Yunqi Capital Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Yunqi Capital Ltd reported 4 stock positions worth $124.9 million. Its top holding was Staar Surgical (STAA) at 74.8% of the portfolio, followed by Lufax Holding Ltd.-ADR (LU, 11.6%) and Power Solutions Internationa (PSIX, 10.6%). Compared with Q1 2026, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Power Solutions Internationa (PSIX) and the biggest sale Agora Inc.-ADR (API, shares −52%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001912273
Portfolio Value
$124.9M (Q2 2026)
SEC Filing
0001912273-26-000003 ↗ filed Aug 5, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $144.6M Q1 2024 Q2 2024: $158.1M Q2 2024 Q3 2024: $159.3M Q3 2024 Q4 2024: $156.5M Q4 2024 Q1 2025: $101.6M Q1 2025 Q2 2025: $140.1M Q2 2025 Q3 2025: $170.9M Q3 2025 Q4 2025: $125.4M Q4 2025 Q1 2026: $92.4M Q1 2026 Q2 2026: $124.9M $124.9M Q2 2026

Holdings 4 stocks · $124.9M
STAA Staar Surgical Co. 74.80% 3,257,130 $93.4M No change
LU Lufax Holding Ltd.-ADR 11.57% 10,950,138 $14.5M No change
PSIX Power Solutions Internationa 10.55% 339,000 $13.2M New
API Agora Inc.-ADR 3.08% 964,203 $3.8M Reduce -51.9%

Portfolio Sells Q1 2026 → Q2 2026
API Agora Inc.-ADR Reduce -51.9% 3.08% −4.60
PONY Pony AI Inc. Sold out 0.00% −4.24

Portfolio Buys Q1 2026 → Q2 2026
PSIX Power Solutions Internationa New 10.55% +10.55

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$124.9MSTAA, LU, PSIX, API
Q1 2026 4$92.4MSTAA, LU, API, PONY
Q4 2025 6$125.4MSTAA, LU, PDD, API, PONY
Q3 2025 6$170.9MSTAA, LU, QFIN, PDD, API
Q2 2025 5$140.1MQFIN, STAA, LU, FUTU, PDD
Q1 2025 4$101.6MSTAA, QFIN, LU, YMM
Q4 2024 5$156.5MJOYY, QFIN, STAA, LU, YMM
Q3 2024 5$159.3MQFIN, YMM, JOYY, LU, STAA
Q2 2024 8$158.1MQFIN, YMM, JOYY, STAA, LU
Q1 2024 5$144.6MQFIN, LU, YMM, JOYY, STAA