All-Stars Investment Ltd
•CIK: 1633603•Filing: Q4 2025
**All-Stars Investment Ltd.** manages $268M across a concentrated portfolio of four key positions. The fund exhibits a significant overweight to YMM, representing $237.1M of its total assets. Further allocations include $16.9M in IBIT, $9.9M in ETHA, and $3.6M in PDD. This structure suggests a highly focused, conviction-driven approach within its investment mandate.
Total AUM
$267.5M
QoQ Performance
-18.2%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
YMM
IBIT
YMM88.6%
IBIT6.3%
ETHA3.7%
PDD1.3%
📈 Biggest Buys
ETHA
ISHARES ETHEREUM TR
+1.1%
3.7% of portfolio
📉 Biggest Sells
PDD
PDD HOLDINGS INC
-9.6%
1.3% of portfolio
Sector Breakdown
Other100.0%
Changes from Q3 2025
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023