StockDriftsStockDriftsTop 10 Value Star Asset Management (Hong Kong) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | GOOG ALPHABET INC | 19.78% | 40.0K | $9.7M | +166.67%(+25.00K) | $191.45(+63.76%) | 2025-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 17.02% | 30.0K | $8.4M | +100.00%(+15.00K) | $189.90(+59.47%) | 2025-09-30 | |
| AMZN | AMAZON.COM INC | 15.61% | 35.0K | $7.7M | +40.00%(+10.00K) | $187.44(+24.05%) | 2025-09-30 | |
| META | META PLATFORM INC | 13.42% | 9.0K | $6.6M | +12.50%(+1.00K) | $533.92(+24.23%) | 2025-09-30 | |
| HCA | HCA HEALTHCARE ORD | 8.66% | 10.0K | $4.3M | -16.67%(-2.00K) | $292.51(+63.12%) | 2025-09-30 | |
| SHLD | GLOBAL X DEFENSE TECH ETF | 7.13% | 50.0K | $3.5M | new | $63.32(+4.22%) | 2025-09-30 | |
| CEG | GENERAL ELECTRIC AEROSPACE | 6.4% | 10.0K | $3.1M | +233.33%(+7.00K) | $306.28(+17.69%) | 2025-09-30 | |
| SNOW | SNOWFLAKE INC | 4.58% | 10.0K | $2.3M | +0.00%(+0) | $183.98(+21.69%) | 2025-09-30 | |
| HOOD | ROBINHOOD MARKETS INC - A | 4.36% | 15.0K | $2.1M | new | $107.49(+9.89%) | 2025-09-30 | |
| ZS | ZSCALER ORD | 3.04% | 5.0K | $1.5M | -50.00%(-5.00K) | $201.03(+14.67%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.78% | +103.77% |
| Top 20 Holdings Unweighted | +22.62% | +84.39% |
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