13-F holdings, Q3 2026
Yong Rong (HK) Asset Management Ltd
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $243.4M
- Positions
- 10
- Filed
- Data as of
These holdings are as of , 46 days ago.
13-Fs for Q4 2026 are due by .
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Top holdings
- MU$85.2M80,000 shares35% of the book
- SNDK$34.8M20,000 shares14.3% of the book
- DRAM$30.2M500,000 shares12.4% of the book
- PURR$24.5M2,000,000 shares10.1% of the book
- BTDR$22M2,100,000 shares9% of the book
- HOOD$21.6M192,000 shares8.9% of the book
- PDD$13.3M170,000 shares5.4% of the book
- GDX$8.8M100,000 shares3.6% of the book
- ISPR$1.9M1,504,147 shares0.79% of the book
- EPOW$1.1M280,000 shares0.46% of the book
What changed this quarter
6 new positions and 3 sold out, against Q2 2026. Added and trimmed positions use the change in split-adjusted shares at the Q3 2026 implied price; full exits use their Q2 2026 reported value, not sale proceeds.
Largest buys
- MU
MICRON TECHNOLOGY INC
+$85.2M
New
Your stake and evidence for MU
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q3 2026 book.
Displayed change: +$85.2M. The current book reports 80,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 85209000 USD. Current reported shares: 80000. Prior shares on current basis: not recorded.
- SNDK
SANDISK CORP
+$34.8M
New
Your stake and evidence for SNDK
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q3 2026 book.
Displayed change: +$34.8M. The current book reports 20,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 34798000 USD. Current reported shares: 20000. Prior shares on current basis: not recorded.
- DRAM
ROUNDHILL ETF TRUST
+$30.2M
New
Your stake and evidence for DRAM
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q3 2026 book.
Displayed change: +$30.2M. The current book reports 500,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 30180000 USD. Current reported shares: 500000. Prior shares on current basis: not recorded.
- PURR
HYPERLIQUID STRATEGIES INC
+$24.5M
New
Your stake and evidence for PURR
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q3 2026 book.
Displayed change: +$24.5M. The current book reports 2,000,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 24540000 USD. Current reported shares: 2000000. Prior shares on current basis: not recorded.
- BTDR
BITDEER TECHNOLOGIES GROUP
+$22M
New
Your stake and evidence for BTDR
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q3 2026 book.
Displayed change: +$22M. The current book reports 2,100,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 22029000 USD. Current reported shares: 2100000. Prior shares on current basis: not recorded.
Largest sells
- TSM
TAIWAN SEMICONDUCTOR MFG LTD
−$74M
Sold out, was 63.2% of the book
Your stake and evidence for TSM
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
The position reported in Q2 2026 is absent from the comparable Q3 2026 book.
Displayed change: −$74M. This was 63.2% of the prior book.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A full exit is shown as the negative of its prior reported value, not sale proceeds or a value at today's price.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -74024000 USD. Current reported shares: not recorded. Prior shares on current basis: 155000.
- CRCL
CIRCLE INTERNET GROUP INC
−$16.6M
Sold out, was 14.2% of the book
Your stake and evidence for CRCL
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
The position reported in Q2 2026 is absent from the comparable Q3 2026 book.
Displayed change: −$16.6M. This was 14.2% of the prior book.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A full exit is shown as the negative of its prior reported value, not sale proceeds or a value at today's price.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -16641000 USD. Current reported shares: not recorded. Prior shares on current basis: 265700.
- POET
POET TECHNOLOGIES INC
−$2K
Sold out, was under 0.01% of the book
Your stake and evidence for POET
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
The position reported in Q2 2026 is absent from the comparable Q3 2026 book.
Displayed change: −$2K. This was under 0.01% of the prior book.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A full exit is shown as the negative of its prior reported value, not sale proceeds or a value at today's price.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q2 2026 and Q3 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -2000 USD. Current reported shares: not recorded. Prior shares on current basis: 100.
What was sold out, by size
- 2 real positions, 0.25% of the book or more
- 1 slivers under 0.015%, often rounding or client flows
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.