Position in YUMC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,758,881
-$1,121,236 QoQ
Shares Held
43,036
-27.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#198
of 655 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Qsemble Capital Management, LP holds $16,216,150 across 6 Restaurants names. YUMC ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
21,871 | $5,911,950 | |
| 2 | CAVA |
Cava Group, Inc.
|
42,082 | $3,302,595 | |
| 3 | DPZ |
Dominos Pizza Inc
|
8,097 | $2,397,035 | |
| 4 | BROS |
Dutch Bros Inc.
|
26,100 | $1,874,241 | |
| 5 | YUMC |
Yum China Holdings, Inc.
This page
|
43,036 | $1,758,881 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
28,572 | $971,448 |
All Filings in YUMC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,881 | 43,036 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,880,117 | 59,043 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,129,271 | 86,495 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,883,151 | 67,175 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,995,704 | 67,003 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $1,978,899 | 43,956 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $1,500,494 | 35,364 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $254,250 | 4,500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $678,273 | 10,700 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $721,380 | 13,200 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||