All-Stars Investment Ltd's Q2 2026 13F: 7 new positions
Form 13F-HR for the quarter ended Jun 30, 2026 · filed Aug 6, 2026 · 11 reported positions · accession 0001633603-26-000004
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | ISHARES BITCOIN TR (IBIT) | 6.4% | 4.6% | −1.8 pts | −68,200 sh | −20% |
| Reduced | ISHARES ETHEREUM TR (ETHA) | 3.4% | 1.9% | −1.5 pts | −124K sh | −28% |
| Reduced | FULL TRUCK ALLIANCE CO LTD (YMM) | 89.0% | 89.5% | +0.5 pts | −148K sh | −1% |
| New | BROADCOM INC (AVGO) | — | 0.4% | +0.4 pts | +2,150 sh | new |
| New | AMAZON COM INC (AMZN) | — | 0.4% | +0.4 pts | +3,400 sh | new |
| New | NVIDIA CORPORATION (NVDA) | — | 0.4% | +0.4 pts | +4,000 sh | new |
| New | TAIWAN SEMICONDUCTOR MANUFAC (TSM) | — | 0.4% | +0.4 pts | +1,600 sh | new |
| New | ALIBABA GROUP HLDG LTD (BABA) | — | 0.3% | +0.3 pts | +6,700 sh | new |
| New | ALPHABET INC (GOOGL) | — | 0.3% | +0.3 pts | +1,600 sh | new |
| New | MICROSOFT CORP (MSFT) | — | 0.3% | +0.3 pts | +1,500 sh | new |
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 — 99.7% of the equity book
Changes in the top 10 this quarter: AVGO entered · AMZN entered · NVDA entered · TSM entered · BABA entered · GOOGL entered
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD (YMM) | 89.0% | 89.5% | |
| 2 | ISHARES BITCOIN TR (IBIT) | 6.4% | 4.6% | |
| 3 | ISHARES ETHEREUM TR (ETHA) | 3.4% | 1.9% | |
| 4 | ALPHABET INC (GOOG) | 1.3% | 1.6% | |
| 5 | BROADCOM INC (AVGO) | 0.0% | 0.4% | Entered the top 10 |
| 6 | AMAZON COM INC (AMZN) | 0.0% | 0.4% | Entered the top 10 |
| 7 | NVIDIA CORPORATION (NVDA) | 0.0% | 0.4% | Entered the top 10 |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC (TSM) | 0.0% | 0.4% | Entered the top 10 |
| 9 | ALIBABA GROUP HLDG LTD (BABA) | 0.0% | 0.3% | Entered the top 10 |
| 10 | ALPHABET INC (GOOGL) | 0.0% | 0.3% | Entered the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).