True Light Capital Pte. Ltd.
•CIK: 2107386•Filing: Q4 2025
**True Light Capital Pte. Ltd.** manages $222M across a concentrated portfolio of eight positions. The fund exhibits significant exposure to Chinese technology and consumer sectors, notably with the top holding in PDD at $68.3M. Further substantial allocations include BABA ($39.2M), HTHT ($37.6M), and YUMC ($32.6M). This structure indicates a focused, high-conviction approach within the Asian growth landscape.
Total AUM
$221.6M
QoQ Performance
N/A
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
PDD
BABA
HTHT
YUMC
CLV
AMER
PDD30.8%
BABA17.7%
HTHT17.0%
YUMC14.7%
CLV12.1%
AMER5.5%
NTES1.7%
ONC0.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%