions worth $259.6M. The largest are Ishares Inc (EWY) at 19.1%, Futu Holdings Ltd (FUTU) at 15.6%, JOYY Inc (YY) at 15.2%, ACM Research, Inc. (ACMR) at 12.2% and Gds Hldgs Ltd (GDS) at 9.8%.
What did MY.Alpha Management HK Advisors Ltd buy last quarter?
In Q2 2026, MY.Alpha Management HK Advisors Ltd added a new position in Ishares Inc (EWY), a new position in ACM Research, Inc. (ACMR), a new position in Sea Ltd (SE), Alibaba Group Hldg Ltd (BABA) (+217.5% shares) and Futu Holdings Ltd (FUTU) (+26.6% shares), compared with its Q1 2026 filing.
What did MY.Alpha Management HK Advisors Ltd sell last quarter?
In Q2 2026, MY.Alpha Management HK Advisors Ltd sold all of Paypay Corp (PAYP), sold all of Micron Technology Inc (MU), sold all of Bilibili Inc (BILI), sold all of Petroleo Brasileiro S A Sponsored ADR (b (PBR), sold all of Sandisk Corp (SNDK), Taiwan Semiconductor Manufac (TSM) (-44.6% shares) and Netease Inc Sp ADR (NTES) (-16.2% shares), compared with its Q1 2026 filing.
How has MY.Alpha Management HK Advisors Ltd's portfolio performed?
A portfolio copying MY.Alpha Management HK Advisors Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.1% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: -1.2% against +20.1%.
When is MY.Alpha Management HK Advisors Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. MY.Alpha Management HK Advisors 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.