StockDriftsStockDriftsTop 7 UG Investment Advisers Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | 26.55% | 186.8K | $27.4M | new | $142.68(+3.36%) | 2026-06-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 19.81% | 212.8K | $20.4M | +43.00%(+64.00K) | $121.85(+5.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 14.63% | 75.4K | $15.1M | +38.41%(+20.93K) | $129.02(+70.88%) | 2026-06-30 | |
| ROG | ROGERS CORP | 8.51% | 53.6K | $8.8M | +0.00%(+0) | $99.45(+34.77%) | 2026-06-30 | |
| VIXY | PROSHARES TR II | 4.03% | 195.3K | $4.2M | +120.13%(+106.59K) | $29.31(-33.60%) | 2026-06-30 | |
| BZ | KANZHUN LIMITED | 3.7% | 296.4K | $3.8M | +0.00%(+0) | $16.49(-0.18%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 0.74% | 10.0K | $761K | new | $87.35(+3.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +70.72% | +397.53% | +29.42% | +263.05% |
| Top 20 Holdings Unweighted | +47.92% | +223.66% | +21.23% | +161.87% |
UG Investment Advisers Ltd. reports $103.11M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are ORCL (26.6%), BABA (19.8%) and NVDA (14.6%). The top 20 holdings account for 77.97% of reported assets. Its disclosed equity book has returned +397.53% 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 UG Investment Advisers Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697814). View UG Investment Advisers Ltd.’s 13F filings on SEC