Shengqi Capital (Hong Kong) Ltd In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Shengqi Capital (Hong Kong) Ltd reported 7 stock positions worth $334.0 million . Its top holding was Micron Technology (MU) at 65.7% of the portfolio, followed by Qualcomm (QCOM, 22.8% ) and Roundhill Memory ETF (DRAM, 11.5% ). Compared with Q1 2026, it opened 2 new positions and reduced 1. The biggest buy was a new position in Qualcomm (QCOM) and the biggest sale Micron Technology (MU, shares −5% ).
Location HONG KONG, K3
CIK 0002040405
Portfolio Value $334.0M (Q2 2026) Holdings 7 stocks · $334.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 MU Micron Technology Inc. 190,000 $219.3M Reduce -5.0% QCOM Qualcomm Inc. 412,481 $76.2M New DRAM Roundhill Memory ETF 520,000 $38.4M New GOOG Alphabet Inc. Class C 100 $35K No change TQQQ Proshares Ultrapro QQQ 200 $16K No change IBIT iShares Bitcoin Trust ETF 100 $3K No change GREENLAND MINES LTD 100 $26 No change
Options reported separately and not counted above: QCOM calls ($92.0M), META puts ($22.5M), MSFT puts ($11.9M), GOOGL puts ($11.8M), SPCX puts ($11.4M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ MU Micron Technology Inc. Reduce -5.0% 65.66% −34.28
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ QCOM Qualcomm Inc. New 22.82% +22.82 DRAM Roundhill Memory ETF New 11.50% +11.50
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ QCOM Qualcomm Inc. call New 498,100 $92.0M META Meta Platforms Inc. Class A put New 40,000 $22.5M MSFT Microsoft Corp. put New 32,000 $11.9M GOOGL Alphabet Inc. Class A put New 33,000 $11.8M SPCX Space Exploration Techn Class A put New 67,000 $11.4M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 7 $334.0M MU, QCOM, DRAM, GOOG, TQQQ Q1 2026 Amended 5 $67.6M MU, GOOG, TQQQ, IBIT, GREENLAND MINES LTD Q4 2025 0 $0 Q3 2025 4 $33K IBIT, TQQQ, ETHA, GREENLAND MINES LTD Q2 2025 0 $0 Q1 2025 4 $110.4M PDD, BABA, META, GOOGL Q4 2024 6 $116.2M PDD, TSLA, GOOGL, META, YINN Q3 2024 2 $103.0M TSLA, PDD