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True Light Capital Pte. Ltd.

Portfolio Manager
True Light Capital Pte. Ltd.
Performance
-8.81% (2026 Q1)
AUM (13F)
$197.85M
# of Holdings
8
Performance Rank
Allocation (Top 20)
100.01%

True Light Capital Pte. Ltd. Holdings Map

Top 8 True Light Capital Pte. Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PDD
PDD HOLDINGS INC
32.34%626.3K$64.0M
+3.99%(+24.04K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 602.3K shares2026-Q1: 626.3K shares
$122.20(-18.50%)
2026-03-31
HTHT
H WORLD GROUP LTD
17.14%674.2K$33.9M
-15.64%(-125.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 799.2K shares2026-Q1: 674.2K shares
$43.08(+8.94%)
2026-03-31
BABA
ALIBABA GROUP HOLDING
16.95%267.3K$33.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 267.3K shares2026-Q1: 267.3K shares
$162.65(-10.36%)
2026-03-31
YUMC
YUM CHINA HOLDINGS INC
13.28%538.6K$26.3M
-21.25%(-145.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 683.9K shares2026-Q1: 538.6K shares
$45.33(+3.51%)
2026-03-31
TCOM
TRIP COM GROUP LTD
9.41%373.8K$18.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 373.8K shares2026-Q1: 373.8K shares
$73.56(-28.92%)
2026-03-31
AS
AMER SPORTS INC
7.61%457.1K$15.0M
+39.80%(+130.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 327.0K shares2026-Q1: 457.1K shares
$35.79(-8.41%)
2026-03-31
NTES
NETEASE INC
2.76%48.8K$5.5M
+79.23%(+21.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.2K shares2026-Q1: 48.8K shares
$135.95(-11.84%)
2026-03-31
ONC
BEONE MEDICINES LTD
0.52%3.5K$1.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.5K shares2026-Q1: 3.5K shares
$322.26(-1.77%)
2026-03-31

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