True Light Capital Pte. Ltd. 13F Holdings · Q2 2026
True Light Capital Pte. Ltd. reported 8 securities worth $151.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PDD (29.61%), HTHT (18.47%), BABA (16.91%). Among its top 25 positions this quarter: 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $44.9M | 29.61% | 589,064 | Trimmed |
| 2 | HTHT | H WORLD GROUP LTD | $28.0M | 18.47% | 671,736 | Trimmed |
| 3 | BABA | ALIBABA GROUP HOLDING | $25.7M | 16.91% | 267,275 | Hold |
| 4 | YUMC | YUM CHINA HOLDINGS INC | $15.5M | 10.23% | 379,886 | Trimmed |
| 5 | AS | AMER SPORTS INC | $15.5M | 10.20% | 457,150 | Hold |
| 6 | TCOM | TRIP COM GROUP LTD | $14.9M | 9.81% | 373,751 | Hold |
| 7 | NTES | NETEASE INC | $6.2M | 4.12% | 48,754 | Hold |
| 8 | ONC | BEONE MEDICINES LTD | $991,696 | 0.65% | 3,480 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR