All-Stars Investment
HONG KONG, K3files as All-Stars Investment Ltd
$199m in 11 US stocks at the end of 30 June 2026. The top 10 are 99.7% of the money. It changed about 3.3% of the portfolio this quarter.
Value
$199m
Stocks
11
Top 10 share
99.7%
Turnover
3.3%
What changed this quarter
New
Bought for the first time this quarter.
- BroadcomAVGO0.4% of the fund
- Amazon.comAMZN0.4% of the fund
- NvidiaNVDA0.4% of the fund
- Taiwan Semiconductor ManufacturingTSM0.4% of the fund
- Alibaba Group HldgBABA0.3% of the fund
- AlphabetGOOGL0.3% of the fund
- MicrosoftMSFT0.3% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Ishares Bitcoin Trust ETFIBIT4.6% of the fund-20%
- Ishares Ethereum TRETHA1.9% of the fund-28%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Full Truck AllianceYMM
- Share
- 89.5%
- Value
- $178m
- Shares
- 21,947,164
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 4.6%
- Value
- $9m
- Shares
- 272,800
-20%
- Ishares Ethereum TRETHA
- Share
- 1.9%
- Value
- $4m
- Shares
- 319,100
-28%
- Alibaba Group HldgBABA
- Share
- 0.3%
- Value
- $643,066
- Shares
- 6,700
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Full Truck AllianceYMM | 89.5% | $178m | 21,947,164 | Held |
| Ishares Bitcoin Trust ETFIBIT | 4.6% | $9m | 272,800 | -20% |
| Ishares Ethereum TRETHA | 1.9% | $4m | 319,100 | -28% |
| AlphabetGOOG | 1.6% | $3m | 9,000 | Held |
| BroadcomAVGO | 0.4% | $812,162 | 2,150 | New |
| Amazon.comAMZN | 0.4% | $810,356 | 3,400 | New |
| NvidiaNVDA | 0.4% | $800,360 | 4,000 | New |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $764,112 | 1,600 | New |
| Alibaba Group HldgBABA | 0.3% | $643,066 | 6,700 | New |
| AlphabetGOOGL | 0.3% | $571,792 | 1,600 | New |
| MicrosoftMSFT | 0.3% | $559,530 | 1,500 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 33.1% since 30 June 2025.
Where the money is
Media & telecom1.9%
Technology1.5%
Retail & consumer0.4%
Other96.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.