The Analysis of UG Investment Advisers Ltd.'s Holdings & P&L

Currently, UG Investment Advisers Ltd. holds 15 types of securities in its portfolio with a total value $148.2M. In the most recent quarter, they have increased their positions in LITE (+10.7K shares, valued at $7.5M), N/A (+26.4K shares, valued at $6.3M), ROG (+53.6K shares, valued at $5.7M); decreased their positions in BABA (-1.2M shares, valued at $151.9M), MU (-223.5K shares, valued at $75.5M), QCOM (-298.1K shares, valued at $38.4M); initiated new positions in LITE (+10.7K shares, valued at $7.5M), N/A (+26.4K shares, valued at $6.3M), ROG (+53.6K shares, valued at $5.7M).

1M P&L

+40.9M+34.47%

3M P&L

+44.6M+38.77%

HY P&L

+64.0M+66.95%

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

1Semiconductors58.6M

59.0%

2Internet Retail18.7M

18.8%

3Communication Equipment7.5M

7.6%

Top Industries by Stock Count

1Semiconductors3 stocks

30.0%

2Semiconductor Equipment & Materials1 stocks

10.0%

3Internet Retail1 stocks

10.0%

Sponsored

ROG ROGERS CORP53.6K sharesnew addition2026-03-312026-04-23

BROADCOM INC BROADCOM INC13.1K shares-8.44%2026-03-312026-04-23

BZ KANZHUN LIMITED296.4K sharesnew addition2026-03-312026-04-23

VIXY PROSHARES TR II88.7K shares-13.87%2026-03-312026-04-23

AMKR AMKOR TECHNOLOGY INC39.3K shares-44.60%2026-03-312026-04-23

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC1.0M shares0.00%2026-03-312026-04-23

BEKE KE HLDGS INC54 shares0.00%2026-03-312026-04-23

MICRON TECHNOLOGY INC

-70.96%

Shares91.5K

Event2026-03-31

Filed2026-04-23

JD.COM INC

0.00%

Shares21.0M

Event2026-03-31

Filed2026-04-23

BABA

ALIBABA GROUP HLDG LTD

-89.05%

Shares148.8K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

-67.91%

Shares140.9K

Event2026-03-31

Filed2026-04-23

ALIBABA GROUP HLDG LTD

-28.67%

Shares12.4M

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.00%

Shares54.5K

Event2026-03-31

Filed2026-04-23

LITE

LUMENTUM HLDGS INC

New

Shares10.7K

Event2026-03-31

Filed2026-04-23

COHERENT CORP

New

Shares26.4K

Event2026-03-31

Filed2026-04-23

ROG

ROGERS CORP

New

Shares53.6K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-8.44%

Shares13.1K

Event2026-03-31

Filed2026-04-23

KANZHUN LIMITED

New

Shares296.4K

Event2026-03-31

Filed2026-04-23

VIXY

PROSHARES TR II

-13.87%

Shares88.7K

Event2026-03-31

Filed2026-04-23

AMKR

AMKOR TECHNOLOGY INC

-44.60%

Shares39.3K

Event2026-03-31

Filed2026-04-23

SUPER MICRO COMPUTER INC

0.00%

Shares1.0M

Event2026-03-31

Filed2026-04-23

BEKE

KE HLDGS INC

0.00%

Shares54

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

UG Investment Advisers Ltd. Institutional Holdings, Portfolio & P&L — TradeFomo