UG Investment Advisers Ltd.

Est. AUM

$148.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICRON TECHNOLOGY INC	COM	$30.9M	91478	20.86%	SOLE
2	JD.COM INC	NOTE 0.250% 6/0	$20.8M	21000000	14.07%	SOLE
3	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$18.7M	148819	12.60%	SOLE
4	QUALCOMM INC	COM	$18.1M	140886	12.25%	SOLE
5	ALIBABA GROUP HLDG LTD	NOTE 0.500% 6/0	$16.9M	12440000	11.41%	SOLE
6	NVIDIA CORPORATION	COM	$9.5M	54483	6.41%	SOLE
7	LUMENTUM HLDGS INC	COM	$7.5M	10700	5.08%	SOLE
8	COHERENT CORP	COM	$6.3M	26400	4.24%	SOLE
9	ROGERS CORP	COM	$5.7M	53563	3.88%	SOLE
10	BROADCOM INC	COM	$4.0M	13061	2.73%	SOLE
11	KANZHUN LIMITED	SPONSORED ADS	$4.0M	296444	2.68%	SOLE
12	PROSHARES TR II	VIX SHT TERM FUT	$3.0M	88730	2.06%	SOLE
13	AMKOR TECHNOLOGY INC	COM	$1.8M	39326	1.20%	SOLE
14	SUPER MICRO COMPUTER INC	NOTE 3.500% 3/0	$795K	1000000	0.54%	SOLE
15	KE HLDGS INC	SPONSORED ADS	$1K	54	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.