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HSG Holding Ltd

Q2 2025 · Filed 2025-08-14
Market Value
$1.8B
+7.3%
Holdings
16
+2
New Purchases
3
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
99.2%
Turnover
18.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PONY 4.33% 0.00% +4.33% $78M
FUTU 7.24% 5.55% +1.69% $131M
THCH 0.48% 0.00% +0.48% $9M
NOAH 1.90% 1.57% +0.33% $34M
BZ 1.88% 1.65% +0.23% $34M
LOT 0.59% 0.38% +0.21% $11M
LYEL 0.07% 0.00% +0.07% $1M
ADAG 0.15% 0.12% +0.02% $3M
BTDR 0.19% 0.17% +0.02% $3M
VACC 0.07% 0.07% +0.00% $1M
SLAI 0.04% 0.04% +0.00% $718K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BEKE 1.91% 6.39% -4.49% $34M
PDD 78.81% 81.13% -2.32% $1.4B
DDL 1.25% 1.73% -0.48% $23M
GPCR 0.31% 0.37% -0.06% $6M
AVBP 0.80% 0.83% -0.03% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $1.6B 88.0%
Mid Cap 4 $121M 6.7%
Small Cap 5 $83M 4.6%
Micro Cap 4 $13M 0.7%

Portfolio Analytics

Avg Market Cap
$11.5B
Median Market Cap
$1.1B
Avg P/E
13.2
Median P/E
9.5
Avg Dividend Yield
0.01%
Avg Beta
0.91
# Stocks
16
# ETFs / Funds
0

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PDD 78.81% 13,595,995 $1.4B $104.66 $58M
2 FUTU 7.24% 1,057,644 $131M $123.59 $37M
3 PONY 4.33% 5,922,997 $78M $13.20 +5,922,997 NEW
4 BEKE 1.91% 1,939,017 $34M $17.74 -$73M
5 NOAH 1.90% 2,876,720 $34M $11.94 $8M -112,110 -3.8%
6 BZ 1.88% 1,900,000 $34M $17.84 $6M
7 DDL 1.25% 11,141,166 $23M $2.02 -$7M
8 AVBP 0.80% 663,308 $14M $21.77 $458K
9 LOT 0.59% 4,834,099 $11M $2.20 $4M
10 THCH 0.48% 2,900,606 $9M $2.97 +2,900,606 NEW
11 GPCR 0.31% 266,062 $6M $20.74 -$686K
12 BTDR 0.19% 293,732 $3M $11.48 $482K
13 ADAG 0.15% 1,343,364 $3M $1.95 $591K
14 LYEL 0.07% 152,299 $1M $8.84 +152,299 NEW
15 VACC 0.07% 1,420,473 $1M $0.93 $156K
16 SLAI 0.04% 350,427 $718K $2.05 $91K

New Positions

SymbolValue% Port
PONY $78M 4.33%
THCH $9M 0.48%
LYEL $1M 0.07%
View SEC EDGAR Filings for HSG Holding Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms