§ 13F · FUND PROFILE
Shengqi Capital (Hong Kong) Ltd.
AUM · $484M (13F)Positions · 12Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$188M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 190K | $219M | 45.3% | −5% |
| 2 | QCOM | QCOM | 498K | $92M | 19.0% | NEW |
| 3 | QCOM | QCOM | 412K | $76M | 15.8% | — |
| 4 | DRAM | ROUNDHILL ETF TRUST | 520K | $38M | 7.9% | NEW |
| 5 | META | META PLATFORMS INC | 40K | $23M | 4.7% | NEW |
| 6 | MSFT | MICROSOFT CORP | 32K | $12M | 2.5% | NEW |
| 7 | GOOGL | ALPHABET INC | 33K | $12M | 2.4% | NEW |
| 8 | SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | 67K | $11M | 2.4% | NEW |
| 9 | GOOG | ALPHABET INC | 100 | $35K | 0.0% | −50% |
| 10 | TQQQ | PROSHARES TR | 200 | $16K | 0.0% | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHENGQI SIGNAL
AC read
Shengqi Capital (Hong Kong) Ltd is a Other fund managing $484 million in assets. The fund runs a focused portfolio of just 12 positions.
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