Ug Investment Advisers Ltd. Portfolio Stock Holdings
Ug Investment Advisers Ltd. disclosed 15 stock positions valued at approximately $148.2 million in its latest SEC 13F filing. The largest holdings include MICRON TECHNOLOGY INC, ALIBABA GROUP HLDG LTD, and QUALCOMM INC. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $148.2M
Holdings by Sector
Ug Investment Advisers Ltd. Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | MU | Technology | 20.86% | 91,478 | -223,545 | -70.96% | $30,904,927 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 12.60% | 148,819 | -1,210,544 | -89.05% | $18,670,831 |
| QUALCOMM INC | QCOM | Technology | 12.25% | 140,886 | -298,095 | -67.91% | $18,143,299 |
| NVIDIA CORPORATION | NVDA | Technology | 6.41% | 54,483 | - | - | $9,501,835 |
| LUMENTUM HLDGS INC | LITE | Technology | 5.08% | 10,700 | +10,700 | +100.00% | $7,519,532 |
| COHERENT CORP | COHR | Technology | 4.24% | 26,400 | +26,400 | +100.00% | $6,288,744 |
| ROGERS CORP | ROG | Technology | 3.88% | 53,563 | +53,563 | +100.00% | $5,748,916 |
| BROADCOM INC | AVGO | Technology | 2.73% | 13,061 | -1,204 | -8.44% | $4,042,510 |
| KANZHUN LIMITED | BZ | Communication Services | 2.68% | 296,444 | +296,444 | +100.00% | $3,969,385 |
| AMKOR TECHNOLOGY INC | AMKR | Technology | 1.20% | 39,326 | -31,663 | -44.60% | $1,770,849 |
| KE HLDGS INC | BEKE | Real Estate | 0.00% | 54 | - | - | $808 |