2026 Q2 Portfolio Activity
In 2026 Q2, All-Stars Investment Ltd maintained a portfolio of 11 distinct positions. The most significant new addition was BROADCOM INC, now representing 0.41% of the total fund value. The fund also reduced its exposure to ISHARES BITCOIN TR by 20.0%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
YMM (89.5%)
Top 10 Concentration
99.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
All-Stars Investment Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
YMM
FULL TRUCK ALLI...
|
Technology | 89.45% | 88.99% |
#1
Prev: #1
|
6.5 |
—
|
-148,000 | -0.7% |
P
S
|
21,947,164 | $178,210,972 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IBIT
ISHARES BITCOIN...
|
ETF | 4.56% | 6.36% |
#2
Prev: #2
|
3.3 |
—
|
-68,200 | -20.0% |
P
S
|
272,800 | $9,081,512 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 1.90% | 3.40% |
#3
Prev: #3
|
1.8 |
—
|
-123,900 | -28.0% |
P
S
|
319,100 | $3,794,099 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.60% | 1.25% |
#4
Prev: #4
|
2.1 |
—
|
no change | no change |
P
S
|
9,000 | $3,179,970 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.41% | — |
#5
Prev: #—
|
4.2 |
—
|
2,150 | — |
NEW
|
2,150 | $812,162 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.41% | — |
#6
Prev: #—
|
3.7 |
—
|
3,400 | — |
NEW
|
3,400 | $810,356 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.40% | — |
#7
Prev: #—
|
3.7 |
—
|
4,000 | — |
NEW
|
4,000 | $800,360 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.38% | — |
#8
Prev: #—
|
3.7 |
—
|
1,600 | — |
NEW
|
1,600 | $764,112 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.32% | — |
#9
Prev: #—
|
3.6 |
—
|
6,700 | — |
NEW
|
6,700 | $643,066 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.29% | — |
#10
Prev: #—
|
3.6 |
—
|
1,600 | — |
NEW
|
1,600 | $571,792 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.28% | — |
#11
Prev: #—
|
3.6 |
—
|
1,500 | — |
NEW
|
1,500 | $559,530 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-11 of 11 holdings