Yunqi Capital Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Yunqi Capital Ltd disclosed 6 US equity positions worth $170.9m in its Q3 2025 13F filing. The largest position was STAA at 39.3% of the reported book, followed by LU and QFIN. Against the Q2 2025 filing, it opened 2 new positions, added to 4 and reduced 0 among the top 6 holdings.
What did Yunqi Capital Ltd own in Q3 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | STAA STAAR SURGICAL CO | Healthcare | 39.3% | $67.2m | 2,500,061 | 4% | added |
| 2 | LU LUFAX HOLDING LTD | Financial Services | 26.0% | $44.5m | 10,950,138 | 8% | added |
| 3 | QFIN QFIN HOLDINGS INC | Financial Services | 18.0% | $30.8m | 1,071,630 | 5% | added |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 11.2% | $19.1m | 144,800 | 38% | added |
| 5 | API AGORA INC | Technology | 3.4% | $5.8m | 1,505,300 | – | new |
| 6 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.1% | $3.6m | 20,000 | – | 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.