Portfolio (Quarterly) Guide ↗

MY.Alpha Management HK Advisors Ltd

· CIK 0001910173

13F Portfolio $246M AUM 11 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 5 Added 2 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PDD	PDD HOLDINGS INC	Consumer Cyclical	145,263	$16.5M	8.84%	SOLD
2	SE	SEA LTD	Consumer Cyclical	67,000	$8.5M	4.58%	SOLD
3	ACMR	ACM RESH INC	Technology	105,605	$4.2M	2.23%	SOLD

Sector Allocation

Technology 60.1%

Financial Services 19.0%

Communication Services 14.2%

Energy 3.7%

Consumer Cyclical 3.0%