Yong Rong (HK) Asset Management Ltd In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Yong Rong (HK) Asset Management Ltd reported 18 stock positions worth $374.9 million . Its top holding was Nvidia (NVDA) at 13.4% of the portfolio, followed by Meta Platforms Class A (META, 12.5% ) and Tesla (TSLA, 12.4% ). Compared with Q4 2023, it opened 8 new positions, sold out of 6, added to 4 and reduced 4. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale PDD (PDD, shares −46% ).
Location SHEUNG WAN, K3
CIK 0001738071
Portfolio Value $374.9M (Q1 2024) Holdings 18 stocks · $374.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 NVDA Nvidia Corp. 55,695 $50.3M New META Meta Platforms Inc. Class A 96,890 $47.0M Add +25.1% TSLA Tesla Inc. 265,100 $46.6M Add +107.7% IBIT iShares Bitcoin Trust ETF 1,127,561 $45.6M New PDD PDD Holdings Inc. 316,900 $36.8M Reduce -46.4% PLTR Palantir Technologies Inc. Class A 1,595,700 $36.7M New MU Micron Technology Inc. 298,800 $35.2M New LKNCY Luckin Coffee Inc. - ADR 955,700 $23.4M Add +93.9% INTC Intel Corp. 482,200 $21.3M Reduce -27.9% ACMR Acm Research Inc. Class A 402,770 $11.7M Add +15.1% ISPR Ispire Technology Inc. 859,696 $5.3M Reduce -2.4% BABA Alibaba Group Holding-SP ADR 60,000 $4.3M New SLV iShares Silver Trust 150,000 $3.4M Reduce -70.0% BILI Bilibili Inc.-Sponsored ADR 300,000 $3.4M New P Everpure Inc. Class A filed as PURE STORAGE INC 28,550 $1.5M New FCX Freeport-McMoran Inc. 25,000 $1.2M New ACB Aurora Cannabis Inc. 150,000 $659K No change GENETRON HLDGS LTD 107,360 $433K No change
Options reported separately and not counted above: VANECK ETF TRUST calls ($484K), ISHARES SILVER TR calls ($403K).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ PDD PDD Holdings Inc. Reduce -46.4% 9.83% −22.67 INTC Intel Corp. Reduce -27.9% 5.68% −6.93 GOTU Gaotu Techedu Inc. Sold out 0.00% −4.31 GDXJ Vaneck Junior Gold Miners Sold out 0.00% −4.27 FUTU Futu Holdings Ltd.-ADR Sold out 0.00% −3.35 SLV iShares Silver Trust Reduce -70.0% 0.91% −3.18 ISPR Ispire Technology Inc. Reduce -2.4% 1.41% −2.61 GDX Vaneck Gold Miners ETF Sold out 0.00% −1.75 RLX RLX Technology Inc.-ADR Sold out 0.00% −1.50 TAL Tal Education Group- ADR Sold out 0.00% −1.37
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ NVDA Nvidia Corp. New 13.42% +13.42 IBIT iShares Bitcoin Trust ETF New 12.17% +12.17 PLTR Palantir Technologies Inc. Class A New 9.79% +9.79 MU Micron Technology Inc. New 9.40% +9.40 META Meta Platforms Inc. Class A Add +25.1% 12.55% +2.26 LKNCY Luckin Coffee Inc. - ADR Add +93.9% 6.23% +1.18 BABA Alibaba Group Holding-SP ADR New 1.16% +1.16 BILI Bilibili Inc.-Sponsored ADR New 0.90% +0.90 ACMR Acm Research Inc. Class A Add +15.1% 3.13% +0.56 TSLA Tesla Inc. Add +107.7% 12.43% +0.52 P Everpure Inc. Class A New 0.40% +0.40 FCX Freeport-McMoran Inc. New 0.31% +0.31
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ VANECK ETF TRUST call New 2,000 $484K ISHARES SILVER TR call New 2,500 $403K
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