Q2 2026 13F · SEC CIK 2107386
True Light Capital Pte. Ltd.
Asset managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $151.7M
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 3 qtrs
True Light Capital Pte. Ltd. is an asset manager that reported 8 positions worth $151.7M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Pdd Holdings Inc (PDD, 29.6%), Huazhu Group Ltd Sponsored Ads (HTHT, 18.5%), Alibaba Group Hldg Ltd (BABA, 16.9%).
True Light Capital Pte. Ltd. holdings all 8 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 |
|---|---|---|---|
| PDDPdd Holdings Inc | 29.6% | -5.9% | $44.9M |
| HTHTHuazhu Group Ltd Sponsored Ads | 18.5% | -0.4% | $28.0M |
| BABAAlibaba Group Hldg Ltd | 16.9% | +0.0% | $25.7M |
| YUMCYum China Hldgs Inc | 10.2% | -29.5% | $15.5M |
| ASAmer Sports Inc | 10.2% | +0.0% | $15.5M |
| TCOMTrip Com Group Ltd | 9.8% | +0.0% | $14.9M |
| NTESNetease Inc Sp ADR | 4.1% | +0.0% | $6.2M |
| ONCBeone Medicines Ltd | 0.7% | +0.0% | $992K |
What True Light Capital Pte. Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- YUMC Yum China Hldgs Inc-29.5% shares
- PDD Pdd Holdings Inc-5.9% shares
Sold out
Nothing sold out.
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
- —
- 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $151.7M | 8 |
| Q1 2026 | $197.9M | 8 |
| Q4 2025 | $221.6M | 8 |
Questions about True Light Capital Pte. Ltd.'s portfolio
What stocks does True Light Capital Pte. Ltd. own?
True Light Capital Pte. Ltd.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 8 positions worth $151.7M. The largest are Pdd Holdings Inc (PDD) at 29.6%, Huazhu Group Ltd Sponsored Ads (HTHT) at 18.5%, Alibaba Group Hldg Ltd (BABA) at 16.9%, Yum China Hldgs Inc (YUMC) at 10.2% and Amer Sports Inc (AS) at 10.2%.
What did True Light Capital Pte. Ltd. buy last quarter?
True Light Capital Pte. Ltd. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did True Light Capital Pte. Ltd. sell last quarter?
In Q2 2026, True Light Capital Pte. Ltd. Yum China Hldgs Inc (YUMC) (-29.5% shares) and Pdd Holdings Inc (PDD) (-5.9% shares), compared with its Q1 2026 filing.
When is True Light Capital Pte. Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. True Light Capital Pte. 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.