2026 Q2 Portfolio Activity
In 2026 Q2, HSG Holding Ltd maintained a portfolio of 22 distinct positions. The most significant new addition was GYRE THERAPEUTICS INC, now representing 2.06% of the total fund value. Conversely, HSG Holding Ltd completely exited their position in WEBULL CORP.
Position History
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Total Positions
22
Quarter
2026 Q2
Top Holding
PDD (72.3%)
Top 10 Concentration
97.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
HSG Holding Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 72.31% | 70.35% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
11,348,426 | $865,657,936 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FUTU
FUTU HLDGS LTD
|
Financial Services | 5.80% | 4.03% |
#2
2
Prev: #4
|
4.8 |
—
|
no change | no change |
P
S
|
740,352 | $69,400,597 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PONY
PONY AI INC
|
Technology | 4.38% | 6.18% |
#3
Prev: #3
|
3.8 |
—
|
no change | no change |
P
S
|
7,538,358 | $52,391,588 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRCL
CIRCLE INTERNET...
|
Financial Services | 3.50% | 3.00% |
#4
2
Prev: #6
|
2.9 |
—
|
no change | no change |
P
S
|
669,200 | $41,911,996 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BEKE
KE HLDGS INC
|
Real Estate | 2.35% | 6.64% |
#5
3
Prev: #2
|
2.4 |
—
|
no change | no change |
P
S
|
1,939,017 | $28,173,917 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GYRE
GYRE THERAPEUTI...
|
Healthcare | 2.06% | — |
#6
Prev: #—
|
4.3 |
—
|
3,750,299 | — |
NEW
|
3,750,299 | $24,714,470 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BZ
KANZHUN LIMITED
|
Communication Services | 2.04% | 1.71% |
#7
Prev: #7
|
1.8 |
—
|
no change | no change |
P
S
|
1,900,000 | $24,453,000 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVBP
ARRIVENT BIOPHA...
|
Healthcare | 1.92% | 0.86% |
#8
1
Prev: #9
|
1.8 |
—
|
no change | no change |
P
S
|
663,308 | $23,043,320 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DDL
DINGDONG CAYMAN...
|
Consumer Defensive | 1.63% | 1.63% |
#9
1
Prev: #8
|
1.7 |
—
|
no change | no change |
P
S
|
10,091,839 | $19,477,249 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 1.19% | 0.38% |
#10
3
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
266,062 | $14,279,548 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COE
51TALK ONLINE E...
|
Consumer Defensive | 0.63% | 0.48% |
#11
1
Prev: #10
|
1.3 |
—
|
no change | no change |
P
S
|
474,901 | $7,574,671 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LOT
LOTUS TECHNOLOG...
|
Consumer Cyclical | 0.47% | 0.39% |
#12
Prev: #12
|
1.2 |
—
|
no change | no change |
P
S
|
4,834,099 | $5,655,896 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ADAG
ADAGENE INC
|
Healthcare | 0.47% | 0.13% |
#13
2
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
1,343,364 | $5,642,129 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
THCH
TH INTERNATIONA...
|
Consumer Cyclical | 0.46% | 0.47% |
#14
3
Prev: #11
|
1.2 |
—
|
no change | no change |
P
S
|
2,900,606 | $5,540,157 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BTDR
BITDEER TECHNOL...
|
Technology | 0.39% | 0.18% |
#15
1
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
293,732 | $4,661,527 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LYEL
LYELL IMMUNOPHA...
|
Healthcare | 0.18% | 0.00% |
#16
3
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
152,299 | $2,139,801 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BTCM
SOLAI LIMITED
|
Unknown | 0.09% | 0.04% |
#17
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
350,427 | $1,124,871 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BRNS
BARINTHUS BIOTH...
|
Healthcare | 0.08% | 0.07% |
#18
2
Prev: #16
|
1.0 |
—
|
no change | no change |
P
S
|
1,420,473 | $937,512 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BNR
BURNING ROCK BI...
|
Healthcare | 0.01% | 0.00% |
#19
1
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
21,212 | $177,544 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
YIMUTIAN INC
|
|
Unknown | 0.01% | — |
#20
Prev: #—
|
3.5 |
—
|
229,470 | — |
NEW
|
229,470 | $121,619 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
YMT
YIMUTIAN INC
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-3,442,060 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BULL
WEBULL CORP
|
Technology | 0.00% | 3.41% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-7,053,639 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-22 of 22 holdings