True Light Capital Pte. Ltd.

CIK 0002107386 · SINGAPORE, null · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗

True Light Capital Pte. Ltd. reported 8 positions worth $151.7M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: PDD (29.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$151.7M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	PDD	PDD HOLDINGS INC	SH	$44.9M	29.61%	589,064	—	—
▸ 2	HTHT	H WORLD GROUP LTD	SH	$28.0M	18.47%	671,736	—	—
▸ 3	BABA	ALIBABA GROUP HOLDING	SH	$25.7M	16.91%	267,275	—	—
▸ 4	YUMC	YUM CHINA HOLDINGS INC	SH	$15.5M	10.23%	379,886	—	—
▸ 5	AS	AMER SPORTS INC	SH	$15.5M	10.20%	457,150	—	—
▸ 6	TCOM	TRIP COM GROUP LTD	SH	$14.9M	9.81%	373,751	—	—
▸ 7	NTES	NETEASE INC	SH	$6.2M	4.12%	48,754	—	—
▸ 8	ONC	BEONE MEDICINES LTD	SH	$991.7K	0.65%	3,480	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does True Light Capital Pte. Ltd. hold as of Q2 2026?

True Light Capital Pte. Ltd. reported 8 positions worth $151.7M in its Q2 2026 13F filing. Largest positions: PDD (29.6%), HTHT (18.5%), BABA (16.9%), YUMC (10.2%) and AS (10.2%).

What did True Light Capital Pte. Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did True Light Capital Pte. Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.