MY.Alpha Management HK Advisors Ltd
HONG KONG K3 · SEC CIK 0001910173
$2.80亿2026Q1 申报市值
11持仓数
97.4%前十大占比 · 第一大 16.7%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PAYP 新建仓+$3,246.67万
MU 新建仓+$1,653.56万
GDS 加仓+$1,607.62万
FUTU 加仓+$1,267.77万
NTES 加仓+$1,120.52万
2026Q1 卖出最多 按季末市值估算
SNDK 减仓-$2,913.67万
PDD 清仓-$1,647.14万
BILI 减仓-$572.09万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FUTU | FUTU HLDGS LTD | $4,678.14万 | 16.71% | 342,069 | 92,700 | 37.2% | $1,267.77万 | 加仓 |
| SNDK | SEA LTD | $3,920.05万 | 14.01% | 61,700 | -45,860 | -42.6% | -$2,913.67万 | 减仓 |
| JOYY | JOYY INC | $3,486.83万 | 12.46% | 597,162 | 145,258 | 32.1% | $848.16万 | 加仓 |
| GDS | GDS HLDGS LTD | $3,437.47万 | 12.28% | 853,182 | 399,011 | 87.9% | $1,607.62万 | 加仓 |
| PAYP | PAYPAY CORP | $3,246.67万 | 11.60% | 1,521,400 | 1,521,400 | — | $3,246.67万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,877.98万 | 10.28% | 85,160 | 29,469 | 52.9% | $995.90万 | 加仓 |
| NTES | NETEASE INC | $2,104.15万 | 7.52% | 187,971 | 100,100 | 113.9% | $1,120.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,653.56万 | 5.91% | 48,945 | 48,945 | — | $1,653.56万 | 新建仓 |
| BILI | BILIBILI INC | $952.74万 | 3.40% | 422,312 | -253,584 | -37.5% | -$572.09万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $902.21万 | 3.22% | 434,800 | 434,800 | — | $902.21万 | 新建仓 |
| BABA | ALIBABA GROUP HOLDING | $729.17万 | 2.61% | 58,120 | 10,920 | 23.1% | $137.00万 | 重新持有 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -145,263 | -100.0% | -$1,647.14万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |