Yiheng Capital Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Yiheng Capital Management, L.P. disclosed 25 US equity positions worth $234.6m in its Q2 2026 13F filing. The largest position was NOAH at 28.6% of the reported book, followed by BILI and JD. Against the Q1 2026 filing, it opened 3 new positions, added to 5 and reduced 4 among the top 25 holdings.
What did Yiheng Capital Management, L.P. own in Q2 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NOAH NOAH HLDGS LTD | 28.6% | $67.1m | 6,717,351 | 0% | held | |
| 2 | BILI BILIBILI INC | Communication Services | 10.8% | $25.4m | 1,489,815 | 101% | added |
| 3 | JD JD.COM INC | Consumer Cyclical | 6.4% | $15.0m | 590,513 | 1% | added |
| 4 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 5.8% | $13.5m | 323,371 | 0% | held |
| 5 | HNGE HINGE HEALTH INC | Healthcare | 5.5% | $13.0m | 156,190 | -47% | reduced |
| 6 | SVCO SILVACO GROUP INC | 5.3% | $12.5m | 906,381 | -17% | reduced | |
| 7 | RERE ATRENEW INC | Consumer Cyclical | 5.2% | $12.2m | 3,163,117 | 0% | held |
| 8 | BILL BILL HOLDINGS INC | Technology | 3.4% | $8.1m | 222,820 | 0% | held |
| 9 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 3.2% | $7.5m | 1,636 | -100% | reduced |
| 10 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 3.1% | $7.4m | 400,464 | 92% | added |
| 11 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 3.1% | $7.3m | 63,440 | -14% | reduced |
| 12 | TAL TAL ED GROUP | Consumer Defensive | 3.1% | $7.3m | 759,240 | 0% | held |
| 13 | JOYY JOYY INC | Communication Services | 2.4% | $5.6m | 85,583 | 0% | held |
| 14 | PSIX POWER SOLUTIONS INTL INC | 2.2% | $5.2m | 133,500 | – | new | |
| 15 | PONY PONY AI INC | Technology | 1.9% | $4.5m | 653,215 | 0% | held |
| 16 | BIOA BIOAGE LABS INC | 1.8% | $4.2m | 170,532 | – | new | |
| 17 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 1.8% | $4.2m | 513,248 | 0% | held |
| 18 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.5% | $3.5m | 88,112 | 0% | held |
| 19 | YSG YATSEN HLDG LTD | 1.3% | $3.0m | 946,193 | 19% | added | |
| 20 | API AGORA INC | Technology | 1.2% | $2.9m | 725,795 | 0% | held |
| 21 | DBVT DBV TECHNOLOGIES S A | 1.2% | $2.8m | 170,142 | 0% | held | |
| 22 | ZEPP ZEPP HEALTH CORPORATION | 0.5% | $1.1m | 220,501 | 282% | added | |
| 23 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.3% | $725.0k | 21,126 | 0% | held |
| 24 | PASG PASSAGE BIO INC | 0.2% | $420.2k | 86,097 | 0% | held | |
| 25 | TOUR TUNIU CORP | 0.1% | $151.9k | 31,443 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.