Arkolith/Funds/HSG Holding Ltd

HSG Holding Ltd

CIK 1470766
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

HSG Holding Ltd holds a concentrated book of 20 stocks worth $1.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Pony AI Inc. Their largest long position is PDD Holdings Inc at 70% of the equity book.

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Use Arkolith to show HSG Holding Ltd's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
1
existing
Trimmed
0
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
91%
Top 10 holdings
98%
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

99% mapped to company sectors

Industrials
70%
Financials
11%
Information Technology
8%
Real Estate
7%
Consumer Discretionary
2%
Health Care
1%
ETF / fund or unclassified
1%

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
  • PONY AI INC
    −100%

Holdings: largest first

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

20 positions
#SecurityValueShares% PortLast moveHistory
1PDD Holdings Inc
SPONSORED ADS
$1.1B11.35M
70.4%
Held
2Ke Hldgs Inc
SPONSORED ADS
$107.6M1.94M
6.6%
Held
3Pony AI Inc
SPONSORED ADS
$100.1M7.54M
6.2%
New
New position
4Futu Hldgs Ltd
SPON ADS CL A
$65.4M740.4K
4.0%
Held
5Webull Corp
ORD SHS
$55.2M7.05M
3.4%
Held
6Circle Internet Group Inc
COM CL A
$48.7M669.2K
3.0%
+114%
Added · +357K sh
7Kanzhun Limited
SPONSORED ADS
$27.8M1.90M
1.7%
Held
8Dingdong Cayman Ltd
ADS
$26.3M10.09M
1.6%
Held
9Arrivent Biopharma Inc
COM
$14.0M663.3K
0.9%
Held
1051TALK Online Education Grou
SPONSORED ADR
$7.8M474.9K
0.5%
Held
11TH International Limited
SHS NEW
$7.5M2.90M
0.5%
Held
12Lotus Technology Inc
SPONSORED ADR
$6.3M4.83M
0.4%
Held
13Structure Therapeutics Inc
SPONSORED ADS
$6.2M266.1K
0.4%
Held
14Bitdeer Technologies Group
CL A ORD SHS
$2.9M293.7K
0.2%
Held
15Adagene Inc
ADS
$2.0M1.34M
0.1%
Held
16Barinthus Biotherapeutics PL
ADS
$1.2M1.42M
0.1%
Held
17Solai Limited
SPON ADR
$627K350.4K
0.0%
Held
18Yimutian Inc
SPONSORED ADS
$544K3.44M
0.0%
New
New position
19Lyell Immunopharma Inc
COM NEW
$73K152.3K
0.0%
Held
20Burning Rock Biotech Ltd
SPONSORED ADS
$62K21.2K
0.0%
Held
Showing all 20 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202626$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202625$1.9B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202526$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202523$1.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.