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
Yong Rong (HK) Asset Management Ltd (CIK 1738071) reported $118.6M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($74.0M, 62.40%), CRCL ($16.6M, 14.03%), PDD ($13.0M, 10.93%), GDX ($7.5M, 6.36%), EPOW ($4.3M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $74.0M | 62.40% | 155,000 | New |
| 2 | CRCL | CIRCLE INTERNET GROUP INC | $16.6M | 14.03% | 265,700 | Trimmed |
| 3 | PDD | PINDUODUO INC | $13.0M | 10.93% | 170,000 | Added |
| 4 | GDX | VANECK VECTORS ETF TR | $7.5M | 6.36% | 100,000 | New |
| 5 | EPOW | SUNRISE NEW ENERGY CO LTD | $4.3M | 3.60% | 7.0M | Hold |
| 6 | ISPR | ISPIRE TECHNOLOGY INC | $1.7M | 1.42% | 1.5M | Added |
| 7 | FPRD | FORD MTR CO | $455,000 | 0.38% | 121,647 | New |
| 8 | NVDA | NVIDIA CORPORATION | $292,000 | 0.25% | 11,000 | New |
| 9 | PDD | PINDUODUO INC | $288,000 | 0.24% | 41,000 | Added |
| 10 | GOOGN | ALPHABET INC | $220,000 | 0.19% | 10,000 | New |
| 11 | COIN | COINBASE GLOBAL INC | $100,000 | 0.08% | 10,000 | New |
| 12 | BABA | ALIBABA GROUP HLDG LTD | $76,000 | 0.06% | 9,148 | New |
| 13 | CRCL | CIRCLE INTERNET GROUP INC | $50,000 | 0.04% | 5,000 | Added |
| 14 | STRK | STRATEGY INC | $10,000 | 0.01% | 5,000 | New |
| 15 | KORU | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | Exited |
| 16 | MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 17 | POET | POET TECHNOLOGIES INC | $2,000 | 0.00% | 100 | New |
| 18 | SNDK | SANDISK CORP | $0 | 0.00% | 0 | Exited |
| 19 | SUPX | SUPERX AI TECHNOLOGY LTD | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30