IvyRock Asset Management (HK) Ltd — 13F holdings

IvyRock Asset Management (HK) Ltd reported 25 holdings worth $177M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. PDD PDD HOLDINGS INC — $89.6M (50.6%)
2. BABA ALIBABA GROUP HLDG LTD — $23.7M (13.4%)
3. LEGN LEGEND BIOTECH CORP — $23.1M (13.1%)
4. CRCL CIRCLE INTERNET GROUP INC — $17.8M (10.0%)
5. IBIT ISHARES BITCOIN TRUST ETF — $8.20M (4.6%)
6. BEKE KE HLDGS INC — $5.23M (3.0%)
7. HUYA HUYA INC — $2.41M (1.4%)
8. GLD SPDR GOLD TR — $1.11M (0.6%)
9. AMD ADVANCED MICRO DEVICES INC — $581K (0.3%)
10. ARWR ARROWHEAD PHARMACEUTICALS IN — $571K (0.3%)