§ 13F · FUND PROFILE
IvyRock Asset Management (HK) Ltd.
AUM · $177M (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | 1.17M | $90M | 50.6% | +3% |
| 2 | BABA | ALIBABA GROUP HLDG LTD | 247K | $24M | 13.4% | +155% |
| 3 | LEGN | LEGEND BIOTECH CORP | 801K | $23M | 13.1% | ±0% |
| 4 | CRCL | CIRCLE INTERNET GROUP INC | 284K | $18M | 10.0% | +240% |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | 246K | $8M | 4.6% | +48% |
| 6 | BEKE | KE HLDGS INC | 360K | $5M | 3.0% | ±0% |
| 7 | HUYA | HUYA INC | 1.05M | $2M | 1.4% | ±0% |
| 8 | GLD | SPDR GOLD SHARES | 3K | $1M | 0.6% | ±0% |
| 9 | AMD | ADVANCED MICRO DEVICES | 1K | $581K | 0.3% | −33% |
| 10 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 7K | $571K | 0.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IVYROCK SIGNAL
AC read
IvyRock Asset Management (HK) Ltd is a Other fund managing $177 million in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →