UG Investment Advisers Ltd. — 13F holdings

UG Investment Advisers Ltd. reported 10 holdings worth $103M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. ORCL ORACLE CORP — $27.4M (26.6%)
2. BABA ALIBABA GROUP HLDG LTD — $20.4M (19.8%)
3. NVDA NVIDIA CORPORATION — $15.1M (14.6%)
4. SPCX SPACE EXPLORATION TECHN CORP — $12.9M (12.5%)
5. JD.COM INC — $8.85M (8.6%)
6. ROG ROGERS CORP — $8.77M (8.5%)
7. VIXY PROSHARES TR II — $4.16M (4.0%)
8. BZ KANZHUN LIMITED — $3.82M (3.7%)
9. SUPER MICRO COMPUTER INC — $926K (0.9%)
10. PDD PDD HOLDINGS INC — $761K (0.7%)