Shengqi Capital (Hong Kong) Ltd — 13F holdings

Shengqi Capital (Hong Kong) Ltd reported 12 holdings worth $484M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $219M (45.3%)
2. QCOM QUALCOMM INC — $168M (34.8%)
3. DRAM ROUNDHILL ETF TRUST — $38.4M (7.9%)
4. META META PLATFORMS INC — $22.5M (4.7%)
5. MSFT MICROSOFT CORP — $11.9M (2.5%)
6. GOOGL ALPHABET INC — $11.8M (2.4%)
7. SPCX SPACE EXPLORATION TECHN CORP — $11.4M (2.4%)
8. GOOG ALPHABET INC — $35.3K (0.0%)
9. TQQQ PROSHARES TR — $16.2K (0.0%)
10. IBIT ISHARES BITCOIN TRUST ETF — $3.33K (0.0%)