IDG China Capital Fund III Associates L.P. reported CIRCLE INTERNET GROUP INC (CRCL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 98.93% in 2026 Q1. The latest visible filing shows CRCL at 98.85% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was IDG China Capital Fund III Associates L.P.'s position in CIRCLE INTERNET GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
CRCL was reported at 98.85% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q2 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
IDG China Capital Fund III Associates L.P. reported CRCL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.
The largest reported portfolio weight for CRCL was 98.93% in 2026 Q1.
The most recent filing on this page is 2026 Q2, when IDG China Capital Fund III Associates L.P. reported 8,902,014 shares, equal to 98.85% of portfolio, with an estimated market value of $557.5M.
The chart compares IDG China Capital Fund III Associates L.P.'s quarterly CRCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent CRCL price moves, IDG China Capital Fund III Associates L.P. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CRCL relative to SPY over the holding period was -5.5%.