Shengqi Capital (Hong Kong) Ltd

CIK 0002040405 · HONG KONG, null · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Shengqi Capital (Hong Kong) Ltd reported 12 positions worth $483.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: MU (45.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$483.7M
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
2026 Q2
10 / 12 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCSH$219.3M45.34%190,000
2QCOMQCOMCALL$92.0M19.03%498,100
3QCOMQCOMSH$76.2M15.76%412,481
4DRAMROUNDHILL ETF TRUSTSH$38.4M7.94%520,000
5METAMETA PLATFORMS INCPUT$22.5M4.66%40,000
6MSFTMICROSOFT CORPPUT$11.9M2.47%32,000
7GOOGLALPHABET INCPUT$11.8M2.44%33,000
8SPCXSPACE EXPLORATION TECHNOLOGIES CORPPUT$11.4M2.37%67,000
9GOOGALPHABET INCSH$35.3K0.01%100
10TQQQPROSHARES TRSH$16.2K0.00%200

The free plan shows the top 10 positions. The remaining 2 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Shengqi Capital (Hong Kong) Ltd hold as of Q2 2026?

Shengqi Capital (Hong Kong) Ltd reported 12 positions worth $483.7M in its Q2 2026 13F filing. Largest positions: MU (45.3%), QCOM (19.0%), QCOM (15.8%), DRAM (7.9%) and META (4.7%).

What did Shengqi Capital (Hong Kong) Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Shengqi Capital (Hong Kong) Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.