True Light Capital Pte. Ltd. holds a concentrated book of 8 stocks worth $151.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they trimmed PDD Holdings Inc. Their largest long position is PDD Holdings Inc at 30% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as True Light Capital Pte. Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Green Court Capital Management Ltd | 2 / 8 | $82.7M |
| IvyRock Asset Management (HK) Ltd | 2 / 8 | $113.3M |
| HHLR Advisors, LTD. | 3 / 8 | $1.0B |
| Triata Capital Ltd | 4 / 8 | $293.7M |
| Perseverance Asset Management International | 6 / 8 | $414.2M |
| Brilliance Asset Management Ltd | 2 / 8 | $123.0M |
| AI-Squared Management Ltd | 3 / 8 | $41.7M |
| Greenwoods Asset Management Hong Kong Ltd. | 4 / 8 | $455.9M |
Ranked by the share of each fund's own book sitting in the names it shares with True Light Capital Pte. Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | PDD Holdings Inc SPONSORED ADS | $44.9M | 589.1K | 29.6% | ▼−5.9% Reduced · −37K sh | |
| 2 | H World Group Ltd SPONSORED ADS | $28.0M | 671.7K | 18.5% | ▼−0.4% Reduced · −2K sh | |
| 3 | Alibaba Group Holding SPONSORED ADS | $25.7M | 267.3K | 16.9% | —Held | |
| 4 | Yum China Holdings Inc COM | $15.5M | 379.9K | 10.2% | ▼−29% Reduced · −159K sh | |
| 5 | Amer Sports Inc COM SHS | $15.5M | 457.1K | 10.2% | —Held | |
| 6 | Trip Com Group Ltd ADS | $14.9M | 373.8K | 9.8% | —Held | |
| 7 | Netease Inc SPONSORED ADS | $6.2M | 48.8K | 4.1% | —Held | |
| 8 | Beone Medicines Ltd SPONSORED ADS | $992K | 3.5K | 0.7% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107386/holdings"
Use Arkolith to show True Light Capital Pte. Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.