StockDriftsStockDriftsTop 7 Yong Rong (HK) Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 63.19% | 155.0K | $74.0M | new | $397.04(+6.69%) | 2026-06-30 | |
| CRCL | CIRCLE INTERNET GROUP INC | 14.21% | 265.7K | $16.6M | -76.96%(-887.30K) | $116.39(-39.79%) | 2026-06-30 | |
| PDD | PINDUODUO INC | 11.07% | 170.0K | $13.0M | +240.00%(+120.00K) | $94.78(-4.48%) | 2026-06-30 | |
| GDX | VANECK VECTORS ETF TR | 6.44% | 100.0K | $7.5M | new | $55.89(+62.30%) | 2026-06-30 | |
| EPOW | SUNRISE NEW ENERGY CO LTD | 3.65% | 7.00M | $4.3M | +0.00%(+0) | $1.19(-54.62%) | 2026-06-30 | |
| ISPR | ISPIRE TECHNOLOGY INC | 1.44% | 1.50M | $1.7M | +0.01%(+91) | $8.12(-79.57%) | 2026-06-30 | |
| POET | POET TECHNOLOGIES INC | 0% | 100 | $2K | new | $7.68(+12.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.39% | +106.72% | +15.46% | +105.23% |
| Top 20 Holdings Unweighted | +67.01% | +365.82% | +31.90% | +299.30% |
Yong Rong (HK) Asset Management Ltd reports $118.63M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are TSM (63.2%), CRCL (14.2%) and PDD (11.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +106.72% on a three-year cumulative basis. 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 Yong Rong (HK) Asset Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1738071). View Yong Rong (HK) Asset Management Ltd’s 13F filings on SEC