Yiheng Capital Management, L.P.
SAN FRANCISCO CA · SEC CIK 0001447228
$2.31亿2026Q1 申报市值
24持仓数
82.1%前十大占比 · 第一大 28.8%
5 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HNGE 新建仓+$1,144.67万
BILL 新建仓+$853.40万
TAL 加仓+$511.65万
JOYY 新建仓+$499.72万
TCOM 新建仓+$438.71万
2026Q1 卖出最多 按季末市值估算
DBVT 减仓-$981.05万
BILI 减仓-$922.67万
ACMR 清仓-$688.19万
HTHT 减仓-$377.18万
JD 减仓-$295.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NOAH | NOAH HLDGS LTD | $6,650.18万 | 28.83% | 6,717,351 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $2,132.41万 | 9.24% | 376,551 | 35,922 | 10.5% | $203.43万 | 加仓 |
| JD | JD.COM INC | $1,737.28万 | 7.53% | 587,513 | -99,900 | -14.5% | -$295.40万 | 减仓 |
| BILI | BILIBILI INC | $1,669.25万 | 7.24% | 739,915 | -408,983 | -35.6% | -$922.67万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $1,626.23万 | 7.05% | 323,371 | -75,000 | -18.8% | -$377.18万 | 减仓 |
| RERE | ATRENEW INC | $1,483.50万 | 6.43% | 3,163,117 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC | $1,144.67万 | 4.96% | 296,853 | 296,853 | — | $1,144.67万 | 新建仓 |
| TAL | TAL ED GROUP | $863.26万 | 3.74% | 759,240 | 450,000 | 145.5% | $511.65万 | 加仓 |
| BILL | BILL HOLDINGS INC | $853.40万 | 3.70% | 222,820 | 222,820 | — | $853.40万 | 新建仓 |
| SVCO | SILVACO GROUP INC | $776.17万 | 3.36% | 1,096,282 | 0 | 0.0% | — | 不变 |
| PONY | PONY AI INC | $616.63万 | 2.67% | 653,215 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $611.68万 | 2.65% | 73,440 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $499.72万 | 2.17% | 85,583 | 85,583 | — | $499.72万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $438.71万 | 1.90% | 88,112 | 88,112 | — | $438.71万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $426.00万 | 1.85% | 513,248 | 102,105 | 24.8% | $84.75万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $408.29万 | 1.77% | 208,735 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $355.43万 | 1.54% | 170,142 | -469,627 | -73.4% | -$981.05万 | 减仓 |
| — | AGORA INC | $256.93万 | 1.11% | 725,795 | 192,248 | 36.0% | $68.06万 | 加仓 |
| — | YATSEN HLDG LTD | $245.74万 | 1.07% | 797,866 | 429,519 | 116.6% | $132.29万 | 加仓 |
| — | ZEPP HEALTH CORPORATION | $68.99万 | 0.30% | 57,731 | 57,731 | — | $68.99万 | 新建仓 |
| — | PASSAGE BIO INC | $67.59万 | 0.29% | 86,097 | 51,796 | 151.0% | $40.66万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $63.39万 | 0.27% | 46,000 | -185,031 | -80.1% | -$254.97万 | 重新持有 |
| BEAM | BEAM THERAPEUTICS INC | $50.34万 | 0.22% | 21,126 | 0 | 0.0% | — | 不变 |
| — | TUNIU CORP | $24.21万 | 0.10% | 314,437 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC 看跌期权 | $0 | 0.00% | 0 | -1,427,500 | -100.0% | -$2.37亿 | 清仓 |
| VSAT | VIASAT INC 看跌期权 | $0 | 0.00% | 0 | -455,600 | -100.0% | -$1,570.00万 | 清仓 |
| ULS | UL SOLUTIONS INC 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,182.90万 | 清仓 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -174,447 | -100.0% | -$688.19万 | 清仓 |
| IVA | INVENTIVA SA | $0 | 0.00% | 0 | -255,915 | -100.0% | -$119.00万 | 清仓 |
| — | GENERATION BIO CO | $0 | 0.00% | 0 | -105,524 | -100.0% | -$59.94万 | 清仓 |