Institutional Fund
True Light Capital Pte. Ltd.
Singapore, SingaporeCIK 21073862 filings on record
Portfolio Value
$197.85M
Q1 2026
Holdings
8
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-10.7%
from $221.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pdd Holdings Inc32.3%
- H World Group Ltd17.1%
- Alibaba Group Hldg Ltd16.9%
- Yum China Hldgs Inc13.3%
- Trip Com Group Ltd9.4%
- Amer Sports Inc7.6%
- Other3.3%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdd Holdings Inc | 626.3K | $64.00M | 32.3% | +24.0K | Added |
| 2 | H World Group Ltd | 674.2K | $33.90M | 17.1% | −125.0K | Reduced |
| 3 | Alibaba Group Hldg Ltd | 267.3K | $33.53M | 16.9% | 0 | Held |
| 4 | Yum China Hldgs Inc | 538.6K | $26.27M | 13.3% | −145.3K | Reduced |
| 5 | Trip Com Group Ltd | 373.8K | $18.61M | 9.4% | 0 | Held |
| 6 | Amer Sports Inc | 457.1K | $15.05M | 7.6% | +130.2K | Added |
| 7 | Netease Inc | 48.8K | $5.46M | 2.8% | +21.6K | Added |
| 8 | Beone Medicines Ltd | 3.5K | $1.03M | 0.5% | 0 | Held |