Yunqi Capital
Yunqi Capital reported 4 stocks worth $125M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are STAA (74.8%), LU (11.6%) and PSIX (10.6%). Compared with Q1 2026, the fund opened new positions in PSIX, trimmed API and sold out of PONY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  STAA Staar Surgical Co | $93.4M | 74.8% | 3.3M | No change | 8 of 8 | |
| 2 |  LU Lufax Holding Ltd | $14.5M | 11.6% | 11M | No change | 8 of 8 | |
| 3 |  PSIX Power Solutions Intl Inc | $13.2M | 10.6% | 339K | New position | 1 of 8 | |
| 4 |  API Agora Inc | $3.8M | 3.1% | 964K | −1M (−52%) | 4 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 PONY Pony AI Inc | $3.9M | 415K |
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 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Yunqi Capital 13F FAQ
What does Yunqi Capital own?
Yunqi Capital reported 4 stocks worth $125M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are STAA (74.8%), LU (11.6%) and PSIX (10.6%). The table above lists every position in the filing (the top 10 without an account).
What did Yunqi Capital buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 0 added to, 1 trimmed and 1 sold out. New positions include PSIX. It sold all of PONY.
When will Yunqi Capital 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 Yunqi Capital's portfolio worth?
The Q2 2026 filing reports $125M 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.