Headwater Capital Co Ltd

Q3 2025 13F Holdings

  • Location
    hong kong, F4
  • Num holdings

    17

  • Value ($000)

    $408,762

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002036346
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$87.14M
21 %

312,000

G
GOOG

ALPHABET INC

CAP STK CL C
$81.10M
20 %

333,000

M
META

META PLATFORMS INC

CL A
$36.72M
9 %

50,000

---

TRIP COM GROUP LTD

ADS
$27.82M
7 %

370,000

A
AMZN

AMAZON COM INC

COM
$21.96M
5 %

100,000

B
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
$21.45M
5 %

120,000

L
LITE

LUMENTUM HLDGS INC

COM
$20.34M
5 %

125,000

M
MU

MICRON TECHNOLOGY INC

COM
$20.08M
5 %

120,000

P
PDD

PDD HOLDINGS INC

SPONSORED ADS
$19.83M
5 %

150,000

N
NVDA

NVIDIA CORPORATION

COM
$18.66M
5 %

100,000

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