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Value Star Asset Management (hong Kong) LTD

CIK:0001842246
Hedge Fund
$290M AUM
10 holdings
Hong Kong, Hong Kong
Founded:2007
7 employees
Latest filing:Jun 30, 2025

Value Star Asset Management (Hong Kong) Ltd is a hedge fund manager headquartered in Hong Kong. The firm was founded in 2007 and focuses on Asia with an emphasis on China-related long/short equity strategies. It is led by Dr. Andy Xie and has approximately 7 employees. The firm serves institutional and high-net-worth investors seeking Asia and China exposure.

Investment Strategy

Value Star Asset Management specializes in long/short equity strategies with significant exposure to the Chinese economy, investing in both domestic and overseas listed equities. Their approach emphasizes fundamental research, macroeconomic analysis, and identifying structural opportunities within Greater China and Asia. The firm typically concentrates its portfolio in high-conviction positions and employs both top-down and bottom-up analysis to capture alpha and manage risk.

Latest 13F Filing Activity

Value Star Asset Management (hong Kong) LTD filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions with a total 13F market value of $32M. The fund increased holdings in Meta Platform Inc., Alphabet Inc-cl C, Amazon.com Inc. among other positions. Value Star Asset Management (hong Kong) LTD reduced exposure to TJX Companies Inc. New, Constellation Energy Corp., Visa among others.

Top Buys
M
METAMETA PLATFORM INC
+$3.6M
G
GOOGLALPHABET INC-CL C
+$2.7M
A
AMZNAMAZON.COM INC
+$2.6M
Z
ZSZSCALER ORD
+$1.9M
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
+$1.7M
Top Sells
M
METAMETA PLATFORM INC
+$3.6M
G
GOOGLALPHABET INC-CL C
+$2.7M
A
AMZNAMAZON.COM INC
+$2.6M
Z
ZSZSCALER ORD
+$1.9M
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
+$1.7M

Top Holdings

M
METAMETA PLATFORM INC
+18.2%$5.9M
A
AMZNAMAZON.COM INC
+16.9%$5.5M
H
HCAHCA HEALTHCARE ORD
+14.2%$4.6M
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
+10.5%$3.4M
Z
ZSZSCALER ORD
+9.7%$3.1M

Equity Positions (10)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
META PLATFORM INC18.19%$5.9M8,000$553.50$738.09+$3.6M
AMAZON.COM INC16.89%$5.5M25,000$182.11$219.39+$2.6M
HCA HEALTHCARE ORD14.16%$4.6M12,000$311.28$383.10+$1.1M
TAIWAN SEMICONDUCTOR-SP ADR10.46%$3.4M15,000$176.15$226.49+$1.7M
ZSCALER ORD9.67%$3.1M10,000$224.16$313.94+$1.9M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+33.2%
SEMICONDUCTORS & RELATED DEVICES
+17.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+15.6%
SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
+8.7%
RETAIL-DEPARTMENT STORES
+7.1%