Yuanbao Inc -adr (YB) 13F Ownership Report (Q2 2026)

YB ranks #7984 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

YB is a disclosed holding of Steve Cohen (Point72 Asset Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

YB is a top-conviction position for Franchise GP Ltd — at 8.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in YB belongs to Susquehanna International Group, LLP, but the position matters far more to Franchise GP Ltd, who has 8.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

YB is up 4% today, and institutions have been net buyers of $12.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

YB closed its latest fiscal year with net income of $1.3B, and currently trades at a P/E of 2.5.

• Profitable — net income of $1.3B in the latest fiscal year
• Revenue grew 33.1% year over year
• Net income improved year over year, from $865.8M to $1.3B
• Generated $1.5B in positive operating cash flow
• Current ratio of 3.91x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.39x equity — within a conventional range