True Light Capital Pte. Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$197.9M
Q ending 2026-03-31
Prior quarter
$221.6M
Q ending 2025-12-31
Change
-10.7% QoQ
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Pdd Holdings Inc | PDD | Shares | $64.0M | 626K |
| H World Group Ltd | HTHT | Shares | $33.9M | 674K |
| Alibaba Group Holding | BABA | Shares | $33.5M | 267K |
| Yum China Holdings Inc | YUMC | Shares | $26.3M | 539K |
| Trip Com Group Ltd | TCOM | Shares | $18.6M | 374K |
| Amer Sports Inc | Shares | $15.0M | 457K | |
| Netease Inc | NTES | Shares | $5.5M | 49K |
| Beone Medicines Ltd | ONC | Shares | $1.0M | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.