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CIK: 0001738071
Total reported value
$118.6M
$118.6M
23 檔
142.1%
As reported in its official Q3 2024 Form 13F filing, Yong Rong's tracked investment portfolio stood at $118.6M with 23 total positions.
Yong Rong executed strategic sector rebalancing during Q3 2024, establishing 11 new positions while fully exiting 5 holdings and trimming 8 positions.
In terms of portfolio concentration, the top 5 core holdings (including FUTU, MSTR, COIN) accounted for 142.1% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FUTU | Futu Holdings Ltd-adr | Stock-Financials | 10.93% | — | +2525.33% | |
| 2 | MSTR | Strategy Inc | Stock-Tech | 10.32% | — | — | |
| 3 | COIN | Coinbase Global Inc -class A | Stock-Financials | 9.65% | — | — | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 9.38% | — | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.67% | — | -43.65% | |
| 6 | DASH | Doordash Inc - A | Stock-Consumer Disc | 8.25% | — | — | |
| 7 | CEG | Constellation Energy | Stock-Utilities | 7.55% | — | — | |
| 8 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 6.56% | — | -15.06% | |
| 9 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 6.36% | +6.36% | NEW | |
| 10 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 5.64% | — | — | |
| 11 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 4.67% | +8.68% | -76.32% | |
| 12 | SERV | Serve Robotics Inc | Stock-Other | 2.80% | — | — | |
| 13 | ISPR | Ispire Technology Inc | Stock-Other | 2.74% | +0.20% | -9.03% | |
| 14 | VFC | Vf CORP | Stock-Consumer Disc | 1.31% | — | — | |
| 15 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.11% | — | — | |
| 16 | IONQ | Ionq Inc | Stock-Tech | 1.09% | — | — | |
| 17 | WOLF* | Wolfspeed Inc | Stock-Other | 0.87% | — | — | |
| 18 | BILI | Bilibili Inc-sponsored Adr | Stock-Other | 0.68% | — | -75.00% | |
| 19 | COIN | Coinbase Global, Inc. | Stock-Financials | 0.63% | +0.08% | NEW | |
| 20 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.62% | — | -71.43% | |
| 21 | AUR | Aurora Innovation, Inc. | Stock-Consumer Disc | 0.14% | — | -44.64% | |
| 22 | SLV | iShares Silver Trust | ETF-Commodities | 0.04% | — | — | |
| 23 | ✓ | Pdd Holdings Inc | Stock-Other | — | +0.08% | -95.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FUTU | Futu Holdings Ltd-adr | +10.6% | +2525.33% | Add |
| 2 | MSTR | Strategy Inc | +10.3% | NEW | New buy |
| 3 | COIN | Coinbase Global Inc -class A | +9.7% | NEW | New buy |
| 4 | TSLA | Tesla Inc | +9.4% | NEW | New buy |
| 5 | DASH | Doordash Inc - A | +8.3% | NEW | New buy |
| 6 | CEG | Constellation Energy | +7.6% | NEW | New buy |
| 7 | TAL | Tal Education Group- Adr | +5.6% | NEW | New buy |
| 8 | GDX | Vaneck Gold Miners ETF | +2.9% | +83.33% | Add |
| 9 | SERV | Serve Robotics Inc | +2.8% | NEW | New buy |
| 10 | VFC | Vf CORP | +1.3% | NEW | New buy |
| 11 | IONQ | Ionq Inc | +1.1% | NEW | New buy |
| 12 | WOLF* | Wolfspeed Inc | +0.9% | NEW | New buy |
| 13 | COIN | Coinbase Global, Inc. | +0.6% | NEW | New buy |
| 14 | SLV | iShares Silver Trust | — | — | Unchanged |
| 15 | AUR | Aurora Innovation, Inc. | -0.1% | -44.64% | Trim |
| 16 | ✓ | Pdd Holdings Inc | -0.1% | -95.41% | Trim |
| 17 | XME | Ss Spdr S&p Metals Mining | -0.1% | — | Unchanged |
| 18 | SMHC | VanEck China Semiconductor ETF | -0.1% | EXIT | Sold out |
| 19 | FCX | Freeport-mcmoran Inc | -0.4% | EXIT | Sold out |
| 20 | BABA | Alibaba Group Holding-sp Adr | -1.1% | -71.43% | Trim |
| 21 | BILI | Bilibili Inc-sponsored Adr | -1.5% | -75.00% | Trim |
| 22 | ISPR | Ispire Technology Inc | -1.9% | -9.03% | Trim |
| 23 | IBIT | Ishares Bitcoin Trust ETF | -2.1% | -15.06% | Trim |
| 24 | META | Meta Platforms Inc-class A | -7.4% | -43.65% | Trim |
| 25 | TSM | Taiwan Semiconductor-sp Adr | -9.1% | EXIT | Sold out |
| 26 | AAPL | Apple Inc | -11.4% | EXIT | Sold out |
| 27 | NVDA | Nvidia CORP | -17.3% | EXIT | Sold out |
| 28 | PDD | Pdd Holdings Inc | -18.4% | -76.32% | Trim |
According to official SEC Form 13F filings, Yong Rong reported a total U.S. public equity portfolio value of $118.6M across 23 disclosed positions in Q3 2024.
During Q3 2024, Yong Rong's top holdings by market value included FUTU (10.9%)、MSTR (10.3%)、COIN (9.7%). The largest single position, FUTU, represented 10.9% of total portfolio value.
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Top New Position Initiated
MSTR
市值: $35.6M
Top Position Liquidated / Trimmed
NVDA
前期市值: $50.1M
In Q3 2024, Yong Rong made 26 total portfolio adjustments, initiating 11 new buys, adding to 2 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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