True Light Capital Pte. Ltd.
CIK: 0002107386SEC EDGAR →
Portfolio Value
$221.6M
Holdings
8
As of
Q4 2025
New Positions
8
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | 602,262 | $68.3M | 30.82% |
| 2 | ALIBABA GROUP HOLDING | 267,275 | $39.2M | 17.68% |
| 3 | H WORLD GROUP LTD | 799,189 | $37.6M | 16.97% |
| 4 | YUM CHINA HOLDINGS INC | 683,881 | $32.6M | 14.73% |
| 5 | TRIP COM GROUP LTD | 373,751 | $26.9M | 12.13% |
| 6 | AMER SPORTS INC | 327,000 | $12.2M | 5.51% |
| 7 | NETEASE INC | 27,202 | $3.7M | 1.69% |
| 8 | BEONE MEDICINES LTD | 3,480 | $1.1M | 0.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 5 | $189.9M | 85.7% |
| Unknown | 1 | $26.9M | 12.1% |
| Technology | 1 | $3.7M | 1.7% |
| Healthcare | 1 | $1.1M | 0.5% |