UG Investment Advisers Ltd.
UG Investment Advisers Ltd., managed by Aaron Huang, reported 10 positions worth $103.13M in its 2026 Q2 13F filing: 3 new and 8 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +110.1% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +5.1% | +11.4% |
| 2025 Q3 | +35.1% | +7.6% |
| 2025 Q4 | +1.8% | +3.1% |
| 2026 Q1 | -8.0% | -5.8% |
| 2026 Q2 | +57.9% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| ORCL | ORACLE CORP | $27.38M | 26.60% | NEW |
| BABA | ALIBABA GROUP HLDG LTD | $20.43M | 19.80% | +43% |
| NVDA | NVIDIA CORPORATION | $15.09M | 14.60% | +38.4% |
| SPCX | SPACE EXPLORATION TECHN CORP | $12.94M | 12.50% | NEW |
| JD | JD.COM INC | $8.85M | 8.60% | -57.1% |
| ROG | ROGERS CORP | $8.77M | 8.50% | NO CHANGE |
| VIXY | PROSHARES TR II | $4.16M | 4.00% | +120.1% |
| BZ | KANZHUN LIMITED | $3.82M | 3.70% | NO CHANGE |
| SMCI | SUPER MICRO COMPUTER INC | $926.26K | 0.90% | NO CHANGE |
| PDD | PDD HOLDINGS INC | $760.74K | 0.74% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.