Yong Rong (HK) Asset Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Yong Rong (HK) Asset Management Ltd reported 7 stock positions worth $117.1 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 63.2% of the portfolio, followed by Circle Internet (CRCL, 14.2%) and PDD (PDD, 11.1%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 2 and reduced 1. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Circle Internet (CRCL, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- SHEUNG WAN, K3
- CIK
- 0001738071
- Portfolio Value
- $117.1M (Q2 2026)
- SEC Filing
- 0001738071-26-000007 ↗ filed Aug 6, 2026
Holdings Value
Holdings 7 stocks · $117.1M
| TSM Taiwan Semiconductor-SP ADR | 63.19% | 155,000 | $74.0M | New |
| CRCL Circle Internet Group Inc. | 14.21% | 265,700 | $16.6M | Reduce -77.0% |
| PDD PDD Holdings Inc. | 11.07% | 170,000 | $13.0M | Add +240.0% |
| GDX Vaneck Gold Miners ETF | 6.44% | 100,000 | $7.5M | New |
| SUNRISE NEW ENERGY CO LTD | 3.65% | 7,000,000 | $4.3M | No change |
| ISPR Ispire Technology Inc. | 1.44% | 1,504,147 | $1.7M | Add +0.0% |
| POET Poet Technologies Inc. | 0.00% | 100 | $2K | New |
Options reported separately and not counted above: FORD MTR CO calls ($455K), NVIDIA CORPORATION calls ($292K), PDD HOLDINGS INC calls ($288K), ALPHABET INC calls ($220K), COINBASE GLOBAL INC calls ($100K), ALIBABA GROUP HLDG LTD calls ($76K), CIRCLE INTERNET GROUP INC calls ($50K), STRATEGY INC calls ($10K).
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| FORD MTR CO | call | New | 121,647 | $455K |
| NVIDIA CORPORATION | call | New | 11,000 | $292K |
| PDD HOLDINGS INC | call | Add +4000.0% | 41,000 | $288K |
| ALPHABET INC | call | New | 10,000 | $220K |
| COINBASE GLOBAL INC | call | New | 10,000 | $100K |
| ALIBABA GROUP HLDG LTD | call | New | 9,148 | $76K |
| CIRCLE INTERNET GROUP INC | call | Add +66.7% | 5,000 | $50K |
| STRATEGY INC | call | New | 5,000 | $10K |
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 | $117.1M | TSM, CRCL, PDD, GDX, SUNRISE NEW ENERGY CO LTD |
| Q1 2026 | 8 | $218.5M | CRCL, MU, KORU, SUPX, SNDK |
| Q4 2025 | 17 | $328.6M | CRCL, GOOG, SUPX, BULL, ETHA |
| Q3 2025 | 14 | $475.8M | SUPX, NVDA, ETHA, GOOG, ETHU |
| Q2 2025 | 17 | $414.5M | NVDA, FUTU, PDD, HIMS, COIN |
| Q1 2025 | 23 | $428.0M | FUTU, HIMS, HOOD, ZETA, INOD |
| Q4 2024 | 16 | $228.6M | BTDR, HIMS, AAOI, LEU, GDX |
| Q3 2024 | 20 | $342.1M | FUTU, MSTR, COIN, TSLA, META |
| Q2 2024 | 14 | $289.4M | PDD, NVDA, META, AAPL, TSM |
| Q1 2024 | 18 | $374.9M | NVDA, META, TSLA, IBIT, PDD |