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TB Alternative Assets LTD.

CIK:0001483503
Investment Adviser
$541M AUM
48 holdings
Grand Cayman, E9, Cayman Islands
Founded:2010
14 employees
Latest filing:Sep 30, 2025

TB Alternative Assets Ltd. is an investment adviser registered with the U.S. SEC, headquartered in Grand Cayman, Cayman Islands. It manages assets primarily for institutional investors and private equity structures, including Trustbridge Partners V LP. The firm serves global investors and has a staff of approximately 14 employees, specializing in investment management advisory services.

Investment Strategy

TB Alternative Assets Ltd. primarily manages equity portfolios for institutional clients, including private funds and pooled investment vehicles. The firm acts as an investment adviser with a focus on diversified public equity holdings, targeting both growth and value opportunities, and emphasizing risk management, sector allocation, and periodic rebalancing. Recent filings highlight positions in major U.S. and international equities, with top holdings representing a significant portion of the portfolio.

Top Buys
M
MSTRSTRATEGY INC CL A NEW
+$40.6M
M
METAMETA PLATFORMS INC CL A
+$37.0M
H
HOODROBINHOOD MKTS INC COM CL A
+$34.6M
T
TSLATESLA INC
+$32.6M
R
RKLBROCKET LAB CORP
+$24.9M
Top Sells
C
CEGCONSTELLATION ENERGY CORP
-$30.0M
A
ASMLASML HOLDING N V N Y REGISTRY SHS
-$29.0M
Z
ZZILLOW GROUP INC CL C CAP STK
-$18.8M
M
MRNAMODERNA INC
-$17.8M
A
AMZNAMAZON COM INC
-$14.2M

Top Holdings

M
METAMETA PLATFORMS INC CL A
+11.5%$77.0M
G
GOOGALPHABET INC CAP STK CL C
+8.8%$58.6M
I
INTCINTEL CORP
+7.7%$51.3M
P
PDDPDD HOLDINGS INC SPONSORED ADS
+6.8%$45.7M
M
MSTRSTRATEGY INC CL A NEW
+6.1%$40.6M

Equity Positions (44)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
META
META PLATFORMS INC CL A11.52%$77.0M104,806$652.81$734.38+$37.0M
G
GOOG
ALPHABET INC CAP STK CL C8.76%$58.6M240,431$160.46$243.55+$5.0M
I
INTC
INTEL CORP7.67%$51.3M1,527,898$22.40$33.55+$6.3M
P
PDD
PDD HOLDINGS INC SPONSORED ADS6.84%$45.7M345,888$116.22$132.17+$23.4M
M
MSTR
STRATEGY INC CL A NEW6.07%$40.6M126,000$322.21$322.21+$40.6M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+30.3%
SERVICES-BUSINESS SERVICES, NEC
+12.9%
SERVICES-PREPACKAGED SOFTWARE
+10.2%
SEMICONDUCTORS & RELATED DEVICES
+7.7%
FINANCE SERVICES
+5.8%