The Analysis of True Light Capital Pte. Ltd.'s Holdings & P&L

Currently, True Light Capital Pte. Ltd. holds 8 types of securities in its portfolio with a total value $197.9M. In the most recent quarter, they have increased their positions in AS (+130.2K shares, valued at $4.3M), PDD (+24.0K shares, valued at $2.5M), NTES (+21.6K shares, valued at $2.4M); decreased their positions in YUMC (-145.3K shares, valued at $7.1M), HTHT (-125.0K shares, valued at $6.3M).

1M P&L

+13.0M+8.24%

3M P&L

-30.4M-15.07%

HY P&L

-50.4M-22.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail97.5M

49.3%

2Lodging33.9M

17.1%

3Restaurants26.3M

13.3%

Top Industries by Stock Count

1Internet Retail2 stocks

25.0%

2Restaurants1 stocks

12.5%

3Biotechnology1 stocks

12.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PDD PDD HOLDINGS INC626.3K shares3.99%2026-03-312026-05-05

HTHT H WORLD GROUP LTD674.2K shares-15.64%2026-03-312026-05-05

BABA ALIBABA GROUP HOLDING267.3K shares0.00%2026-03-312026-05-05

YUMC YUM CHINA HOLDINGS INC538.6K shares-21.25%2026-03-312026-05-05

TCOM TRIP COM GROUP LTD373.8K shares0.00%2026-03-312026-05-05

AS AMER SPORTS INC457.1K shares39.80%2026-03-312026-05-05

NTES NETEASE INC48.8K shares79.23%2026-03-312026-05-05

ONC BEONE MEDICINES LTD3.5K shares0.00%2026-03-312026-05-05