Yong Rong (HK) Asset Management
Yong Rong (HK) Asset Management reported 7 stocks worth $117M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are TSM (63.2%), CRCL (14.2%) and PDD (11.1%). Compared with Q1 2026, the fund opened new positions in TSM, GDX and POET, added to PDD, trimmed CRCL and sold out of MU, KORU and SUPX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $74M | 63.2% | 155K | New position | 1 of 8 | |
| 2 |  CRCL Circle Internet Group Inc | $16.6M | 14.2% | 266K | −887K (−77%) | 5 of 8 | |
| 3 |  PDD Pdd Holdings Inc | $13M | 11.1% | 170K | +120K (+240%) | 6 of 8 | |
| 4 |  GDX Vaneck ETF Trust | $7.5M | 6.4% | 100K | New position | 7 of 8 | |
| 5 |  EPOW Sunrise New Energy Co Ltd O | $4.3M | 3.6% | 7M | No change | 3 of 8 | |
| 6 |  ISPR Ispire Technology Inc | $1.7M | 1.4% | 1.5M | No change | 8 of 8 | |
| 7 |  POET Poet Technologies Inc | $2K | 0.0% | 100 | New position | 1 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.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 F Ford Mtr Co | Call | $455K | 122K | +121,647 |
 NVDA Nvidia Corporation | Call | $292K | 11K | +11,000 |
PDD Pdd Holdings Inc | Call | $288K | 41K | +40,000 |
 GOOG Alphabet Inc | Call | $220K | 10K | +10,000 |
 COIN Coinbase Global Inc | Call | $100K | 10K | +10,000 |
🔒 Free account: see all 8.
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 | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Yong Rong (HK) Asset Management 13F FAQ
What does Yong Rong (HK) Asset Management own?
Yong Rong (HK) Asset Management reported 7 stocks worth $117M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are TSM (63.2%), CRCL (14.2%) and PDD (11.1%). The table above lists every position in the filing (the top 10 without an account).
What did Yong Rong (HK) Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 1 added to, 1 trimmed and 4 sold out. New positions include TSM, GDX and POET. It sold all of MU, KORU and SUPX.
When will Yong Rong (HK) Asset Management 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 Yong Rong (HK) Asset Management's portfolio worth?
The Q2 2026 filing reports $117M in US stocks ($119M 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.