Q Fund Management (Hong Kong) Ltd

13F filer · CIK 0002078832

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$110MU.S. long equity reported on 13F

Positions2310 new · 6 closed

Net flow last quarter+$38.9MBuys minus sells

Top 10 positions weight95.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202623 positions
MRVLMarvell Technology, Inc.	$19.5M	17.78%	0.01%	Not reported	Q3 2025
INTCIntel Corp	$16.3M	14.89%	0.00%	+367.4%	Q4 2025
SNDKSandisk Corp	$15M	13.70%	0.00%	-35.9%	Q4 2025
ALABAstera Labs, Inc.	$13.8M	12.57%	0.02%	New	Q2 2026
MUMicron Technology Inc	$12.2M	11.17%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$11.1M	10.13%	0.00%	New	Q2 2026
BEBloom Energy Corp	$8.26M	7.54%	0.01%	+534.9%	Q1 2026
AMATApplied Materials Inc	$6.07M	5.54%	0.00%	New	Q2 2026
MPTIM-tron Industries, Inc.	$992K	0.91%	0.23%	New	Q2 2026
TWLOTwilio Inc	$858K	0.78%	0.00%	New	Q2 2026
LITELumentum Holdings Inc.	$807K	0.74%	0.00%	-94.7%	Q1 2026
GOOGAlphabet Inc.	$707K	0.65%	Not reported	Not reported	Q4 2025
PDDPDD Holdings Inc.	$343K	0.31%	0.00%	+12.5%	Q4 2025
OXYOccidental Petroleum Corp	$291K	0.27%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$289K	0.26%	0.00%	Not reported	Q4 2025
NKENIKE, Inc.	$123K	0.11%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$119K	0.11%	0.00%	-50.0%	Q1 2025
LULUlululemon athletica inc.	$91.3K	0.08%	0.00%	+300.0%	Q1 2026
GOOGLAlphabet Inc.	$71.5K	0.07%	0.00%	-92.0%	Q1 2025
ADBEAdobe Inc.	$41K	0.04%	0.00%	New	Q2 2026
DEODiageo PLC	$40.2K	0.04%	0.00%	Not reported	Q4 2025
MSFTMicrosoft Corp	$37.3K	0.03%	0.00%	Not reported	Q4 2024
DPZDominos Pizza Inc	$29.6K	0.03%	0.00%	New	Q2 2026
Q1 2026Reported Apr 29, 202619 positions
LITELumentum Holdings Inc.	$12.5M	30.00%	0.02%	New	Q1 2026
AXTIAxt Inc	$7.08M	16.98%	0.22%	New	Q1 2026
TSEMTower Semiconductor Ltd	$7.05M	16.92%	0.04%	New	Q1 2026
SNDKSandisk Corp	$6.54M	15.69%	0.01%	-66.7%	Q4 2025
INTCIntel Corp	$1.1M	2.65%	0.00%	-88.0%	Q4 2025
GOOGLAlphabet Inc.	$719K	1.72%	0.00%	-41.9%	Q1 2025
AAOIApplied Optoelectronics, Inc.	$677K	1.62%	0.01%	New	Q1 2026
BEBloom Energy Corp	$583K	1.40%	0.00%	New	Q1 2026
WULFTerawulf Inc.	$548K	1.31%	0.01%	+58.3%	Q4 2025
TPLTexas Pacific Land Corp	$475K	1.14%	0.00%	New	Q1 2026
PDDPDD Holdings Inc.	$409K	0.98%	0.00%	+60.0%	Q4 2025
OXYOccidental Petroleum Corp	$390K	0.94%	0.00%	Not reported	Q4 2024
SOLSSolstice Advanced Materials Inc.	$381K	0.91%	0.00%	New	Q1 2026
UBERUber Technologies, Inc	$288K	0.69%	0.00%	+33.3%	Q4 2025
AMZNAmazon Com Inc	$208K	0.50%	0.00%	-50.0%	Q1 2025
NKENIKE, Inc.	$158K	0.38%	0.00%	Not reported	Q4 2024
DEODiageo PLC	$37.2K	0.09%	0.00%	Not reported	Q4 2025
MSFTMicrosoft Corp	$37K	0.09%	0.00%	Not reported	Q4 2024
LULUlululemon athletica inc.	$30.6K	0.07%	0.00%	New	Q1 2026
Q4 2025Reported Jan 14, 202630 positions
GOOGAlphabet Inc.	$22.9M	21.47%	Not reported	New	Q4 2025
TSLATesla, Inc.	$14.7M	13.81%	0.00%	-31.3%	Q4 2024
COHRCoherent Corp.	$11M	10.36%	0.04%	New	Q4 2025
