Yunqi Capital Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Yunqi Capital Ltd disclosed 5 US equity positions worth $140.1m in its Q2 2025 13F filing. The largest position was QFIN at 31.7% of the reported book, followed by STAA and LU. Against the Q1 2025 filing, it opened 2 new positions, added to 3 and reduced 0 among the top 5 holdings.
What did Yunqi Capital Ltd own in Q2 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | QFIN QIFU TECHNOLOGY INC | Financial Services | 31.7% | $44.4m | 1,024,630 | 41% | added |
| 2 | STAA STAAR SURGICAL CO | Healthcare | 28.9% | $40.5m | 2,411,288 | 24% | added |
| 3 | LU LUFAX HOLDING LTD | Financial Services | 20.1% | $28.2m | 10,098,040 | 42% | added |
| 4 | FUTU FUTU HLDGS LTD | Financial Services | 11.5% | $16.1m | 130,000 | – | new |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 7.8% | $11.0m | 105,000 | – | 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.