Yunqi Capital Ltd
Yunqi Capital Ltd reported 4 US-listed holdings worth $124.9 million in its 13F for the quarter ended 30 June 2026, filed 5 August 2026. Its largest: Staar Surgical Co. (74.8%), Lufax Holding Ltd (11.6%) and Power Solutions (10.6%). Against the quarter before, it opened 1 position, added to 0, trimmed 1 and sold out of 1.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +4.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Power Solutions PSIX$13.2 million
Trimmed 1
- Agora Inc. API-1.0 million shares · -52%
Sold out of 1
- Pony Ai Inc. PONY$3.9 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Staar Surgical Co. STAA | 3.3M | $93.4 million | 74.80% | no change |
| Lufax Holding Ltd LU | 11.0M | $14.5 million | 11.57% | no change |
| Power Solutions PSIX | 339.0K | $13.2 million | 10.55% | new |
| Agora Inc. API | 964.2K | $3.8 million | 3.08% | -1.0M |