Yong Rong (HK) Asset Management Ltd In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Yong Rong (HK) Asset Management Ltd reported 14 stock positions worth $289.4 million . Its top holding was PDD (PDD) at 23.1% of the portfolio, followed by Nvidia (NVDA, 17.3% ) and Meta Platforms Class A (META, 16.1% ). Compared with Q1 2024, it opened 5 new positions, sold out of 9, added to 4 and reduced 3. The biggest buy was PDD (PDD, shares +59% ) and the biggest sale an exit from Tesla (TSLA).
Location SHEUNG WAN, K3
CIK 0001738071
Portfolio Value $289.4M (Q2 2024) Holdings 14 stocks · $289.4M 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 Q1 2024 PDD PDD Holdings Inc. 503,300 $66.9M Add +58.8% NVDA Nvidia Corp. 405,200 $50.1M Reduce -27.3% META Meta Platforms Inc. Class A 92,550 $46.7M Reduce -4.5% AAPL Apple Inc. 157,300 $33.1M New TSM Taiwan Semiconductor-SP ADR 151,250 $26.3M New IBIT iShares Bitcoin Trust ETF 736,561 $25.1M Reduce -34.7% ISPR Ispire Technology Inc. 1,669,515 $13.4M Add +94.2% GDX Vaneck Gold Miners ETF 300,000 $10.2M New BILI Bilibili Inc.-Sponsored ADR 400,000 $6.2M Add +33.3% BABA Alibaba Group Holding-SP ADR 70,000 $5.0M Add +16.7% XME SS SPDR S&P Metals Mining 60,000 $3.6M New FCX Freeport-McMoran Inc. 25,000 $1.2M No change FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 15,000 $985K New ACB Aurora Cannabis Inc. 150,000 $693K No change
Options reported separately and not counted above: ISHARES SILVER TR calls ($1.1M), VANECK ETF TRUST calls ($408K), PDD HOLDINGS INC calls ($319K).
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ TSLA Tesla Inc. Sold out 0.00% −12.43 PLTR Palantir Technologies Inc. Class A Sold out 0.00% −9.79 MU Micron Technology Inc. Sold out 0.00% −9.40 LKNCY Luckin Coffee Inc. - ADR Sold out 0.00% −6.23 INTC Intel Corp. Sold out 0.00% −5.68 IBIT iShares Bitcoin Trust ETF Reduce -34.7% 8.69% −3.48 ACMR Acm Research Inc. Class A Sold out 0.00% −3.13 SLV iShares Silver Trust Sold out 0.00% −0.91 P Everpure Inc. Class A Sold out 0.00% −0.40 GENETRON HLDGS LTD Sold out 0.00% −0.12 META Meta Platforms Inc. Class A Reduce -4.5% 16.12% +3.58 NVDA Nvidia Corp. Reduce -27.3% 17.30% +3.87
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ PDD PDD Holdings Inc. Add +58.8% 23.12% +13.29 AAPL Apple Inc. New 11.45% +11.45 TSM Taiwan Semiconductor-SP ADR New 9.08% +9.08 GDX Vaneck Gold Miners ETF New 3.52% +3.52 ISPR Ispire Technology Inc. Add +94.2% 4.62% +3.21 BILI Bilibili Inc.-Sponsored ADR Add +33.3% 2.13% +1.24 XME SS SPDR S&P Metals Mining New 1.23% +1.23 BABA Alibaba Group Holding-SP ADR Add +16.7% 1.74% +0.58 FUTU Futu Holdings Ltd.-ADR New 0.34% +0.34
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ ISHARES SILVER TR call Add +100.0% 5,000 $1.1M VANECK ETF TRUST call Add +25.0% 2,500 $408K PDD HOLDINGS INC call New 16,436 $319K
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