Whitefort Capital Management, LP JOYY — JOYY INC

Ownership history in Whitefort Capital Management, LP  ·  8 quarters on record

AI Ownership Summary

Whitefort Capital Management, LP reported JOYY INC (JOYY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 15.0% in 2025 Q1. The latest visible filing shows JOYY at 9.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JOYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitefort Capital Management, LP's position in JOYY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JOYY was reported at 9.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JOYY stock page Whitefort Capital Management, LP fund profile Whitefort Capital Management, LP full holdings
How Whitefort Capital Management, LP held JOYY — position size vs. price
% of Fund (quarterly)    JOYY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 524,944 +120,000 +29.6% 9.04% $30.7M 2026-05-15 $56.33
2025 Q4 UNCHANGED — — — 404,944 — 0% 6.70% $26.2M 2026-02-17 $59.66
2025 Q3 REDUCED 55.7% +11.8% ❌ 404,944 -509,999 -55.7% 7.01% $23.7M 2025-11-14 $56.49
2025 Q2 ADDED — — — 914,943 +155,500 +20.5% 13.67% $46.6M 2025-08-14 $47.75
2025 Q1 ADDED — — — 759,443 +339,016 +80.6% 15.00% $31.88B 2025-05-15 $39.65
2024 Q4 REDUCED 25.7% +0.3% ❌ 420,427 -145,451 -25.7% 8.42% $17.6M 2025-02-14 $42.84
2024 Q3 ADDED — — — 565,878 +354,932 +168.3% 9.34% $20.51B 2024-11-14 $33.07
2024 Q2 INITIATED — — — 210,946 — — 3.91% $6.35B 2024-08-14 $31.53

🏢 Other funds also holding JOYY

As of 2026 Q1 — sorted by position size

MY.Alpha Management HK Advisors Ltd 3Y 14.19% BRIGHT VALLEY CAPITAL Ltd 11.79% OPTIMAS CAPITAL Ltd 3Y 3.95% Krane Funds Advisors LLC 3Y 7Y 2.85% E20 Capital Ltd 2.64% Yiheng Capital Management, L.P. 3Y 7Y 2.17% Broad Peak Investment Advisers Pte Ltd 2.06% Ariose Capital Management Ltd 3Y 7Y 1.67% Sunstone Asset Management, L.P. 1.28% Athos Capital Ltd 3Y 7Y 1.22%

FAQ About Whitefort Capital Management, LP and JOYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitefort Capital Management, LP reported owning JOYY?

Whitefort Capital Management, LP reported JOYY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JOYY position in Whitefort Capital Management, LP's portfolio?

The largest reported portfolio weight for JOYY was 15.00% in 2025 Q1.

What is the latest reported JOYY position on this page?

The most recent filing on this page is 2026 Q1, when Whitefort Capital Management, LP reported 524,944 shares, equal to 9.04% of portfolio, with an estimated market value of $30.7M.

What does the chart on this JOYY ownership page compare?

The chart compares Whitefort Capital Management, LP's quarterly JOYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Whitefort Capital Management, LP time their JOYY position?

Based on 13F filing dates vs. subsequent JOYY price moves, Whitefort Capital Management, LP correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on JOYY relative to SPY over the holding period was +15.5%.

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