Ug Investment Advisers Ltd. Portfolio Holdings

Ug Investment Advisers Ltd.

  • $467 Million
  • Q2 2025

Ug Investment Advisers Ltd. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $467 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $200M, Micron Technology Inc with a value of $102M, Qualcomm Inc with a value of $92.3M, Amkor Technology, Inc. with a value of $23.3M, and Ke Holdings Inc. with a value of $22.9M.

Examining the 13F form we can see an increase of $103M in the current position value, from $364M to 467M.

Ug Investment Advisers Ltd. is based out at Taipei, F5

Below you can find more details about Ug Investment Advisers Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $467 Million
Technology: $231 Million
Consumer Cyclical: $200 Million
Real Estate: $22.9 Million
ETFs: $12.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$320B
$200 Million 42.85% of portfolio
1,764,091
Q2 2025 Added 122.95%
$119B
$102 Million 21.8% of portfolio
825,664
Q2 2025 Added 5.53%
$177B
$92.3 Million 19.76% of portfolio
579,387
Q2 2025 Reduced 6.77%
$5.27B
$23.3 Million 4.99% of portfolio
1,109,481
Q2 2025 Reduced 4.84%
$24.1B
$22.9 Million 4.9% of portfolio
1,288,991
Q1 2025 Added 18.12%
$416B
$8.34 Million 1.79% of portfolio
52,790
Q2 2025 Added 134.94%
$26.3B
$3.36 Million 0.72% of portfolio
164,163
Q3 2024 Reduced 88.35%
$113B
$2.33 Million 0.5% of portfolio
8,453
Q2 2025 Reduced 30.96%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $467 Million
  • Prior Value $364 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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