Shengqi Capital (Hong Kong) Ltd 13F Holdings · Q2 2026
Shengqi Capital (Hong Kong) Ltd reported 7 securities worth $483.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (45.34%), QCOM (34.78%), DRAM (7.94%). Among its top 25 positions this quarter: 6 new, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $219.3M | 45.34% | 190,000 | Trimmed |
| 2 | QCOM | QCOM | $168.3M | 34.78% | 910,581 | New |
| 3 | DRAM | ROUNDHILL ETF TRUST | $38.4M | 7.94% | 520,000 | New |
| 4 | META | META PLATFORMS INC | $22.5M | 4.66% | 40,000 | New |
| 5 | MSFT | MICROSOFT CORP | $11.9M | 2.47% | 32,000 | New |
| 6 | GOOGL | ALPHABET INC | $11.8M | 2.44% | 33,000 | New |
| 7 | SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $11.4M | 2.37% | 67,000 | New |
| 8 | GOOG | ALPHABET INC | $35,333 | 0.01% | 100 | Hold |
| 9 | GRML | GREENLAND MINES LTD | $26 | 0.00% | 100 | Hold |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | $3,329 | 0.00% | 100 | Hold |
| 11 | TQQQ | PROSHARES TR | $16,200 | 0.00% | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR