TB Alternative Assets Ltd.: 13F holdings
CIK 14835032026Q2
| Positions | 34 |
|---|---|
| Reported value | $623.1m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INTC INTEL CORP | 586,946 | $82.0m | 13.2% |
| MRVL MARVELL TECHNOLOGY INC | 258,070 | $76.9m | 12.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 158,390 | $75.6m | 12.1% |
| SNDK SANDISK CORP | 28,484 | $64.8m | 10.4% |
| META META PLATFORMS INC CL A | 102,040 | $57.5m | 9.2% |
| GOOG ALPHABET INC CAP STK CL C | 159,334 | $56.3m | 9.0% |
| WDC WESTERN DIGITAL CORP | 64,052 | $40.9m | 6.6% |
| PDD PDD HOLDINGS INC SPONSORED ADS | 230,128 | $17.6m | 2.8% |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 14,652 | $14.1m | 2.3% |
| LEU CENTRUS ENERGY CORP CL A | 76,946 | $12.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1483503")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.