MY.Alpha Management HK Advisors Ltd Quant / Systematic

Location: HONG KONG, K3

CIK: 0001910173 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $245,798 (100.0% shares, 0.0% debt)

Holdings (11)

New Positions (4)

PAYP PAYPAY CORP 13.2%

Value ($000) $32,467 Shares 1,521,400 Est. Cost $21.34 Unrealized —

MU MICRON TECHNOLOGY INC 6.7%

Value ($000) $16,536 Shares 48,945 Est. Cost $387.04 Unrealized 0.0%

PBR PETROLEO BRASILEIRO S A 3.7%

Value ($000) $9,022 Shares 434,800 Est. Cost $20.75 Unrealized —

BABA ALIBABA GROUP HOLDING 3.0%

Value ($000) $7,292 Shares 58,120 Est. Cost $125.46 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PAYP	PAYPAY CORP	1,521,400	$32,467	13.2%	$21.34	—	SPONSORED ADS	70450C101
MU	MICRON TECHNOLOGY INC	48,945	$16,536	6.7%	$387.04	0.0%	COM	595112103
PBR	PETROLEO BRASILEIRO S A	434,800	$9,022	3.7%	$20.75	—	SPONSORED ADR	71654V408
BABA	ALIBABA GROUP HOLDING	58,120	$7,292	3.0%	$125.46	—	SPONSORED ADS	01609W102

Increased Positions (5)

GDS GDS HLDGS LTD 14.0%

Value ($000) $34,375 (+116.9%) Shares 853,182 (+87.9%) Est. Cost $35.61 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 11.7%

Value ($000) $28,780 (+70.1%) Shares 85,160 (+52.9%) Est. Cost $251.63 Unrealized —

NTES NETEASE INC 8.6%

Value ($000) $21,041 (+74.0%) Shares 187,971 (+113.9%) Est. Cost $123.94 Unrealized —

FUTU FUTU HLDGS LTD 19.0%

Value ($000) $46,781 (+14.2%) Shares 342,069 (+37.2%) Est. Cost $144.20 Unrealized —

JOYY JOYY INC 14.2%

Value ($000) $34,868 (+19.1%) Shares 597,162 (+32.1%) Est. Cost $51.76 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GDS	GDS HLDGS LTD	853,182 (+87.9%)	$34,375 (+116.9%)	14.0%	$35.61	—	SPONSORED ADS	36165L108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	85,160 (+52.9%)	$28,780 (+70.1%)	11.7%	$251.63	—	SPONSORED ADS	874039100
NTES	NETEASE INC	187,971 (+113.9%)	$21,041 (+74.0%)	8.6%	$123.94	—	SPONSORED ADS	64110W102
FUTU	FUTU HLDGS LTD	342,069 (+37.2%)	$46,781 (+14.2%)	19.0%	$144.20	—	SPON ADS CL A	36118L106
JOYY	JOYY INC	597,162 (+32.1%)	$34,868 (+19.1%)	14.2%	$51.76	—	ADS REPSTG COM A	46591M109

Exited Positions (3)

PDD PDD HOLDINGS INC 6.7%

Value ($000) $16,471 Shares 145,263 Est. Cost $113.39 Unrealized —

SE SEA LTD 3.5%

Value ($000) $8,547 Shares 67,000 Est. Cost $127.57 Unrealized —

ACMR ACM RESH INC 1.7%

Value ($000) $4,166 Shares 105,605 Est. Cost $29.69 Unrealized +92.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PDD	PDD HOLDINGS INC	145,263	$16,471	6.7%	$113.39	—	—	722304102
SE	SEA LTD	67,000	$8,547	3.5%	$127.57	—	—	81141R100
ACMR	ACM RESH INC	105,605	$4,166	1.7%	$29.69	+92.2%	—	00108J109

Decreased Positions (2)

SNDK SEA LTD 2.1%

Value ($000) $5,109 (-80.0%) Shares 61,700 (-42.6%) Est. Cost $200.29 Unrealized +157.9%

BILI BILIBILI INC 3.9%

Value ($000) $9,527 (-42.7%) Shares 422,312 (-37.5%) Est. Cost $24.59 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SEA LTD	61,700 (-42.6%)	$5,109 (-80.0%)	2.1%	$200.29	+157.9%	COM	80004C200
BILI	BILIBILI INC	422,312 (-37.5%)	$9,527 (-42.7%)	3.9%	$24.59	—	SPON ADR REP Z	090040106