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Portfolio (Quarterly) Guide ↗

Yong Rong (HK) Asset Management Ltd

· CIK 0001738071
13F Portfolio $330M AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRCL CIRCLE INTERNET GROUP INC Financial Services 994,200.0 $78.8M 23.91% NEW $79.30 +27.9%
2 GOOG ALPHABET INC Communication Services 149,800.0 $47.0M 14.25% NEW $313.81 +22.4%
3 SUPX JUNEE LIMITED Technology 2,748,088.0 $43.1M 13.06% NEW $15.68 -33.7%
4 WEBULL CORP 5,000,000.0 $38.9M 11.78% NEW $7.77
5 ETHA ISHARES ETHEREUM TR Financial Services 1,467,100.0 $32.9M 9.98% NEW $22.43 -33.3%
6 XPEV XPENG INC Consumer Cyclical 1,588,000.0 $32.2M 9.77% NEW $20.28 -17.3%
7 SIL GLOBAL X FDS 120,000.0 $10.0M 3.04% NEW $83.53 +4.9%
8 RBRK RUBRIK INC. Technology 100,000.0 $7.6M 2.32% NEW $76.48 -12.7%
9 SUNRISE NEW ENERGY CO LTD 7,000,000.0 $6.9M 2.08% NEW $0.98
10 SANDISK CORP 25,000.0 $5.9M 1.80% NEW $237.40
11 PDD PINDUODUO INC Consumer Cyclical 50,000.0 $5.7M 1.72% NEW $113.40 -25.7%
12 GDX VANECK VECTORS ETF TR 50,000.0 $4.3M 1.30% NEW $85.78 -1.6%
13 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 1,504,147.0 $4.2M 1.28% NEW $2.80 -33.6%
14 XME SPDR SER TR 30,000.0 $3.1M 0.94% NEW $103.63 +17.7%
15 BCI ABRDN ETFS 150,000.0 $2.9M 0.89% NEW $19.53 +25.1%
16 XLE SELECT SECTOR SPDR TR 60,000.0 $2.7M 0.81% NEW $44.72 +28.7%
17 ACMR ACM RESH INC Technology 60,000.0 $2.4M 0.72% NEW $39.45 +123.4%
18 PUT APPLOVIN CORP 2,000.0 $1.1M 0.35% NEW $570.00
19 CALL ISHARES ETHEREUM TR 20,000.0 $20K 0.01% NEW $1.00
20 CALL ISHARES BITCOIN TRUST ETF 10,000.0 $10K 0.00% NEW $1.00
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.0%
Technology 20.9%
Communication Services 18.5%
Consumer Cyclical 14.9%
Consumer Defensive 1.7%