SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Value Star Asset Management (Hong Kong) Ltd

CIK 0001842246 · ROOM 2706, 27/F, THE CENTRIUM,, 60 WYNDHAM STREET, CENTRAL,, HONG KONG, K3, 0000 · 852-21850800

Reported Value
$27M
Q3 2024
Positions
9
Filings on Record
20
2019–present window
Filed
Oct 17, 2024
original filing

Summary

Value Star Asset Management (Hong Kong) Ltd reported $27M in U.S.-listed holdings across 9 positions for Q3 2024.

The portfolio is heavily concentrated: AMZN alone accounts for 21.0% of reported value.

Compared with Q2 2024, the fund opened 1 new position and exited 10.

Portfolio Metrics

Turnover
+2.2%
vs prior filed quarter
Largest Position
+21.0%
Amazon Com
New / Exited
1 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $110MQ4 ’20Q1 ’21: $137MQ3 ’21: $152.8BQ4 ’21: $199.1BQ4 ’21Q1 ’22: $176.3BQ2 ’22: $136.8BQ3 ’22: $171.7BQ3 ’22Q1 ’23: $256MQ2 ’23: $338MQ3 ’23: $284MQ3 ’23Q4 ’23: $292MQ1 ’24: $290MQ2 ’24: $270MQ2 ’24Q3 ’24: $27MQ4 ’24: $32MQ1 ’25: $16MQ1 ’25Q2 ’25: $32MQ3 ’25: $49Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.5%ADR: 13.5%
  • Common Stock · 86.5% · $23M
  • ADR · 13.5% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AAPLAPPLE ORDNEW+12.0K12.0K+$3M$3M
ZSZSCALER ORDADDED+3.0K5.0K+$470,320$854,700
TSLATESLA INCSOLD OUT277.4K0$55M$0
NVDANVIDIA CORPSOLD OUT268.9K0$33M$0
NETCLOUDFLARE INCSOLD OUT316.3K0$26M$0
UBERUBER TECHNOLOGIES INCSOLD OUT162.1K0$12M$0
ROKROCKWELL AUTOMATION INCSOLD OUT24.2K0$7M$0
MUMicron Technology, Inc.SOLD OUT25.0K0$3M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

9 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON.COM INChistory →COM20.96%$6M30.0K
2METAMETA PLATFORM INChistory →COM16.10%$4M7.5K
3VVISAhistory →CL A COM15.46%$4M15.0K
4HCAHCA HEALTHCARE ORDhistory →COM10.67%$3M7.0K
5AAPLAPPLE ORDhistory →COM10.48%$3M12.0K
6TSMTaiwan Semiconductor Manufacturing Company Limitedhistory →SPONSORED ADS10.42%$3M16.0K
7MSFTMICROSOFT CORPhistory →COM9.68%$3M6.0K
8ZSZSCALER ORDhistory →COM3.20%$854,7005.0K
9PDDPINDUODUO INC -ADRhistory →SPONSORED ADS3.03%$808,8606.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$49M11Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$32M10Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$16M10Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$32M13Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$27M9Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$270M18Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$290M22May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$292M21Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$284M23Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$338M29Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$256M24May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review28Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$171.7B32Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$136.8B29Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$176.3B27Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$199.1B30Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$152.8B21Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021Under review25Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$137M19Apr 9, 202113F-HRchanges · EDGAR ↗
Q4 2020$110M19Jan 27, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Value star asset management (Hong Kong) ltd

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.