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Yunqi Capital Ltd

Q2 2025 · Filed 2025-08-07
Market Value
$112M
+39.0%
Holdings
5
+1
New Purchases
2
Added To
2
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
60.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FUTU 14.35% 0.00% +14.35% $16M
PDD 9.82% 0.00% +9.82% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
YMM 0.00% 17.19% -17.19% $0
STAA 36.14% 42.41% -6.26% $40M
QFIN 39.69% 40.40% -0.71% $44M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $27M 24.2%
Mid Cap 1 $0 0.0%
Small Cap 2 $85M 75.8%

Portfolio Analytics

Avg Market Cap
$31.8B
Median Market Cap
$8.7B
Avg P/E
8.2
Median P/E
8.9
Avg Dividend Yield
0.04%
Avg Beta
0.52
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QFIN 39.69% 1,024,630 $44M $43.36 $12M +300,000 +41.4%
2 STAA 36.14% 2,411,288 $40M $16.78 $6M +473,699 +24.4%
3 FUTU 14.35% 130,000 $16M $123.59 +130,000 NEW
4 PDD 9.82% 105,000 $11M $104.66 +105,000 NEW
5 YMM —% -$14M -1,084,500 -100.0% SOLD

New Positions

SymbolValue% Port
FUTU $16M 14.35%
PDD $11M 9.82%

Sold Out Positions

SymbolValue% Port
YMM —%
View SEC EDGAR Filings for Yunqi Capital Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms