Yong Rong (HK) Asset Management Ltd CRCL — CIRCLE INTERNET GROUP INC

Ownership history in Yong Rong (HK) Asset Management Ltd  ·  5 quarters on record

AI Ownership Summary

Yong Rong (HK) Asset Management Ltd reported CIRCLE INTERNET GROUP INC (CRCL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 48.46% in 2026 Q1. The latest visible filing shows CRCL at 14.03% 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.

What this CRCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yong Rong (HK) Asset Management Ltd'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.

Freshest filing
Latest Reported Filing
2026 Q2

CRCL was reported at 14.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
48.46% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

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.

CRCL stock page Yong Rong (HK) Asset Management Ltd fund profile Yong Rong (HK) Asset Management Ltd full holdings
How Yong Rong (HK) Asset Management Ltd held CRCL — position size vs. price
% of Fund (quarterly)    CRCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 265,700 -887,300 -77.0% 14.03% $16.6M 2026-08-06 $63.28
2026 Q1 ADDED — — — 1,153,000 +158,800 +16.0% 48.46% $110K 2026-05-05 $114.19
2025 Q4 ADDED — — — 994,200 +752,700 +311.7% 23.90% $78.8M 2026-01-30 $63.93
2025 Q3 ADDED — — — 241,500 +131,500 +119.5% 6.56% $32.0M 2025-11-04 $111.25
2025 Q2 INITIATED — — — 110,000 — — 4.81% $19.9M 2025-08-05 $153.93

🏢 Other funds also holding CRCL

As of 2026 Q2 — sorted by position size

SBI Holdings USA, Inc. 100.0% IDG-Accel China Capital GP II Associates Ltd. 3Y 100.0% Accel XI Associates L.L.C. 3Y 100.0% IDG-Accel China Capital II Associates L.P. 100.0% IDG China Capital Fund GP III Associates Ltd. 99.56% IDG China Capital Fund III Associates L.P. 98.85% KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3Y 10.58% IvyRock Asset Management (HK) Ltd 3Y 10.04% ParaFi Capital LP 5.2% Southpoint Capital Advisors LP 3Y 7Y 4.27%

FAQ About Yong Rong (HK) Asset Management Ltd and CRCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yong Rong (HK) Asset Management Ltd reported owning CRCL?

Yong Rong (HK) Asset Management Ltd reported CRCL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported CRCL position in Yong Rong (HK) Asset Management Ltd's portfolio?

The largest reported portfolio weight for CRCL was 48.46% in 2026 Q1.

What is the latest reported CRCL position on this page?

The most recent filing on this page is 2026 Q2, when Yong Rong (HK) Asset Management Ltd reported 265,700 shares, equal to 14.03% of portfolio, with an estimated market value of $16.6M.

What does the chart on this CRCL ownership page compare?

The chart compares Yong Rong (HK) Asset Management Ltd'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.

How well did Yong Rong (HK) Asset Management Ltd time their CRCL position?

Based on 13F filing dates vs. subsequent CRCL price moves, Yong Rong (HK) Asset Management Ltd correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CRCL relative to SPY over the holding period was -66.7%.

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