Shengqi Capital (Hong Kong)
Shengqi Capital (Hong Kong) reported 7 stocks worth $334M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are MU (65.7%), QCOM (22.8%) and DRAM (11.5%). Compared with Q1 2026, the fund opened new positions in QCOM and DRAM and trimmed MU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $219M | 65.7% | 190K | −10K (−5%) | 2 of 8 | |
| 2 |  QCOM Qualcomm Inc | $76.2M | 22.8% | 412K | New position | 1 of 8 | |
| 3 |  DRAM Roundhill ETF Trust | $38.4M | 11.5% | 520K | New position | 1 of 8 | |
| 4 |  GOOG Alphabet Inc | $35K | 0.0% | 100 | No change | 2 of 8 | |
| 5 |  TQQQ Proshares TR | $16K | 0.0% | 200 | No change | 3 of 8 | |
| 6 |  IBIT Ishares Bitcoin Trust ETF | $3K | 0.0% | 100 | No change | 3 of 8 | |
| 7 | KLOTHO NEUROSCIENCES INC | $26 | 0.0% | 100 | No change | 3 of 8 |
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.
Options
valued at the underlying shares
Reported value
last 8 quartersThe 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| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shengqi Capital (Hong Kong) 13F FAQ
What does Shengqi Capital (Hong Kong) own?
Shengqi Capital (Hong Kong) reported 7 stocks worth $334M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are MU (65.7%), QCOM (22.8%) and DRAM (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Shengqi Capital (Hong Kong) buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 0 added to, 1 trimmed and 0 sold out. New positions include QCOM and DRAM.
When will Shengqi Capital (Hong Kong) 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 Shengqi Capital (Hong Kong)'s portfolio worth?
The Q2 2026 filing reports $334M in US stocks ($484M including options). 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.