Yunqi Capital Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Yunqi Capital Ltd disclosed 5 US equity positions worth $156.5m in its Q4 2024 13F filing. The largest position was JOYY at 45.7% of the reported book, followed by QFIN and STAA. Against the Q3 2024 filing, it opened 0 new positions, added to 2 and reduced 2 among the top 5 holdings.
What did Yunqi Capital Ltd own in Q4 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | JOYY JOYY INC | Communication Services | 45.7% | $71.6m | 1,710,987 | 102% | added |
| 2 | QFIN QIFU TECHNOLOGY INC | Financial Services | 21.6% | $33.8m | 879,630 | -47% | reduced |
| 3 | STAA STAAR SURGICAL CO | Healthcare | 11.9% | $18.6m | 767,413 | 49% | added |
| 4 | LU LUFAX HOLDING LTD | Financial Services | 10.8% | $17.0m | 7,098,040 | 0% | held |
| 5 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 9.9% | $15.6m | 1,438,500 | -63% | reduced |
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.