account_balance
Investment manager · 13F filer · SEC CIK 1809525
IvyRock Asset Management (HK) Ltd
Reported value$190Mas of Sep 30, 2026
Positions20 3 new, 8 sold out
Top 10 weight98.1%PDD alone is 48%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PDDPDD Holdings Inc.
47.8%
IBITiShares Bitcoin Trust ETF
15.5%Added +151%
BABAAlibaba Group Holding Ltd
13.5%Trimmed −4%
LEGNLegend Biotech Corp
8.1%Trimmed −4%
CRCLCircle Internet Group, Inc.
7.4%Trimmed −40%
BEKEKE Holdings Inc.
3.2%
HUYA1.2%GLDMDBPDDPDD Holdings Inc.
47.8%
IBITiShares Bitcoin Trust ETF
15.5%Added +151%
BABAAlibaba Group Holding Ltd
13.5%Trimmed −4%
LEGNLegend Biotech Corp
8.1%−4%
CRCL7.4%BEKE3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PDD PDD Holdings Inc. 47.8% HeldIBIT iShares Bitcoin Trust ETF 15.5% Added +151%BABA Alibaba Group Holding Ltd 13.5% Trimmed −4%LEGN Legend Biotech Corp 8.1% Trimmed −4%CRCL Circle Internet Group, Inc. 7.4% Trimmed −40%BEKE KE Holdings Inc. 3.2% HeldHUYA HUYA Inc. 1.2% Trimmed −4%GLD SPDR Gold Trust 0.6% Added +4%MDB MongoDB, Inc. 0.5% Added +123%MSFT Microsoft Corp 0.4% Added +45%RBRK Rubrik, Inc. 0.3% NewMPWR Monolithic Power Systems, Inc. 0.3% New
What changed
Biggest moves since Jun 30, 2026
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