All-stars Investment Ltd 13F annual report

All-stars Investment Ltd is an investment fund managing more than $251 billion ran by Lizza Chiu. There are currently 4 companies in Chiu’s portfolio. The largest investments include Full Truck Alliance Co and PDD Inc, together worth $269 billion.

$251 billion Assets Under Management (AUM)

As of 16th July 2024, All-stars Investment Ltd’s top holding is 31,319,662 shares of Full Truck Alliance Co currently worth over $252 billion and making up 89.9% of the portfolio value. Relative to the number of outstanding shares of Full Truck Alliance Co, All-stars Investment Ltd owns more than approximately 0.1% of the company. In addition, the fund holds 127,000 shares of PDD Inc worth $16.9 billion, whose value fell 5.6% in the past six months. The third-largest holding is Ishares Bitcoin Tr worth $8.98 billion and the next is TAL Education worth $2.51 billion, with 235,000 shares owned.

Currently, All-stars Investment Ltd's portfolio is worth at least $251 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at All-stars Investment Ltd

The All-stars Investment Ltd office and employees reside in Hong Kong, Hong Kong. According to the last 13-F report filed with the SEC, Lizza Chiu serves as the Chief Operating Officer at All-stars Investment Ltd.

Recent trades

In the most recent 13F filing, All-stars Investment Ltd revealed that it had opened a new position in Ishares Bitcoin Tr and bought 263,000 shares worth $8.98 billion.

On the other hand, Lizza Chiu disclosed a decreased stake in Full Truck Alliance Co by approximately 0.1%. This leaves the value of the investment at $252 billion and 31,319,662 shares.

One of the smaller hedge funds

The two most similar investment funds to All-stars Investment Ltd are Summit Wealth & Retirement Planning, Inc and Quantum Private Wealth. They manage $280 billion and $280 billion respectively.


Lizza Chiu investment strategy

All-stars Investment Ltd’s portfolio is diversified across 3 sectors. Currently, their heaviest sector is Technology — making up 89.9% of the total portfolio value. The fund focuses on investments in the China as 75.0% of the portfolio companies are based in the China.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 25% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $42.3 billion.

The complete list of All-stars Investment Ltd trades based on 13F SEC filings

These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Full Truck Alliance Co. Ltd.
0.33%
31,319,662
$251,810,061,000 89.87%
PDD Holdings Inc
No change
127,000
$16,884,650,000 6.03%
Ishares Bitcoin Tr
Opened
263,000
$8,978,820,000 3.20%
TAL Education Group
64.61%
235,000
$2,507,450,000 0.89%
No transactions found
Showing first 500 out of 4 holdings