Investor
True Light Capital Pte. Ltd.
CIK 0002107386 · filed 2026-05-05 · SEC filing
13F book
$197.9M
Positions
8
Largest name
32.3%
PDD Holdings Inc. · PDD
Est. mark
−$20.1M
Price effect on 8 names still held. Flow −$3.67M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| PDD Holdings Inc. | PDD | 626.3K | $64M | 32.3% | −$6.75M | Added−$4.3M |
| H World Group Ltd | — | 674.2K | $33.9M | 17.1% | $2.18M | Cut−$3.7M |
| Alibaba Group Hldg Ltd | — | 267.3K | $33.5M | 16.9% | −$5.64M | Held |
| Yum China Hldgs Inc | — | 538.6K | $26.3M | 13.3% | $560.1K | Cut−$6.38M |
| Trip Com Group Ltd | — | 373.8K | $18.6M | 9.4% | −$8.27M | Held |
| Amer Sports, Inc. | AS | 457.1K | $15M | 7.6% | −$1.45M | Added$2.84M |
| Netease Inc | — | 48.8K | $5.46M | 2.8% | −$698.5K | Added$1.71M |
| Beone Medicines Ltd | — | 3.48K | $1.03M | 0.5% | −$23.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.