YC
Yunqi Capital Ltd
13F filer · CIK 0001912273Reported Aug 5, 2026
Net buyer this quarter
13F portfolio value$125MU.S. long equity reported on 13F
Positions41 new · 1 closed
Net flow last quarter+$6.15MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 5, 20264 positions | |||||
| $93.4M | 74.80% | 6.54% | Not reported | Q2 2023 | |
| $14.5M | 11.57% | 0.63% | Not reported | Q4 2022 | |
| $13.2M | 10.55% | 1.47% | New | Q2 2026 | |
| $3.85M | 3.08% | 0.28% | -51.9% | Q3 2025 | |
| Q1 2026Reported May 11, 20264 positions | |||||
| $60.9M | 65.92% | 6.58% | +29.9% | Q2 2023 | |
| $20.5M | 22.16% | 0.63% | Not reported | Q4 2022 | |
| $7.1M | 7.68% | 0.57% | Not reported | Q3 2025 | |
| $3.92M | 4.24% | 0.10% | Not reported | Q4 2025 | |
| Q4 2025Reported Feb 10, 20266 positions | |||||
| $57.9M | 46.16% | 5.04% | +0.3% | Q2 2023 | |
| $28M | 22.35% | 0.63% | Not reported | Q4 2022 | |
| $21M | 16.74% | 0.00% | +27.8% | Q2 2023 | |
| $8.16M | 6.51% | 0.57% | +33.2% | Q3 2025 | |
| $6.02M | 4.80% | 0.10% | New | Q4 2025 | |
| $4.31M | 3.44% | Not reported | New | Q4 2025 | |
| Q3 2025Reported Nov 21, 20256 positions | |||||
| $67.2M | 39.30% | 5.03% | +3.7% | Q2 2023 | |
| $44.5M | 26.01% | 0.63% | +8.4% | Q4 2022 | |
| $30.8M | 18.04% | 0.38% | +4.6% | Q4 2021 | |
| $19.1M | 11.20% | 0.00% | +37.9% | Q2 2023 | |
| $5.75M | 3.36% | 0.40% | New | Q3 2025 | |
| $3.57M | 2.09% | 0.00% | Not reported | Q4 2021 | |
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