Ug Investment Advisers Ltd Q2 2026: Significant Tech Buys and Consumer Cyclical Increases Observed

Ug Investment Advisers Ltd has reported its investment activities for the quarter ending June 30, 2026 (View Full Filing). The firm's portfolio saw significant shifts during this period, with notable increases in holdings across several prominent stocks and a new position initiated.

The Technology sector remains the dominant part of their allocation. Oracle Corporation (ORCL) maintained its strong position within the portfolio, increasing by 186,831 shares (View ORCL Stock) to represent a substantial 26.55% allocation.

NVIDIA Corporation (NVDA), another Technology heavyweight, also saw significant growth with an increase of 75,411 shares (View NVDA Stock) from the previous quarter. This resulted in a portfolio weighting of 14.63% for this stock.

In contrast to Technology, the Consumer Cyclical sector also experienced notable buying activity during Q2 2026. Alibaba Group Holding Ltd. (BABA) increased by 63,996 shares (View BABA Stock), representing a 43% change from the prior period and now accounts for 19.81% of the portfolio.

Furthermore, Pinduoduo Holdings Inc. (PDD) (View PDD Stock) was added to the portfolio with a full buy-in of 9,973 shares, contributing a new allocation of just under 0.74%.

Ug Investment Advisers Ltd also holds Rogers Corporation (ROG) (View ROG Stock) and KanZhuun Limited (BZ) (View BZ Stock). While KanZhuun was added with a full buy, Rogers Corporation's position remained unchanged during the quarter.