All-stars Investment LTD
All-Stars Investment Ltd is an institutional investment management firm headquartered in Hong Kong. The firm primarily manages assets for pooled vehicles and institutional clientele, with exposure mainly to global equities and alternative assets. The company is located at Suite 2103, Two Exchange Square, 8 Connaught Place, Central, Hong Kong. It is regulated and files regularly with the SEC, and is recognized for active trading and substantial allocations in Asian emerging markets and technology sectors. Specific employee count is not disclosed, but the firm is likely to be mid-sized, serving institutional clients and high net worth investors.
Investment Strategy
All-Stars Investment Ltd pursues a global equities strategy with particular focus on technology, digital infrastructure, and high-growth companies, predominantly in Asia and emerging markets. The firm leverages fundamental analysis, sector expertise, and active portfolio management to identify undervalued opportunities and participate in market trends, holding concentrated positions such as Full Truck Alliance (YMM), iShares Bitcoin Trust, and PDD Holdings. The investment approach is dynamic and seeks attractive risk-adjusted returns by allocating capital to both listed and private market investments.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Y YMM | FULL TRUCK ALLIANCE CO LTD | 87.58% | $260.9M | 22,095,164 | $8.37 | $11.81 | -$28.8M |
I IBIT | ISHARES BITCOIN TR | 10.29% | $30.7M | 501,000 | $41.24 | $61.21 | +$7.2M |
P PDD | PDD HOLDINGS INC | 2.13% | $6.3M | 60,500 | $100.48 | $104.66 | -$4.9M |