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HSG Holding Ltd

Q4 2025 · Filed 2026-02-13
Market Value
$1.7B
-3.6%
Holdings
17
+1
New Purchases
1
Added To
0
Closed
2
Reduced
1
Top 10 Concentration
99.0%
Turnover
17.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BZ 8.21% 2.35% +5.86% $141M
BEKE 5.29% 2.01% +3.28% $91M
VACC 2.46% 0.11% +2.35% $42M
CRCL 1.32% 0.00% +1.32% $23M
GPCR 1.43% 0.26% +1.17% $24M
DDL 1.67% 1.15% +0.52% $29M
AVBP 0.97% 0.73% +0.24% $17M
LYEL 0.23% 0.00% +0.23% $4M
ADAG 0.16% 0.14% +0.02% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PDD 70.20% 83.43% -13.23% $1.2B
PONY 0.00% 1.17% -1.17% $0
NOAH 0.00% 0.25% -0.25% $0
BTDR 0.24% 0.39% -0.15% $4M
LOT 0.43% 0.51% -0.09% $7M
FUTU 6.99% 7.05% -0.05% $120M
SLAI 0.02% 0.05% -0.03% $343K
THCH 0.38% 0.40% -0.02% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $1.4B 83.8%
Mid Cap 4 $169M 9.9%
Small Cap 5 $57M 3.3%
Micro Cap 4 $52M 3.0%

Portfolio Analytics

Avg Market Cap
$12.6B
Median Market Cap
$1.2B
Avg P/E
13.2
Median P/E
9.5
Avg Dividend Yield
0.01%
Avg Beta
0.78
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PDD 70.20% 11,348,426 $1.2B $106.07 -$280M
2 BZ 8.21% 1,900,000 $141M $74.05 $99M
3 FUTU 6.99% 740,352 $120M $162.00 -$5M
4 BEKE 5.29% 1,939,017 $91M $46.74 $55M
5 VACC 2.46% 1,420,473 $42M $29.72 $40M
6 DDL 1.67% 10,091,839 $29M $2.84 $8M -1,049,327 -9.4%
7 GPCR 1.43% 266,062 $24M $91.87 $20M
8 CRCL 1.32% 312,200 $23M $72.70 +312,200 NEW
9 AVBP 0.97% 663,308 $17M $25.20 $4M
10 LOT 0.43% 4,834,099 $7M $1.51 -$2M
11 THCH 0.38% 2,900,606 $6M $2.22 -$609K
12 BTDR 0.24% 293,732 $4M $14.04 -$3M
13 LYEL 0.23% 152,299 $4M $25.84 $4M
14 ADAG 0.16% 1,343,364 $3M $2.03 $188K
15 SLAI 0.02% 350,427 $343K $0.98 -$512K
16 PONY —% -$21M -1,076,905 -100.0% SOLD
17 NOAH —% -$4M -396,815 -100.0% SOLD

New Positions

SymbolValue% Port
CRCL $23M 1.32%

Sold Out Positions

SymbolValue% Port
NOAH —%
PONY —%
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