Yunqi Capital Ltd — 13F Holdings & Portfolio

CIK 1912273 · latest 13F-HR filed 2026-05-11

Yunqi Capital Ltd manages $92.4M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are STAA (65.92%), LU (22.16%), API (7.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 1, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$92.4M

Long-equity book

Holdings

4

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+0 / −2 / ↑1 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STAAR SURGICAL CO$3.0M +5.2%
Show all 1

Top Trims

  • LUFAX HOLDING LTD-$7.6M -27.0%
  • PONY AI INC-$2.1M -34.9%
  • AGORA INC-$1.1M -13.0%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • PDD HOLDINGS INC$21.0M
  • XPENG INC$4.3M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STAAR SURGICAL CO STAA 852312305 $60.9M 65.92% 3,257,130 SH
2 LUFAX HOLDING LTD LU 54975P201 $20.5M 22.16% 10,950,138 SH
3 AGORA INC API 00851L103 $7.1M 7.68% 2,005,300 SH
4 PONY AI INC PONY 732908108 $3.9M 4.24% 415,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $92.4M 4 0001912273-26-000002
2025-12-31 2026-02-10 $125.4M 6 0001912273-26-000001
2025-09-30 2025-11-21 $170.9M 6 0001912273-25-000006