Yong Rong (HK) Asset Management Ltd In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Yong Rong (HK) Asset Management Ltd reported 16 stock positions worth $228.6 million . Its top holding was Bitdeer Technologies Group-A (BTDR) at 28.4% of the portfolio, followed by Hims & Hers Health (HIMS, 18.0% ) and Applied Optoelectronics (AAOI, 12.1% ). Compared with Q3 2024, it opened 8 new positions, sold out of 12, added to 2 and reduced 4. The biggest buy was a new position in Bitdeer Technologies Group-A (BTDR) and the biggest sale an exit from Futu Holdings Ltd.-ADR (FUTU).
Location SHEUNG WAN, K3
CIK 0001738071
Portfolio Value $228.6M (Q4 2024) Holdings 16 stocks · $228.6M 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 Q3 2024 BTDR Bitdeer Technologies Group-A 3,000,000 $65.0M New HIMS Hims & Hers Health Inc. 1,699,900 $41.1M New AAOI Applied Optoelectronics Inc. 750,000 $27.6M New LEU Centrus Energy Corp. Class A 395,800 $26.4M New GDX Vaneck Gold Miners ETF 550,000 $18.7M No change API Agora Inc.-ADR 2,450,000 $10.2M New SERV Serve Robotics Inc. 704,000 $9.5M Reduce -41.9% ISPR Ispire Technology Inc. 1,518,721 $7.6M No change COIN Coinbase Global Inc. Class A 20,000 $5.0M Reduce -89.3% PDD PDD Holdings Inc. 40,000 $3.9M Reduce -66.4% NBIS Nebius Group NV 100,000 $2.8M New BILI Bilibili Inc.-Sponsored ADR 150,000 $2.7M Add +50.0% URA Global X Uranium ETF 100,000 $2.7M New BABA Alibaba Group Holding-SP ADR 30,000 $2.5M Add +50.0% ACMR Acm Research Inc. Class A 150,000 $2.3M New XME SS SPDR S&P Metals Mining 12,380 $703K Reduce -79.4%
Options reported separately and not counted above: UNITY SOFTWARE INC calls ($662K), ISHARES SILVER TR calls ($380K), SPDR GOLD TR calls ($358K), ASML HLDG NV calls ($276K), BROADCOM INC calls ($125K), INTEL CORP calls ($120K), CENTRUS ENERGY CORP calls ($74K), TAIWAN SEMICONDUCTOR MANUFAC calls ($46K).
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ FUTU Futu Holdings Ltd.-ADR Sold out 0.00% −11.01 MSTR Strategy Inc. Sold out 0.00% −10.39 TSLA Tesla Inc. Sold out 0.00% −9.44 META Meta Platforms Inc. Class A Sold out 0.00% −8.73 DASH DoorDash Inc. Class A Sold out 0.00% −8.31 CEG Constellation Energy Sold out 0.00% −7.60 COIN Coinbase Global Inc. Class A Reduce -89.3% 2.17% −7.54 IBIT iShares Bitcoin Trust ETF Sold out 0.00% −6.61 TAL Tal Education Group- ADR Sold out 0.00% −5.67 PDD PDD Holdings Inc. Reduce -66.4% 1.70% −3.00 VFC VF Corp. Sold out 0.00% −1.32 IONQ Ionq Inc. Sold out 0.00% −1.10 WOLF Wolfspeed Inc. Sold out 0.00% −0.87 XME SS SPDR S&P Metals Mining Reduce -79.4% 0.31% −0.81 ACB Aurora Cannabis Inc. Sold out 0.00% −0.14 SERV Serve Robotics Inc. Reduce -41.9% 4.16% +1.34
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ BTDR Bitdeer Technologies Group-A New 28.43% +28.43 HIMS Hims & Hers Health Inc. New 17.98% +17.98 AAOI Applied Optoelectronics Inc. New 12.09% +12.09 LEU Centrus Energy Corp. Class A New 11.53% +11.53 API Agora Inc.-ADR New 4.46% +4.46 NBIS Nebius Group NV New 1.21% +1.21 URA Global X Uranium ETF New 1.17% +1.17 ACMR Acm Research Inc. Class A New 0.99% +0.99 BILI Bilibili Inc.-Sponsored ADR Add +50.0% 1.19% +0.51 BABA Alibaba Group Holding-SP ADR Add +50.0% 1.11% +0.49
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ COINBASE GLOBAL INC call Sold out 9,000 $2.2Mbefore exit UNITY SOFTWARE INC call New 10,513 $662K SPDR GOLD TR call New 2,000 $358K ASML HLDG NV call New 5,760 $276K BROADCOM INC call New 5,000 $125K INTEL CORP call New 20,000 $120K CENTRUS ENERGY CORP call New 7,452 $74K TAIWAN SEMICONDUCTOR MANUFAC call New 7,589 $46K PDD HOLDINGS INC call Sold out 755 $16Kbefore exit
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