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AI-Squared Management Ltd

SEC CIK
0001933952
Latest filing
Aug 12, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
20
+14 vs. Q2 2025
Portfolio value
$96.0M
+$73.9M (+333.3%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of AI-Squared Management Ltd in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PDDPDD Holdings Inc.SPONSORED ADS180,508$23.9M24.8%+143,608+389.2%AddedHistory
BIDUBaidu, Inc.ADR87,750$11.6M12.0%+87,750NewHistory
ONTOOnto Innovation Inc.COM60,300$7.79M8.1%+60,300NewHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS161,158$6.06M6.3%+18,764+13.2%AddedHistory
HTZHertz Global Holdings, IncCOM NEW878,900$5.98M6.2%+878,900NewHistory
OLEDUniversal Display CorpCOM38,400$5.52M5.7%+38,400NewHistory
AAOIApplied Optoelectronics, Inc.COM194,500$5.04M5.3%+194,500NewHistory
BABAAlibaba Group Holding LtdADR22,626$4.04M4.2%−29,774−56.8%ReducedHistory
VNETVNET Group, Inc.SPONSORED ADS A377,280$3.90M4.1%+377,280NewHistory
INTCIntel CorpStock113,400$3.80M4.0%+113,400NewHistory
GDSGDS Holdings LtdSPONSORED ADS98,280$3.80M4.0%+87,280+793.5%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS278,700$3.61M3.8%+278,700NewHistory
LITELumentum Holdings Inc.COM12,000$1.95M2.0%+12,000NewHistory
CLSCelestica IncStock7,600$1.87M1.9%+7,600NewHistory
AMKRAmkor Technology, Inc.COM64,800$1.84M1.9%+64,800NewHistory
AMDAdvanced Micro Devices IncStock11,200$1.81M1.9%+11,200NewHistory
JBLJabil IncStock8,100$1.76M1.8%+8,100NewHistory
HTHTH World Group LtdSPONSORED ADS29,600$1.16M1.2%+29,600NewHistory
IQiQIYI, Inc.SPONSORED ADS141,400$362.0K0.4%+141,400NewHistory
FUTUFutu Holdings LtdSPON ADS CL A1,800$313.0K0.3%+1,800NewHistory

Sold out since Q2 2025 (2)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of AI-Squared Management Ltd sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
TSMTaiwan Semiconductor Manufacturing Co LtdADR22,495$5.09M23.0%History
JDJD.com, Inc.SPON ADS CL A70,437$2.30M10.4%History