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Yunqi Capital Ltd

Q4 2025 · Filed 2026-02-10
Market Value
$97M
-23.0%
Holdings
7
+1
New Purchases
2
Added To
3
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
57.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PDD 21.56% 15.13% +6.42% $21M
STAA 59.45% 53.11% +6.34% $58M
PONY 6.18% 0.00% +6.18% $6M
XPEV 4.43% 0.00% +4.43% $4M
API 8.38% 4.55% +3.84% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QFIN 0.00% 24.38% -24.38% $0
BABA 0.00% 2.83% -2.83% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0.0%
Large Cap 2 $25M 26.0%
Mid Cap 1 $6M 6.2%
Small Cap 3 $66M 67.8%

Portfolio Analytics

Avg Market Cap
$65.6B
Median Market Cap
$3.1B
Avg P/E
11.7
Median P/E
5.9
Avg Dividend Yield
0.02%
Avg Beta
1.17
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 STAA 59.45% 2,507,130 $58M $23.09 -$9M +7,069 +0.3%
2 PDD 21.56% 185,100 $21M $113.39 $2M +40,300 +27.8%
3 API 8.38% 2,005,300 $8M $4.07 $2M +500,000 +33.2%
4 PONY 6.18% 415,000 $6M $14.50 +415,000 NEW
5 XPEV 4.43% 212,600 $4M $20.28 +212,600 NEW
6 QFIN —% -$31M -1,071,630 -100.0% SOLD
7 BABA —% -$4M -20,000 -100.0% SOLD

New Positions

SymbolValue% Port
PONY $6M 6.18%
XPEV $4M 4.43%

Sold Out Positions

SymbolValue% Port
QFIN —%
BABA —%
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