Yong Rong (HK) Asset Management Ltd
13F filer · CIK 1738071 · Sheung Wan
Summary
Yong Rong (HK) Asset Management Ltd reported $118.63M across 15 positions in its 13F for 2026 Q2, filed Aug 6, 2026. The largest holdings are TSM (62.4%), CRCL (14.0%), PDD (10.9%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 2, trimmed 1 and sold out of 4.
Reported value$118.63M
Positions15incl. options
Report period2026 Q2
FiledAug 6, 2026
New positions3
Added2
Trimmed1
Sold out4
Top 7 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 62.4%Value $74.02MPrice $452.88Shares 155KSince Jun 30 -5.17%
Weight 14.0%Value $16.64MPrice $85.80Shares 266K -76.96%Since Jun 30 +36.99%
Weight 10.9%Value $12.97MPrice $78.49Shares 170K +240.00%Since Jun 30 +2.89%
Weight 6.4%Value $7.54MPrice $87.89Shares 100KSince Jun 30 +16.49%
Weight 3.6%Value $4.27MPrice $0.53Shares 7.00MSince Jun 30 -12.83%
Weight 1.4%Value $1.69MPrice $1.33Shares 1.50M +0.01%Since Jun 30 +18.28%
Weight 0.0%Value $2.0KPrice $7.41Shares 100Since Jun 30 -62.95%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 62.4% | $74.02M | -5.17% | — | New | |
| 14.0% | $16.64M | +36.99% | -76.96% | Trim | |
| 10.9% | $12.97M | +2.89% | +240.00% | Add | |
| 6.4% | $7.54M | +16.49% | — | New | |
| 3.6% | $4.27M | -12.83% | — | Hold | |
| 1.4% | $1.69M | +18.28% | +0.01% | Add | |
| 0.0% | $2.0K | -62.95% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
FORD MTR CONo ticker matchCALL$455.0KNew
NVIDIA CORPORATIONNo ticker matchCALL$292.0KNew
PINDUODUO INCNo ticker matchCALL$288.0KAdd
ALPHABET INCNo ticker matchCALL$220.0KNew
COINBASE GLOBAL INCNo ticker matchCALL$100.0KNew
ALIBABA GROUP HLDG LTDNo ticker matchCALL$76.0KNew
CIRCLE INTERNET GROUP INCNo ticker matchCALL$50.0KAdd
STRATEGY INCNo ticker matchCALL$10.0KNew
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.