Q2 2026 13F · SEC CIK 2040405
Shengqi Capital (Hong Kong) Ltd
Asset managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $334.0M
- Reported positions
- 7
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Shengqi Capital (Hong Kong) Ltd is an asset manager that reported 7 positions worth $334.0M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Micron Technology Inc (MU, 65.7%), Qualcomm Inc (QCOM, 22.8%), Roundhill ETF Trust (DRAM, 11.5%).
Shengqi Capital (Hong Kong) Ltd holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MUMicron Technology Inc | 65.7% | -5.0% | $219.3M |
| QCOMQualcomm Inc | 22.8% | — | $76.2M |
| DRAMRoundhill ETF Trust | 11.5% | — | $38.4M |
| GOOGAlphabet Inc | 0.0% | +0.0% | $35K |
| TQQQProshares Tr | 0.0% | +0.0% | $16K |
| IBITIshares Bitcoin Trust ETF | 0.0% | +0.0% | $3K |
| GRMLWGreenland Mines Ltd | 0.0% | +0.0% | $26.00 |
What Shengqi Capital (Hong Kong) Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- QCOM Qualcomm Inc22.8% of 13F
- DRAM Roundhill ETF Trust11.5% of 13F
Added to
No position grew by more than 5%.
Reduced
- MU Micron Technology Inc-5.0% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $334.0M | 7 |
| Q1 2026 | $67.6M | 5 |
| Q4 2024 | $116.2M | 6 |
Questions about Shengqi Capital (Hong Kong) Ltd's portfolio
What stocks does Shengqi Capital (Hong Kong) Ltd own?
Shengqi Capital (Hong Kong) Ltd's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 7 positions worth $334.0M. The largest are Micron Technology Inc (MU) at 65.7%, Qualcomm Inc (QCOM) at 22.8%, Roundhill ETF Trust (DRAM) at 11.5%, Alphabet Inc (GOOG) at 0.0% and Proshares Tr (TQQQ) at 0.0%.
What did Shengqi Capital (Hong Kong) Ltd buy last quarter?
In Q2 2026, Shengqi Capital (Hong Kong) Ltd added a new position in Qualcomm Inc (QCOM) and a new position in Roundhill ETF Trust (DRAM), compared with its Q1 2026 filing.
What did Shengqi Capital (Hong Kong) Ltd sell last quarter?
In Q2 2026, Shengqi Capital (Hong Kong) Ltd Micron Technology Inc (MU) (-5.0% shares), compared with its Q1 2026 filing.
When is Shengqi Capital (Hong Kong) Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Shengqi Capital (Hong Kong) Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.