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True Light Capital Pte. Ltd.

SEC CIK
0002107386
Latest filing
Aug 7, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 7, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
8
0 vs. Q1 2026
Portfolio value
$151.7M
−$46.1M (−23.3%) vs. Q1 2026
Filed
Aug 7, 2026
SEC
Holdings of True Light Capital Pte. Ltd. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PDDPDD Holdings Inc.SPONSORED ADS589,064$44.9M29.6%−37,236−5.9%ReducedHistory
HTHTH World Group LtdSPONSORED ADS671,736$28.0M18.5%−2,453−0.4%ReducedHistory
BABAAlibaba Group Holding LtdADR267,275$25.7M16.9%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM379,886$15.5M10.2%−158,686−29.5%ReducedHistory
ASAmer Sports, Inc.COM SHS457,150$15.5M10.2%00.0%UnchangedHistory
TCOMTrip.com Group LtdADS373,751$14.9M9.8%00.0%UnchangedHistory
NTESNetEase, Inc.SPONSORED ADS48,754$6.25M4.1%00.0%UnchangedHistory
ONCBeOne Medicines Ltd.ADR3,480$991.7K0.7%00.0%UnchangedHistory