2026 Q1 Portfolio Activity
In 2026 Q1, All-Stars Investment Ltd maintained a portfolio of 5 distinct positions. The most significant new addition was ALPHABET INC, now representing 1.25% of the total fund value. Conversely, All-Stars Investment Ltd completely exited their position in PDD HOLDINGS INC.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
YMM (89.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
All-Stars Investment Ltd Full Holdings List — 2026 Q1
| 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 | 88.99% | 88.62% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
22,095,164 | $183,389,861 |
$7.98
+17.0%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 6.36% | 6.33% |
#2
Prev: #2
|
5.0 |
—
|
no change | no change |
P
S
|
341,000 | $13,101,220 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 3.40% | 3.71% |
#3
Prev: #3
|
3.4 |
—
|
no change | no change |
P
S
|
443,000 | $7,012,690 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.25% | — |
#4
Prev: #—
|
4.5 |
—
|
9,000 | — |
NEW
|
9,000 | $2,581,740 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 0.00% | 1.34% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-31,650 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-5 of 5 holdings