HOODRobinhood Markets, Inc.	$9.54M	8.96%	0.04%	-38.4%	Q1 2025
MUMicron Technology Inc	$8.88M	8.33%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$7.67M	7.20%	0.00%	New	Q4 2025
SNDKSandisk Corp	$7.34M	6.89%	0.02%	New	Q4 2025
AFRMAffirm Holdings, Inc.	$6.42M	6.02%	0.15%	Not reported	Q1 2025
IBITiShares Bitcoin Trust ETF	$2.58M	2.42%	0.00%	-82.1%	Q4 2024
GOOGLAlphabet Inc.	$1.35M	1.26%	0.00%	+7.5%	Q1 2025
DQDaqo New Energy Corp.	$1.19M	1.12%	0.01%	+0.9%	Q4 2024
UNHUnitedhealth Group Inc	$875K	0.82%	0.00%	New	Q4 2025
HODLVanEck Bitcoin ETF	$791K	0.74%	0.05%	Not reported	Q4 2024
ETHWBitwise Ethereum ETF	$744K	0.70%	0.22%	Not reported	Q4 2024
ARKBArk 21Shares Bitcoin ETF	$697K	0.65%	0.02%	Not reported	Q4 2024
RDDTReddit, Inc.	$621K	0.58%	Not reported	New	Q4 2025
SNOWSnowflake Inc.	$614K	0.58%	0.00%	Not reported	Q2 2025
MDBMongoDB, Inc.	$567K	0.53%	0.00%	New	Q4 2025
EQTEQT Corp	$536K	0.50%	0.00%	New	Q4 2025
APPAppLovin Corp	$532K	0.50%	0.00%	-21.0%	Q4 2024
ETHGrayscale Ethereum Staking Mini ETF	$505K	0.47%	0.02%	-14.3%	Q4 2024
METAMeta Platforms, Inc.	$462K	0.43%	Not reported	Not reported	Q1 2025
AMZNAmazon Com Inc	$462K	0.43%	0.00%	Not reported	Q1 2025
IEIvanhoe Electric Inc.	$400K	0.38%	0.02%	New	Q4 2025
PDDPDD Holdings Inc.	$283K	0.27%	0.00%	New	Q4 2025
WULFTerawulf Inc.	$276K	0.26%	0.01%	New	Q4 2025
OXYOccidental Petroleum Corp	$247K	0.23%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$245K	0.23%	0.00%	New	Q4 2025
NKENIKE, Inc.	$191K	0.18%	0.00%	Not reported	Q4 2024
DEODiageo PLC	$43.1K	0.04%	0.00%	New	Q4 2025
Q3 2025Reported Nov 4, 202521 positions
TSLATesla, Inc.	$21.2M	14.69%	0.00%	-2.7%	Q4 2024
HOODRobinhood Markets, Inc.	$19.6M	13.61%	0.06%	-36.8%	Q1 2025
IBITiShares Bitcoin Trust ETF	$18.8M	13.08%	0.02%	-1.4%	Q4 2024
CRWVCoreWeave, Inc.	$18.6M	12.93%	Not reported	New	Q3 2025
MRVLMarvell Technology, Inc.	$12.5M	8.67%	0.02%	New	Q3 2025
COINCoinbase Global, Inc.	$10.5M	7.31%	0.01%	New	Q3 2025
ORCLOracle Corp	$7.61M	5.28%	0.00%	New	Q3 2025
SHOPShopify Inc.	$6.95M	4.83%	0.01%	New	Q3 2025
OPENOpendoor Technologies Inc.	$6.46M	4.48%	0.11%	New	Q3 2025
OSCROscar Health, Inc.	$5.94M	4.12%	Not reported	New	Q3 2025
DQDaqo New Energy Corp.	$1.13M	0.78%	0.01%	+8.8%	Q4 2024
ETHWBitwise Ethereum ETF	$1.04M	0.72%	0.21%	Not reported	Q4 2024
HODLVanEck Bitcoin ETF	$1.04M	0.72%	0.05%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$972K	0.67%	0.00%	Not reported	Q1 2025
ARKBArk 21Shares Bitcoin ETF	$912K	0.63%	0.02%	Not reported	Q4 2024
ETHGrayscale Ethereum Staking Mini ETF	$823K	0.57%	0.03%	Not reported	Q4 2024
APPAppLovin Corp	$719K	0.50%	0.00%	Not reported	Q4 2024
FROGJFrog Ltd	$426K	0.30%	0.01%	Not reported	Q1 2025
OXYOccidental Petroleum Corp	$284K	0.20%	0.00%	Not reported	Q4 2024
BITBBitwise Bitcoin ETF	$274K	0.19%	0.01%	Not reported	Q4 2024
NKENIKE, Inc.	$209K	0.15%	0.00%	Not reported	Q4 2024

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