本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Shengqi Capital (Hong Kong) Ltd (CIK 2040405) reported $483.7M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($219.3M, 45.34%), QCOM ($168.3M, 34.78%), DRAM ($38.4M, 7.94%), META ($22.5M, 4.66%), MSFT ($11.9M, 2.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $219.3M | 45.34% | 190,000 | Trimmed |
| 2 | QCOM | QCOM | $168.3M | 34.78% | 910,581 | New |
| 3 | DRAM | ROUNDHILL ETF TRUST | $38.4M | 7.94% | 520,000 | New |
| 4 | META | META PLATFORMS INC | $22.5M | 4.66% | 40,000 | New |
| 5 | MSFT | MICROSOFT CORP | $11.9M | 2.47% | 32,000 | New |
| 6 | GOOGL | ALPHABET INC | $11.8M | 2.44% | 33,000 | New |
| 7 | SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $11.4M | 2.37% | 67,000 | New |
| 8 | GOOG | ALPHABET INC | $35,333 | 0.01% | 100 | Hold |
| 9 | GRML | GREENLAND MINES LTD | $26 | 0.00% | 100 | Hold |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | $3,329 | 0.00% | 100 | Hold |
| 11 | TQQQ | PROSHARES TR | $16,200 | 0.00% | 200 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30