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13F holdings · Q2 2026

HSG Holding

NA, K3 · files as HSG Holding Ltd
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 1470766

HSG Holding reported 20 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PDD (72.3%), FUTU (5.8%) and PONY (4.4%). Compared with Q1 2026, the fund opened new positions in GYRE and YMT and sold out of BULL and YMT.

Reported value$1.2B−26.1% vs last quarter
Stocks held202 new · 2 sold out
Top 5 weight88.3%very concentrated
Turnover7%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PDD
Pdd Holdings Inc
$866M72.3%11.3MNo change8 of 8
2
FUTU
Futu Hldgs Ltd
$69.4M5.8%740KNo change8 of 8
3
PONY
Pony AI Inc
$52.4M4.4%7.5MNo change4 of 8
4
CRCL
Circle Internet Group Inc
$41.9M3.5%669KNo change3 of 8
5
BEKE
KE Hldgs Inc
$28.2M2.4%1.9MNo change8 of 8
6
GYRE
Gyre Therapeutics Inc
$24.7M2.1%3.8MNew position1 of 8
7
BZ
Kanzhun Limited
$24.5M2.0%1.9MNo change8 of 8
8
AVBP
Arrivent Biopharma Inc
$23M1.9%663KNo change8 of 8
9
DDL
Dingdong Cayman Ltd F
$19.5M1.6%10.1MNo change8 of 8
10
GPCR
Structure Therapeutics Inc
$14.3M1.2%266KNo change8 of 8
🔒 10 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
BULL
Webull Corp
$55.2M7.1M
YMT
Yimutian Inc
$544K3.4M

Reported value

last 8 quarters
$2.6BQ3 '24
$2.4BQ4 '24
$1.7BQ1 '25
$1.9BQ2 '25
$1.9BQ3 '25
$1.9BQ4 '25
$1.6BQ1 '26
$1.2BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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HSG Holding 13F FAQ

What does HSG Holding own?

HSG Holding reported 20 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PDD (72.3%), FUTU (5.8%) and PONY (4.4%). The table above lists every position in the filing (the top 10 without an account).

What did HSG Holding buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 0 added to, 0 trimmed and 2 sold out. New positions include GYRE and YMT. It sold all of BULL and YMT.

When will HSG Holding file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is HSG Holding's portfolio worth?

The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.