Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MUMicron Technology Inc | $219.3M | 65.7% | −5.0% |
| QCOMQcom | $76.2M | 22.8% | New |
| DRAMRoundhill Etf Trust | $38.4M | 11.5% | New |
| GOOGAlphabet Inc | $35K | 0.0% | |
| TQQQProshares Tr | $16K | 0.0% | |
| IBITIshares Bitcoin Trust Etf | $3,329 | 0.0% | |
| Greenland Mines LtdCUSIP 49876K103 | $26 | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TQQQProshares Tr | March 31, 2026 | +94.3% | $16K |
| GOOGAlphabet Inc | March 31, 2026 | +23.2% | $35K |
| IBITIshares Bitcoin Trust Etf | March 31, 2026 | −13.4% | $3,329 |
| Greenland Mines LtdCUSIP 49876K103 | March 31, 2026 | −21.2% | $26 |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| December 31, 2025 | −16.1% | +2.4% |
| June 30, 2025 | −10.3% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | +15.5% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Shengqi Capital (Hong Kong) Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2040405&type=13F-HR&dateb=&owner=include&count=40CIK 2040405
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2040405/000204040526000011/Filed July 27, 2026 · accession 0002040405-26-000011