IvyRock Asset Management (HK) Ltd 13F Holdings

CIK 0001809525 · SHEUNG WAN, K3

As of Sep 30, 2025, IvyRock Asset Management (HK) Ltd reported 20 positions worth $232.7M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
PDD HOLDINGS INCPDDConsumer Cyclical1,035,249 36.8M58.79%
LEGEND BIOTECH CORPLEGNHealthcare856,900$27.9M12.01%
ISHARES BITCOIN TRUST ETFIBIT—405,500$26.4M11.33%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical110,900 9.8M8.52%
ISHARES ETHEREUM TRUST ETFETHA—400,000 2.6M5.42%
ZAI LAB LTDZLABHealthcare94,879$3.2M1.38%
SPDR GOLD TRUSTGQ9—3,000 .1M0.46%
BLOOM ENERGY CORPBEIndustrials9,900$837.2K0.36%
DIREXION DAILY S&P BIOTECH BULL 3X SHARESLABU—8,200$767.6K0.33%
SO YOUNG INTERNATIONAL INCSYHealthcare141,000$545.7K0.23%
MICROSOFT CORPMSFTTechnology1,000$518.0K0.22%
ARROWHEAD PHARMACEUTICALS INCARWRHealthcare10,500$362.1K0.16%
ADVANCED MICRO DEVICES INCAMDEquity2,000$323.6K0.14%
CISCO SYSTEMS INCCSCOTechnology4,500$307.9K0.13%
INTELLIA THERAPEUTICS INCNTLAHealthcare14,330$247.5K0.11%
SYNOPSYS INCSNPSTechnology500$246.7K0.11%
PRIME MEDICINE INCPRMEHealthcare41,800$231.6K0.10%
BEAM THERAPEUTICS INCBEAMHealthcare8,600$208.7K0.09%
FUTU HOLDINGS LTDFUTUFinancial Services1,200$208.7K0.09%
ATRENEW INCREREConsumer Cyclical18,000$82.8K0.04%