True Light Capital Pte. Ltd. Portfolio Stock Holdings
True Light Capital Pte. Ltd. disclosed 8 stock positions valued at approximately $197.9 million in its latest SEC 13F filing. The largest holdings include PDD HOLDINGS INC, H WORLD GROUP LTD, and ALIBABA GROUP HOLDING. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $197.9M
Holdings by Sector
True Light Capital Pte. Ltd. Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 32.34% | 626,300 | +24,038 | +3.99% | $63,995,334 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 17.14% | 674,189 | -125,000 | -15.64% | $33,904,965 |
| ALIBABA GROUP HOLDING | BABA | Consumer Cyclical | 16.95% | 267,275 | - | - | $33,532,322 |
| YUM CHINA HOLDINGS INC | YUMC | Consumer Cyclical | 13.28% | 538,572 | -145,309 | -21.25% | $26,271,542 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 9.41% | 373,751 | - | - | $18,609,062 |
| AMER SPORTS INC | AS | Other | 7.61% | 457,150 | +130,150 | +39.80% | $15,049,378 |
| NETEASE INC | NTES | Communication Services | 2.76% | 48,754 | +21,552 | +79.23% | $5,457,523 |
| BEONE MEDICINES LTD | BGNE | Healthcare | 0.52% | 3,480 | - | - | $1,033,456 |