Yunqi Capital Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Yunqi Capital Ltd reported 8 stock positions worth $158.1 million. Its top holding was Qfin Holdings Inc.-ADR (QFIN) at 30.2% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 17.1%) and Joyy Inc.-ADR (JOYY, 16.1%). Compared with Q1 2024, it opened 3 new positions, added to 2 and reduced 1. The biggest buy was a new position in Tencent Music Entertainm-ADR (TME) and the biggest sale Qfin Holdings Inc.-ADR (QFIN, shares −4%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001912273
Portfolio Value
$158.1M (Q2 2024)
SEC Filing
0001912273-24-000003 ↗ filed Aug 6, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $144.6M Q1 2024 Q2 2024: $158.1M $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 Q2 2026

Holdings 8 stocks · $158.1M
QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC 30.20% 2,419,630 $47.7M Reduce -4.0%
YMM Full Truck Alliance -SPN ADR 17.11% 3,365,300 $27.1M No change
JOYY Joyy Inc.-ADR 16.10% 845,702 $25.4M Add +8.0%
STAA Staar Surgical Co. 15.52% 515,300 $24.5M No change
LU Lufax Holding Ltd.-ADR 10.64% 7,098,040 $16.8M Add +0.1%
TME Tencent Music Entertainm-ADR 3.87% 435,900 $6.1M New
PDD PDD Holdings Inc. 3.66% 43,500 $5.8M New
BZ Kanzhun Ltd. - ADR 2.90% 244,100 $4.6M New

Portfolio Sells Q1 2024 → Q2 2024
QFIN Qfin Holdings Inc.-ADR Reduce -4.0% 30.20% −1.91

Portfolio Buys Q1 2024 → Q2 2024
TME Tencent Music Entertainm-ADR New 3.87% +3.87
PDD PDD Holdings Inc. New 3.66% +3.66
BZ Kanzhun Ltd. - ADR New 2.90% +2.90
JOYY Joyy Inc.-ADR Add +8.0% 16.10% −0.55
LU Lufax Holding Ltd.-ADR Add +0.1% 10.64% −10.05

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