SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Yong Rong (HK) Asset Management Ltd

CIK 0001738071 · UNIT 1702, 17/F, INFINITUS PLAZA, 199 DES VOEUX ROAD CENTRAL, SHEUNG WAN, K3, 000000 · 85236203247

Reported Value
$330M
Q4 2025
Positions
23
Filings on Record
30
2019–present window
Filed
Jan 30, 2026
original filing

Summary

Yong Rong (Hk) Asset Management Ltd reported $330M in U.S.-listed holdings across 23 positions for Q4 2025.

The portfolio is heavily concentrated: CRCL alone accounts for 23.9% of reported value.

Compared with Q3 2025, the fund opened 12 new positions and exited 10.

Portfolio Metrics

Turnover
+36.9%
vs prior filed quarter
Top-10 Concentration
+92.0%
share of reported value
Largest Position
+23.9%
Circle Internet
New / Exited
12 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $148MQ4 ’18Q1 ’19: $325MQ2 ’19: $69MQ3 ’19: $82MQ4 ’19: $75MQ4 ’19Q1 ’20: $61MQ2 ’20: $114MQ3 ’20: $147MQ4 ’20: $371MQ4 ’20Q1 ’21: $365MQ2 ’21: $402MQ3 ’21: $153MQ4 ’21: $127MQ4 ’21Q1 ’22: $71MQ2 ’22: $128MQ3 ’22: $31MQ1 ’23: $178MQ1 ’23Q2 ’23: $228MQ3 ’23: $109MQ4 ’23: $266MQ1 ’24: $376MQ1 ’24Q2 ’24: $291MQ3 ’24: $346MQ4 ’24: $231MQ1 ’25: $430MQ1 ’25Q2 ’25: $415MQ3 ’25: $488MQ4 ’25: $330MQ1 ’26: $227MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 56.1%ETP: 17.0%Other: 15.5%ADR: 11.5%
  • Common Stock · 56.1% · $185M
  • ETP · 17.0% · $56M
  • Other · 15.5% · $51M
  • ADR · 11.5% · $38M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BULLWEBULL CORPNEW+5.00M5.00M+$39M$39M
XPEVXPENG INCNEW+1.59M1.59M+$32M$32M
SUNRISE NEW ENERGY CO LTDNEW+7.00M7.00M+$7M$7M
SNDKSANDISK CORPNEW+25.0K25.0K+$6M$6M
PDDPINDUODUO INCNEW+50.0K50.0K+$6M$6M
XMESPDR SER TRNEW+30.0K30.0K+$3M$3M
BCIABRDN ETFSNEW+150.0K150.0K+$3M$3M
XLESELECT SECTOR SPDR TRNEW+60.0K60.0K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

17 positions
#IssuerClass% PortfolioValueShares
1CRCLCIRCLE INTERNET GROUP INChistory →COM CL A23.90%$79M994.2K
2GOOGALPHABET INChistory →CAP STK CL C14.25%$47M149.8K
3JUNEE LIMITEDUSD ORD SHS NEW13.07%$43M2.75M
4BULLWEBULL CORPhistory →ORD SHS11.78%$39M5.00M
5ETHAISHARES ETHEREUM TRhistory →SHS9.98%$33M1.47M
6XPEVXPENG INChistory →ADS9.76%$32M1.59M
7SILGLOBAL X FDShistory →GLOBAL X SILVER3.04%$10M120.0K
8RBRKRUBRIK INC.history →CL A2.32%$8M100.0K
9SUNRISE NEW ENERGY CO LTDORD CL A SHS2.08%$7M7.00M
10SNDKSANDISK CORPhistory →COM1.80%$6M25.0K
11PDDPINDUODUO INChistory →SPONSORED ADS1.72%$6M50.0K
12GDXVANECK VECTORS ETF TRhistory →GOLD MINERS ETF1.30%$4M50.0K
13ISPRISPIRE TECHNOLOGY INChistory →COM1.28%$4M1.50M
14XMESPDR SER TRS&P METALS MNG0.94%$3M30.0K
15BCIABRDN ETFSBBRG ALL COMD K10.89%$3M150.0K
16XLESELECT SECTOR SPDR TRSTATE STREET ENE0.81%$3M60.0K
17ACMRACM RESH INCCOM CL A0.72%$2M60.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$227M10May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$330M23Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$488M21Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$415M18Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$430M26Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$231M24Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$346M23Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$291M17Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$376M20May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$266M16Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$109M14Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$228M21Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$178M16Apr 25, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review15Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$31M8Oct 28, 202213F-HRchanges · EDGAR ↗
Q2 2022$128M18Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$71M7May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$127M16Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$153M14Oct 28, 202113F-HRchanges · EDGAR ↗
Q2 2021$402M18Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$365M15May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$371M16Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$147M10Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$114M14Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$61M14Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$75M14Feb 19, 202013F-HRchanges · EDGAR ↗
Q3 2019$82M13Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$69M19Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$325M25May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$148M18Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.