All-Stars Investment Ltd's Q2 2025 13F: 2 positions resized, no new positions or exits
Form 13F-HR for the quarter ended Jun 30, 2025 · filed Aug 6, 2025 · 3 reported positions · accession 0001633603-25-000005
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | FULL TRUCK ALLIANCE CO LTD (YMM) | 89.3% | 87.6% | −1.7 pts | −591K sh | −3% |
| Reduced | PDD HOLDINGS INC (PDD) | 3.4% | 2.1% | −1.3 pts | −34,000 sh | −36% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD (YMM) | 89.3% | 87.6% | |
| 2 | ISHARES BITCOIN TR (IBIT) | 7.2% | 10.3% | |
| 3 | PDD HOLDINGS INC (PDD) | 3.4% | 2.1% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).