True Light Capital Pte. Ltd. — 13F holdings

True Light Capital Pte. Ltd. reported 8 holdings worth $152M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. PDD PDD HOLDINGS INC — $44.9M (29.6%)
2. HTHT H WORLD GROUP LTD — $28.0M (18.5%)
3. BABA ALIBABA GROUP HLDG LTD — $25.7M (16.9%)
4. YUMC YUM CHINA HLDGS INC — $15.5M (10.2%)
5. AS AMER SPORTS INC — $15.5M (10.2%)
6. TCOM TRIP COM GROUP LTD — $14.9M (9.8%)
7. NTES NETEASE INC — $6.25M (4.1%)
8. ONC BEONE MEDICINES LTD — $992K (0.7%)