MY.Alpha Management HK Advisors Ltd

HONG KONG, K3 · CIK 1910173 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2022 · corporation

As an employer

$259.6m reported value +5.6% vs Q1 2026

9positions

100.0%in top 10

3 new 2 added 3 reduced 5 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES INC MSCI STH KOR ETF EWY	EWY	245,400	$49.5m19.08%	19.08%	New
2	FUTU HLDGS LTD SPON ADS CL A FUTU	FUTU	433,093	$40.6m15.64%	15.64%	Added +91.0k	+91,024 26.6%
3	JOYY INC ADS REPSTG COM A JOYY	JOYY	597,162	$39.4m15.18%	15.18%	Unchanged
4	ACM RESH INC COM CL A ACMR	ACMR	249,500	$31.7m12.19%	12.19%	New
5	GDS HLDGS LTD SPONSORED ADS GDS	GDS	845,582	$25.4m9.78%	9.78%	Reduced -7.6k	-7,600 -0.9%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	47,160	$22.5m8.68%	8.68%	Reduced -38.0k	-38,000 -44.6%
7	NETEASE INC SPONSORED ADS NTES	NTES	157,471	$20.2m7.77%	7.77%	Reduced -30.5k	-30,500 -16.2%
8	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	184,520	$17.7m6.82%	6.82%	Added +126.4k	+126,400 217.5%
9	SEA LTD SPONSORD ADS SE	SE	131,500	$12.6m4.85%	4.85%	New

Security	Ticker	Shares held before	Value then
PAYPAY CORP PAYP	PAYP	1,521,400	$32.5m1.5m shares
MICRON TECHNOLOGY INC MU	MU	48,945	$16.5m48.9k shares
BILIBILI INC BILI	BILI	422,312	$9.5m422.3k shares
PETROLEO BRASILEIRO SA PETRO PBR	PBR	434,800	$9.0m434.8k shares
SANDISK CORP SNDK	SNDK	61,700	$5.1m61.7k shares