StockDriftsStockDriftsTop 6 Shengqi Capital (Hong Kong) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 65.66% | 190.0K | $219.3M | -5.00%(-10.00K) | $311.63(+176.62%) | 2026-06-30 | |
| QCOM | QCOM | 22.82% | 412.5K | $76.2M | new | $155.93(+4.96%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 0.01% | 100 | $35K | +0.00%(+0) | $178.82(+96.01%) | 2026-06-30 | |
| TQQQ | PROSHARES TR | 0% | 200 | $16K | +0.00%(+0) | $46.60(+57.51%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 0% | 100 | $3K | +0.00%(+0) | $63.10(-42.45%) | 2026-06-30 | |
| GRML | GREENLAND MINES LTD | 0% | 100 | $26 | +0.00%(+0) | $0.81(-72.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +176.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.97% |
Shengqi Capital (Hong Kong) Ltd reports $483.75M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are MU (65.7%), QCOM (22.8%) and GOOG (0.0%). The top 20 holdings account for 88.49% of reported assets. Its disclosed equity book has returned +176.04% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shengqi Capital (Hong Kong) Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040405). View Shengqi Capital (Hong Kong) Ltd’s 13F filings on SEC