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

YB ranks #7974 out of 37503 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.

Franchise GP Ltd has added to its YB position for two straight quarters, increasing it by $17.2M to reach $18.5M today.

Susquehanna International Group, LLP has trimmed its YB position for two straight quarters, cutting it by $15.2M while still holding $46.3M.

YB is up 0.6% 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 3.0.

• 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