Yong Rong (HK) Asset Management Ltd In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 29, 2024), Yong Rong (HK) Asset Management Ltd reported 20 stock positions worth $342.1 million . Its top holding was Futu Holdings Ltd.-ADR (FUTU) at 11.0% of the portfolio, followed by Strategy (MSTR, 10.4% ) and Coinbase Global Class A (COIN, 9.7% ). Compared with Q2 2024, it opened 10 new positions, sold out of 4, added to 2 and reduced 7. The biggest buy was Futu Holdings Ltd.-ADR (FUTU, shares +2525% ) and the biggest sale PDD (PDD, shares −76% ).
Location SHEUNG WAN, K3
CIK 0001738071
Portfolio Value $342.1M (Q3 2024) Holdings 20 stocks · $342.1M 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 Q2 2024 FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 393,800 $37.7M Add +2525.3% MSTR Strategy Inc. filed as MICROSTRATEGY INC 210,900 $35.6M New COIN Coinbase Global Inc. Class A 186,500 $33.2M New TSLA Tesla Inc. 123,500 $32.3M New META Meta Platforms Inc. Class A 52,150 $29.9M Reduce -43.6% DASH DoorDash Inc. Class A 199,150 $28.4M New CEG Constellation Energy 100,000 $26.0M New IBIT iShares Bitcoin Trust ETF 625,601 $22.6M Reduce -15.1% GDX Vaneck Gold Miners ETF 550,000 $21.9M Add +83.3% TAL Tal Education Group- ADR 1,639,600 $19.4M New PDD PDD Holdings Inc. 119,200 $16.1M Reduce -76.3% SERV Serve Robotics Inc. 1,212,000 $9.6M New ISPR Ispire Technology Inc. 1,518,721 $9.4M Reduce -9.0% VFC VF Corp. 226,800 $4.5M New XME SS SPDR S&P Metals Mining 60,000 $3.8M No change IONQ Ionq Inc. 428,900 $3.7M New WOLF Wolfspeed Inc. 308,000 $3.0M New BILI Bilibili Inc.-Sponsored ADR 100,000 $2.3M Reduce -75.0% BABA Alibaba Group Holding-SP ADR 20,000 $2.1M Reduce -71.4% ACB Aurora Cannabis Inc. 83,033 $489K Reduce -44.6%
Options reported separately and not counted above: COINBASE GLOBAL INC calls ($2.2M), ISHARES SILVER TR calls ($1.4M), PDD HOLDINGS INC calls ($16K).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ PDD PDD Holdings Inc. Reduce -76.3% 4.70% −18.42 NVDA Nvidia Corp. Sold out 0.00% −17.30 AAPL Apple Inc. Sold out 0.00% −11.45 TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −9.08 META Meta Platforms Inc. Class A Reduce -43.6% 8.73% −7.40 IBIT iShares Bitcoin Trust ETF Reduce -15.1% 6.61% −2.08 ISPR Ispire Technology Inc. Reduce -9.0% 2.75% −1.86 BILI Bilibili Inc.-Sponsored ADR Reduce -75.0% 0.68% −1.45 BABA Alibaba Group Holding-SP ADR Reduce -71.4% 0.62% −1.12 FCX Freeport-McMoran Inc. Sold out 0.00% −0.42 ACB Aurora Cannabis Inc. Reduce -44.6% 0.14% −0.10
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ FUTU Futu Holdings Ltd.-ADR Add +2525.3% 11.01% +10.67 MSTR Strategy Inc. New 10.39% +10.39 COIN Coinbase Global Inc. Class A New 9.71% +9.71 TSLA Tesla Inc. New 9.44% +9.44 DASH DoorDash Inc. Class A New 8.31% +8.31 CEG Constellation Energy New 7.60% +7.60 TAL Tal Education Group- ADR New 5.67% +5.67 GDX Vaneck Gold Miners ETF Add +83.3% 6.40% +2.88 SERV Serve Robotics Inc. New 2.82% +2.82 VFC VF Corp. New 1.32% +1.32 IONQ Ionq Inc. New 1.10% +1.10 WOLF Wolfspeed Inc. New 0.87% +0.87
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ COINBASE GLOBAL INC call New 9,000 $2.2M VANECK ETF TRUST call Sold out 2,500 $408Kbefore exit PDD HOLDINGS INC call Reduce -95.4% 755 $16K
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