UG Investment Advisers
Latest statistics and disclosures from UG Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BABA, MU, QCOM, Alibaba Group 0.500 01-Jun-2031, JD.com 0.250 01-Jun-2029, and represent 95.06% of UG Investment Advisers's stock portfolio.
- Added to shares of these 3 stocks: VIXY, AVGO, NVDA.
- Started 1 new stock position in VIXY.
- Reduced shares in these 8 stocks: QCOM (-$77M), MU (-$70M), BABA (-$29M), BEKE (-$20M), , AAPL, AMKR, HPE.
- Sold out of its positions in AAPL, HPE, VCSH.
- UG Investment Advisers was a net seller of stock by $-216M.
- UG Investment Advisers has $434M in assets under management (AUM), dropping by -32.06%.
- Central Index Key (CIK): 0001697814
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Portfolio Holdings for UG Investment Advisers
UG Investment Advisers holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 45.9 | $199M | -12% | 1.4M | 146.58 |
|
| Micron Technology (MU) | 20.7 | $90M | -43% | 315k | 285.41 |
|
| Qualcomm (QCOM) | 17.3 | $75M | -50% | 439k | 171.05 |
|
| Alibaba Group Hldg Note 0.500% 6/0 (Principal) | 6.3 | $27M | 17M | 1.56 |
|
|
| Jd.com Note 0.250% 6/0 (Principal) | 4.9 | $21M | 21M | 1.00 |
|
|
| NVIDIA Corporation (NVDA) | 2.3 | $10M | +17% | 55k | 186.50 |
|
| Broadcom (AVGO) | 1.1 | $4.9M | +68% | 14k | 346.10 |
|
| Amkor Technology (AMKR) | 0.6 | $2.8M | -59% | 71k | 39.48 |
|
| Proshares Tr Ii Vix Sht Term Fut (VIXY) | 0.6 | $2.6M | NEW | 103k | 25.64 |
|
| Super Micro Computer Note 3.500% 3/0 (Principal) | 0.2 | $900k | 1.0M | 0.90 |
|
|
| Ke Hldgs Sponsored Ads (BEKE) | 0.0 | $851.002200 | -99% | 54.00 | 15.76 |
|
Past Filings by UG Investment Advisers
SEC 13F filings are viewable for UG Investment Advisers going back to 2016
- UG Investment Advisers 2025 Q4 filed Jan. 28, 2026
- UG Investment Advisers 2025 Q3 filed Oct. 31, 2025
- UG Investment Advisers 2025 Q2 filed July 21, 2025
- UG Investment Advisers 2025 Q1 filed April 22, 2025
- UG Investment Advisers 2024 Q4 filed Jan. 23, 2025
- UG Investment Advisers 2024 Q3 filed Oct. 29, 2024
- UG Investment Advisers 2024 Q2 filed July 29, 2024
- UG Investment Advisers 2024 Q1 filed May 3, 2024
- UG Investment Advisers 2023 Q4 filed Jan. 30, 2024
- UG Investment Advisers 2023 Q3 filed Nov. 3, 2023
- UG Investment Advisers 2023 Q2 filed Aug. 1, 2023
- UG Investment Advisers 2023 Q1 filed May 2, 2023
- UG Investment Advisers 2022 Q4 filed Feb. 8, 2023
- UG Investment Advisers 2021 Q3 filed Nov. 8, 2021
- UG Investment Advisers 2021 Q2 filed Aug. 10, 2021
- UG Investment Advisers 2021 Q1 filed May 10, 2021