MY.Alpha Management HK Advisors Ltd — 13F holdings

MY.Alpha Management HK Advisors Ltd reported 9 holdings worth $260M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EWY ISHARES INC — $49.5M (19.1%)
2. FUTU FUTU HLDGS LTD — $40.6M (15.6%)
3. JOYY JOYY INC — $39.4M (15.2%)
4. ACMR ACM RESH INC — $31.7M (12.2%)
5. GDS GDS HLDGS LTD — $25.4M (9.8%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $22.5M (8.7%)
7. NTES NETEASE INC — $20.2M (7.8%)
8. BABA ALIBABA GROUP HLDG LTD — $17.7M (6.8%)
9. SE SEA LTD — $12.6M (4.9%)