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UG Investment Advisers Ltd.

Portfolio Manager
UG Investment Advisers Ltd.
Performance
-8.00% (2026 Q1)
AUM (13F)
$148.16M
# of Holdings
15
Performance Rank
Allocation (Top 20)
74.53%

UG Investment Advisers Ltd. Holdings Map

Top 13 UG Investment Advisers Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MU
MICRON TECHNOLOGY INC
20.86%91.5K$30.9M
-70.96%(-223.54K)
2025-Q1: 782.4K shares2025-Q2: 825.7K shares2025-Q3: 559.2K shares2025-Q4: 315.0K shares2026-Q1: 91.5K shares
$78.02(+1007.43%)
2026-03-31
BABA
ALIBABA GROUP HLDG LTD
12.6%148.8K$18.7M
-89.05%(-1.21M)
2025-Q1: 791.2K shares2025-Q2: 1.76M shares2025-Q3: 1.56M shares2025-Q4: 1.36M shares2026-Q1: 148.8K shares
$121.85(+19.66%)
2026-03-31
QCOM
QUALCOMM INC
12.25%140.9K$18.1M
-67.91%(-298.10K)
2025-Q1: 621.5K shares2025-Q2: 579.4K shares2025-Q3: 888.7K shares2025-Q4: 439.0K shares2026-Q1: 140.9K shares
$146.57(+45.44%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.41%54.5K$9.5M
+0.00%(+0)
2025-Q1: 22.5K shares2025-Q2: 52.8K shares2025-Q3: 46.5K shares2025-Q4: 54.5K shares2026-Q1: 54.5K shares
$108.42(+108.29%)
2026-03-31
LITE
LUMENTUM HLDGS INC
5.08%10.7K$7.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 10.7K shares
$535.68(+92.35%)
2026-03-31
COHR
COHERENT CORP
4.24%26.4K$6.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 26.4K shares
$211.39(+90.98%)
2026-03-31
ROG
ROGERS CORP
3.88%53.6K$5.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 53.6K shares
$99.45(+43.89%)
2026-03-31
AVGO
BROADCOM INC
2.73%13.1K$4.0M
-8.44%(-1.20K)
2025-Q1: 12.2K shares2025-Q2: 8.5K shares2025-Q3: 8.5K shares2025-Q4: 14.3K shares2026-Q1: 13.1K shares
$258.84(+61.02%)
2026-03-31
BZ
KANZHUN LIMITED
2.68%296.4K$4.0Mnew2025-Q1: 469.6K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 296.4K shares
$16.49(-10.59%)
2026-03-31
VIXY
PROSHARES TR II
2.06%88.7K$3.0M
-13.87%(-14.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 103.0K shares2026-Q1: 88.7K shares
$28.97(-5.66%)
2026-03-31

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