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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 Chg Shares Chg % Period Price ① Since Period ①
1 PAYP PAYPAY CORP Technology 1,521,400.0 $32.5M 13.21% NEW $21.34 -8.2%
2 MU MICRON TECHNOLOGY INC Technology 48,945.0 $16.5M 6.73% NEW $337.84 +165.4%
3 PBR PETROLEO BRASILEIRO S A Energy 434,800.0 $9.0M 3.67% NEW $20.75 -6.1%
4 BABA ALIBABA GROUP HOLDING Consumer Cyclical 58,120.0 $7.3M 2.97% NEW $125.46 +3.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 59.3%
Financial Services 19.4%
Communication Services 14.5%
Energy 3.7%
Consumer Cyclical 3.0%