§ 13F · FUND PROFILE
UG Investment Advisers Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $639M (13F)Positions · 13Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 91K | $31M | 20.9% | −71% |
| 2 | JD 0.25 06/01/29 | JD.COM INC | 21.00M | $21M | 14.1% | ±0% |
| 3 | BABA | ALIBABA GROUP HLDG LTD | 149K | $19M | 12.6% | −89% |
| 4 | QCOM | QUALCOMM INC | 141K | $18M | 12.2% | −68% |
| 5 | BABA 0.5 06/01/31 | ALIBABA GROUP HLDG LTD | 12.44M | $17M | 11.4% | −29% |
| 6 | NVDA | NVIDIA CORPORATION | 54K | $10M | 6.4% | ±0% |
| 7 | LITE | LUMENTUM HLDGS INC | 11K | $8M | 5.1% | NEW |
| 8 | COHR | COHERENT CORP | 26K | $6M | 4.2% | NEW |
| 9 | ROG | ROGERS CORP | 54K | $6M | 3.9% | NEW |
| 10 | AVGO | BROADCOM INC | 13K | $4M | 2.7% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UG SIGNAL
AC read
UG Investment Advisers Ltd. is a Other fund managing $639 million in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed