1y return−9.4%S&P 500 +20.9%
3y return+44.7%S&P 500 +68.5%
5y return+42.1%S&P 500 +74.5%
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.
$100 invested in its stock picks
Since December 31, 2017: $222 against $280 in the S&P 500.2
Yong Rong (HK) Asset Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSMTaiwan Semiconductor Mfg Ltd | $74.0M | 63.2% | New |
| CRCLCircle Internet Group Inc | $16.6M | 14.2% | −77.0% |
| PDDPinduoduo Inc | $13.0M | 11.1% | +240.0% |
| GDXVaneck Vectors Etf Tr | $7.5M | 6.4% | New |
| Sunrise New Energy Co LtdCUSIP G3932F106 | $4.3M | 3.6% | |
| ISPRIspire Technology Inc | $1.7M | 1.4% | |
| POETPoet Technologies Inc | $2,000 | 0.0% | New |
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 |
|---|---|---|---|
| PDDPinduoduo Inc | December 31, 2025 | −32.7% | $13.0M |
| CRCLCircle Internet Group Inc | June 30, 2025 | −65.5% | $16.6M |
| ISPRIspire Technology Inc | June 30, 2023 | −87.7% | $1.7M |
Sold off last quarter
- MUMicron Technology Inc was $46K
- KORUDirexion Shares Etf Trust was $20K
- Superx Ai Technology LtdCUSIP G5294K110 was $17K
- SNDKSandisk Corp was $13K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −3.5% | +14.8% |
| March 31, 2026 | −9.5% | −4.6% |
| December 31, 2025 | −12.4% | +2.4% |
| September 30, 2025 | +18.4% | +7.8% |
| June 30, 2025 | +48.2% | +10.5% |
| March 31, 2025 | −21.4% | −4.6% |
| December 31, 2024 | +16.2% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +6.5% | +4.0% |
| March 31, 2024 | −5.6% | +10.0% |
| December 31, 2023 | +19.6% | +11.2% |
| September 30, 2023 | −7.2% | −3.6% |
| June 30, 2023 | +8.3% | +8.3% |
| March 31, 2023 | +54.1% | +7.0% |
| December 31, 2022 | +17.8% | +7.1% |
| September 30, 2022 | −12.0% | −5.3% |
| June 30, 2022 | +7.4% | −16.5% |
| March 31, 2022 | −25.0% | −4.9% |
| December 31, 2021 | −5.3% | +10.7% |
| September 30, 2021 | −25.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Yong Rong (HK) Asset Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1738071&type=13F-HR&dateb=&owner=include&count=40CIK 1738071
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1738071/000173807126000007/Filed August 6, 2026 · accession 0001738071-26-000007