Arkolith/Funds/All-Stars Investment Ltd

All-Stars Investment Ltd

CIK 1633603
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

All-Stars Investment Ltd holds a concentrated book of 11 stocks worth $199.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Broadcom Inc and trimmed Full Truck Alliance -SPN ADR. Their largest long position is Full Truck Alliance -SPN ADR at 89% of the equity book.

Opened
8
bought for the first time
Added to
0
already held, bought more
no adds
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
98%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
93%
Financials
6%
Consumer Discretionary
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as All-Stars Investment Ltd

Manager / fundShared namesTheir $ in those
BlackRock, Inc.12 / 11$1.1T
JPMORGAN CHASE & CO12 / 11$244.0B
MORGAN STANLEY12 / 11$228.4B
NORTHERN TRUST CORP12 / 11$144.6B
BANK OF AMERICA CORP /DE/12 / 11$130.0B
GOLDMAN SACHS GROUP INC12 / 11$111.0B
ROYAL BANK OF CANADA12 / 11$66.0B
UBS Group AG12 / 11$59.2B

Ranked by how many of All-Stars Investment Ltd's top 11 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

11 positions
#SecurityValueShares% PortLast moveHistory
1Full Truck Alliance Co Ltd
SPONSORED ADS
$178.2M21.95M
89.5%
−0.7%
Reduced · −148K sh
2Ishares Bitcoin TR
SHS
$9.1M272.8K
4.6%
−20%
Reduced · −68K sh
3Ishares Ethereum TR
SHS
$3.8M319.1K
1.9%
−28%
Reduced · −124K sh
4Alphabet Inc
CAP STK CL C
$3.2M9.0K
1.6%
Held
5Broadcom Inc
COM
$812K2.1K
0.4%
New
New position
6Amazon Com Inc
COM
$810K3.4K
0.4%
New
New position
7Nvidia Corporation
COM
$800K4.0K
0.4%
New
New position
8Taiwan Semiconductor Manufac
SPONSORED ADS
$764K1.6K
0.4%
New
New position
9Alibaba Group Hldg Ltd
SPONSORED ADS
$643K6.7K
0.3%
New
New position
10Alphabet Inc
CAP STK CL A
$572K1.6K
0.3%
New
New position
11Microsoft Corp
COM
$560K1.5K
0.3%
New
New position
Showing all 11 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202611$199.2M13F-HR
Q1 2026Mar 31, 2026May 7, 20264$206.1M13F-HR
Q4 2025Dec 31, 2025Jan 21, 20264$267.5M13F-HR
Q3 2025Sep 30, 2025Oct 30, 20254$327.2M13F-HR
Q1 2025Mar 31, 2025Apr 30, 20253$324.3M13F-HR
Q4 2024Dec 31, 2024Jan 17, 20253$273.1M13F-HR
Q3 2024Sep 30, 2024Nov 5, 20243$244.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.