True Light Capital Pte. Ltd.: 13F holdings
CIK 21073862026Q2
| Positions | 8 |
|---|
| Reported value | $151.7m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 8 (+0 vs prior quarter) |
|---|
| Reported value | $151.7m (-23.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PDD PDD HOLDINGS INC | 589,064 | $44.9m | 29.6% |
| HTHT H WORLD GROUP LTD | 671,736 | $28.0m | 18.5% |
| BABA ALIBABA GROUP HOLDING | 267,275 | $25.7m | 16.9% |
| YUMC YUM CHINA HOLDINGS INC | 379,886 | $15.5m | 10.2% |
| AMER SPORTS INC | 457,150 | $15.5m | 10.2% |
| TCOM TRIP COM GROUP LTD | 373,751 | $14.9m | 9.8% |
| NTES NETEASE INC | 48,754 | $6.2m | 4.1% |
| ONC BEONE MEDICINES LTD | 3,480 | $991,696 | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107386")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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