StockDriftsStockDriftsTop 11 All-Stars Investment Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| YMM | FULL TRUCK ALLIANCE CO LTD | 89.45% | 21.95M | $178.2M | -0.67%(-148.00K) | $11.85(-20.30%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TR | 4.56% | 272.8K | $9.1M | -20.00%(-68.20K) | $40.88(-11.16%) | 2026-06-30 | |
| ETHA | ISHARES ETHEREUM TR | 1.9% | 319.1K | $3.8M | -27.97%(-123.90K) | $25.31(-44.01%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.6% | 9.0K | $3.2M | +0.00%(+0) | $300.33(+16.70%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 0.41% | 2.1K | $812K | new | $335.58(+25.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 0.41% | 3.4K | $810K | new | $219.64(+25.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 0.4% | 4.0K | $800K | new | $182.63(+20.71%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.38% | 1.6K | $764K | new | $397.04(+6.69%) | 2026-06-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 0.32% | 6.7K | $643K | new | $108.98(+17.98%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 0.29% | 1.6K | $572K | new | $315.43(+11.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.58% | +28.01% | +1.63% | +8.40% |
| Top 20 Holdings Unweighted | +16.34% | +57.47% | +16.56% | +115.11% |
All-Stars Investment Ltd reports $199.23M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are YMM (89.5%), IBIT (4.6%) and ETHA (1.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +28.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from All-Stars Investment Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633603). View All-Stars Investment Ltd’s 13F filings on SEC