Shengqi Capital (Hong Kong) Ltd reported 6 positions worth $354.95M for the quarter ended Sep 30, 2026, up 20.1% on the prior quarter. It opened 4 new positions, added to 0, trimmed 1 and exited 3. Its largest holding is Micron Technology Inc at 54% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MU Micron Technology Inc | Technology | 180.0K | $191.72M | 54.01% | -10.0K | -5.3% | Reduced | 0.02% |
| 2 | AAOI Applied Optoelectronics, Inc. | Technology | 727.7K | $72.23M | 20.35% | +727.7K | – | New | 0.86% |
| 3 | AXTI Axt Inc | Technology | 913.2K | $70.69M | 19.92% | +913.2K | – | New | 1.39% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 30.0K | $10.64M | 3% | +30.0K | – | New | 0% |
| 5 | MRNA Moderna, Inc. | Healthcare | 50.0K | $9.63M | 2.71% | +50.0K | – | New | 0.01% |
| 6 | GOOG Alphabet Inc. | Technology | 100 | $34.07K | <0.01% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Shengqi Capital (Hong Kong).
As of its Q3 2026 13F filing, Shengqi Capital (Hong Kong) Ltd’s five largest positions were Micron Technology Inc (MU) at 54.0%, Applied Optoelectronics, Inc. (AAOI) at 20.3%, Axt Inc (AXTI) at 19.9%, Tesla, Inc. (TSLA) at 3.0%, Moderna, Inc. (MRNA) at 2.7% of the reported portfolio.
Shengqi Capital (Hong Kong) Ltd reported a 13F portfolio worth $354.95M across 6 positions for Q3 2026. That is up 20.1% from the previous quarter.
Its largest purchases by value were Applied Optoelectronics, Inc. ($72.23M), Axt Inc ($70.69M), Tesla, Inc. ($10.64M). It opened 4 new positions.
Its largest sales by value were Qualcomm Inc ($76.22M), Micron Technology Inc ($10.65M), iShares Bitcoin Trust ETF ($3.33K). It exited 3 positions entirely.
From the Form 13F-HR reports Shengqi Capital (Hong Kong) Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.