Yiheng Capital Management, L.P.
SAN FRANCISCO CA · SEC CIK 0001447228
$2.84亿2026Q2 申报市值
28持仓数
75.9%前十大占比 · 第一大 23.6%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BILI 加仓+$1,277.08万
PSIX 新建仓+$519.18万
BIOA 新建仓+$417.97万
VRDN 加仓+$352.21万
ZEPP HEALTH CORP 加仓+$84.80万
2026Q2 卖出最多 按季末市值估算
EDU 减仓-$1,721.23万
HNGE 减仓-$1,167.50万
SVCO 减仓-$261.87万
TUNIU CORP 减仓-$136.69万
KYMR 减仓-$114.67万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -46,000 | -100.0% | -$63.39万 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $7.51万 | 0.03% | 1,636 | -374,915 | -99.6% | -$1,721.23万 | 减仓 |
| — | TUNIU CORP | $15.19万 | 0.05% | 31,443 | -282,994 | -90.0% | -$136.69万 | 减仓 |
| — | PASSAGE BIO INC | $42.02万 | 0.15% | 86,097 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $72.50万 | 0.26% | 21,126 | 0 | 0.0% | — | 不变 |
| — | ZEPP HEALTH CORPORATION | $114.88万 | 0.40% | 220,501 | 162,770 | 281.9% | $84.80万 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A | $279.03万 | 0.98% | 170,142 | 0 | 0.0% | — | 不变 |
| — | AGORA INC | $289.59万 | 1.02% | 725,795 | 0 | 0.0% | — | 不变 |
| — | YATSEN HLDG LTD | $299.94万 | 1.06% | 946,193 | 148,327 | 18.6% | $47.02万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $351.04万 | 1.24% | 88,112 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $416.76万 | 1.47% | 513,248 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $417.97万 | 1.47% | 170,532 | 170,532 | — | $417.97万 | 新建仓 |
| PONY | PONY AI INC | $453.98万 | 1.60% | 653,215 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $519.18万 | 1.83% | 133,500 | 133,500 | — | $519.18万 | 新建仓 |
| JOYY | JOYY INC | $564.76万 | 1.99% | 85,583 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP | $726.59万 | 2.56% | 759,240 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $727.47万 | 2.56% | 63,440 | -10,000 | -13.6% | -$114.67万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $735.65万 | 2.59% | 400,464 | 191,729 | 91.9% | $352.21万 | 加仓 |
| BILL | BILL HOLDINGS INC | $805.72万 | 2.84% | 222,820 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC 看涨期权 | $1,060.97万 | 3.74% | 6,230 | 6,230 | — | $1,060.97万 | 新建仓 |
| RERE | ATRENEW INC | $1,224.13万 | 4.31% | 3,163,117 | 0 | 0.0% | — | 不变 |
| SVCO | SILVACO GROUP INC | $1,249.90万 | 4.40% | 906,381 | -189,901 | -17.3% | -$261.87万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1,296.38万 | 4.57% | 156,190 | -140,663 | -47.4% | -$1,167.50万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $1,349.10万 | 4.75% | 323,371 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $1,504.63万 | 5.30% | 590,513 | 3,000 | 0.5% | $7.64万 | 加仓 |
| JD | JD.COM INC 看涨期权 | $2,151.28万 | 7.58% | 8,443 | 8,443 | — | $2,151.28万 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY 看涨期权 | $2,462.39万 | 8.67% | 536,351 | 536,351 | — | $2,462.39万 | 新建仓 |
| BILI | BILIBILI INC | $2,537.15万 | 8.94% | 1,489,815 | 749,900 | 101.3% | $1,277.08万 | 加仓 |
| NOAH | NOAH HLDGS LTD | $6,710.63万 | 23.64% | 6,717,351 | 0 | 0.0% | — | 不变 |