Yong Rong (HK) Asset Management Ltd
Net seller this quarter
$119M
5
-$190M
88.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $74M | 62.40% | 0.00% | Not reported | Q1 2019 |
 CRCL | $16.6M | 14.03% | Not reported | -77.0% | Q2 2025 |
 PDD | $13M | 10.93% | 0.00% | +240.0% | Q3 2018 |
 ISPR | $1.69M | 1.42% | 2.61% | 0.0% | Q2 2023 |
 POET | $2K | 0.00% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| CRCL | $110M | 48.46% | Not reported | +16.0% | Q2 2025 |
 MU | $45.6M | 20.08% | 0.01% | Not reported | Q1 2018 |
 SUPX | $17.1M | 7.54% | 9.65% | -22.1% | Q1 2025 |
 SNDK | $12.6M | 5.57% | 0.01% | -20.4% | Q4 2025 |
| PDD | $5.11M | 2.25% | 0.00% | Not reported | Q3 2018 |
| ISPR | $2.77M | 1.22% | 2.62% | 0.0% | Q2 2023 |
| Q4 2025 | |||||
| CRCL | $78.8M | 23.90% | Not reported | +311.7% | Q2 2025 |
 GOOG | $47M | 14.25% | Not reported | -25.1% | Q3 2025 |
| SUPX | $43.1M | 13.07% | 12.40% | +11.3% | Q1 2025 |
 BULL | $38.9M | 11.78% | Not reported | New | Q4 2025 |
 ETHA | $32.9M | 9.98% | 0.28% | -9.2% | Q2 2025 |
 XPEV | $32.2M | 9.76% | Not reported | Not reported | Q4 2021 |
 SIL | $10M | 3.04% | Not reported | Not reported | Q3 2025 |
 RBRK | $7.65M | 2.32% | Not reported | -66.7% | Q1 2025 |
| SNDK | $5.94M | 1.80% | 0.02% | New | Q4 2025 |
| PDD | $5.67M | 1.72% | 0.00% | Not reported | Q3 2018 |
| ISPR | $4.21M | 1.28% | 2.63% | Not reported | Q2 2023 |
 ACMR | $2.37M | 0.72% | 0.14% | Not reported | Q3 2023 |
| Q3 2025 | |||||
| SUPX | $159M | 32.63% | 11.14% | +229.3% | Q1 2025 |
 NVDA | $56M | 11.46% | 0.00% | -32.0% | Q2 2022 |
| ETHA | $50.9M | 10.42% | 0.40% | +102.9% | Q2 2025 |
| GOOG | $48.7M | 9.97% | Not reported | New | Q3 2025 |
 PYPL | $32.1M | 6.56% | 0.05% | New | Q3 2025 |
| CRCL | $32M | 6.56% | Not reported | +119.6% | Q2 2025 |
| RBRK | $24.7M | 5.05% | Not reported | +139.4% | Q1 2025 |
 UBER | $9.41M | 1.93% | 0.00% | Not reported | Q4 2019 |
| SIL | $8.6M | 1.76% | Not reported | New | Q3 2025 |
 U | $8.01M | 1.64% | 0.05% | Not reported | Q2 2022 |
| ISPR | $3.85M | 0.79% | 2.63% | Not reported | Q2 2023 |
 SMMT | $2.07M | 0.42% | 0.01% | New | Q3 2025 |