Institutional
All-Stars Investment Ltd
CIK 0001633603
$206.1M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-07
Filed
The Brief · All-Stars Investment Ltd · Q1 2026
AI · grounded in 13F
All-Stars Investment Ltd closed its entire position in PDD Holdings Inc PDD, reducing its exposure by $3.59M. The fund established a new position in Alphabet Inc GOOG valued at $2.58M. These moves occurred within a portfolio consisting of four total positions and $206.09M in total assets under management.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | $8.59 | -3.16% | -28.45% | -5.74% | $183.4M | 88.99% | — | HELD |
| 2 | IBIT | ISHARES BITCOIN TR | $34.14 | -5.22% | -42.39% | -3.61% | $13.1M | 6.36% | — | HELD |
| 3 | ETHA | ISHARES ETHEREUM TR | $11.87 | -11.35% | -36.90% | -37.56% | $7.0M | 3.40% | — | HELD |
| 4 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $2.6M | 1.25% | +9,000 | NEW |
| 5 | PDD | PDD HOLDINGS INC | $85.07 | -0.94% | -15.44% | -7.14% | — | — | −31,650 | EXITED |
Source: SEC EDGAR · accession 0001633603-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.