True Light Capital Pte. Ltd.

SINGAPORE, U0 · CIK 2107386 · 13F filing filed 2026-05-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTrue Light Capital Pte. Ltd. (SG)

$197.9m reported value -10.7% vs Q4 2025

8positions

100.0%in top 10

0 new 3 added 2 reduced 0 sold out vs Q4 2025

Holdings, 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	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	626,300	$64.0m32.34%	32.34%	Added +24.0k	+24,038 4.0%
2	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	674,189	$33.9m17.14%	17.14%	Reduced -125.0k	-125,000 -15.6%
3	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	267,275	$33.5m16.95%	16.95%	Unchanged
4	YUM CHINA HLDGS INC COM YUMC	YUMC	538,572	$26.3m13.28%	13.28%	Reduced -145.3k	-145,309 -21.2%
5	TRIP COM GROUP LTD ADS TCOM	TCOM	373,751	$18.6m9.41%	9.41%	Unchanged
6	AMER SPORTS INC COM SHS AS	AS	457,150	$15.0m7.61%	7.61%	Added +130.2k	+130,150 39.8%
7	NETEASE INC SPONSORED ADS NTES	NTES	48,754	$5.5m2.76%	2.76%	Added +21.6k	+21,552 79.2%
8	BEIGENE LTD SPONSORED ADR ONC	ONC	3,480	$1.0m0.52%	0.52%	Unchanged