True Light Capital Pte. Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, True Light Capital Pte. Ltd. disclosed 8 stock positions valued at approximately $151.74M as of quarter-end June 30, 2026. The largest holdings include PDD HOLDINGS INC, H WORLD GROUP LTD, and ALIBABA GROUP HOLDING.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $151.74M
Holdings by Sector
True Light Capital Pte. Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 29.61% | 589,064 | -37,236 | -5.95% | $44,933,802 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 18.47% | 671,736 | -2,453 | -0.36% | $28,024,826 |
| ALIBABA GROUP HOLDING | BABA | Consumer Cyclical | 16.91% | 267,275 | - | - | $25,653,055 |
| YUM CHINA HOLDINGS INC | YUMC | Consumer Cyclical | 10.23% | 379,886 | -158,686 | -29.46% | $15,525,941 |
| AMER SPORTS INC | AS | Consumer Cyclical | 10.20% | 457,150 | - | - | $15,469,956 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 9.81% | 373,751 | - | - | $14,890,240 |
| NETEASE INC | NTES | Communication Services | 4.12% | 48,754 | - | - | $6,247,338 |
| BEONE MEDICINES LTD | BGNE | Healthcare | 0.65% | 3,480 | - | - | $991,696 |
Showing 8 of 8 holdings in the latest reporting period.