Yiheng Capital Management, L.P.
Top Portfolio Positions
23 positions ·
$228,242,355 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NOAH |
Noah Holdings Ltd
Financial Services
|
6,717,351 | $66,501,774 | 29.14% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
376,551 | $21,324,083 | 9.34% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
587,513 | $17,372,759 | 7.61% | |
| BILI |
Bilibili Inc.
Communication Services
|
739,915 | $16,692,482 | 7.31% | |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
323,371 | $16,262,327 | 7.13% | |
| RERE |
ATRenew Inc.
Consumer Cyclical
|
3,163,117 | $14,835,018 | 6.50% | |
| HNGE |
Hinge Health, Inc.
Healthcare
|
296,853 | $11,446,651 | 5.02% | |
| TAL |
TAL Education Group
Consumer Defensive
|
759,240 | $8,632,558 | 3.78% | |
| BILL |
BILL Holdings, Inc.
Technology
|
222,820 | $8,534,006 | 3.74% | |
| SVCO |
Silvaco Group, Inc.
Technology
|
1,096,282 | $7,761,676 | 3.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACMR
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,881,934 | 174,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,964,265 | 280,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,257,205 | 280,201 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,539,891 | 280,201 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,277,120 | 680,604 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,525,971 | 666,304 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,287,158 | 446,104 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,024,819 | 481,291 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,018,158 | 512,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,282,433 | 512,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,706,116 | 512,700 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $10,879,944 | 831,800 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $19,359,990 | 1,654,700 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $3,536,910 | 302,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,330,733 | 302,300 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $5,075,493 | 658,300 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $17,390,422 | 1,395,700 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $3,766,658 | 302,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $88,640,244 | 5,266,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $89,008,380 | 4,302,000 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $9,496,710 | 459,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $40,221,811 | 1,415,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,954,028 | 844,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,764,679 | 844,200 | Shares | Sole | 2021-09-21 | |
| 2020-12-31 | $1,123,361 | 41,478 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $955,375 | 41,478 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $862,190 | 41,478 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $409,387 | 41,478 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||