Arkolith/Funds/Yiheng Capital Management, L.P.

Yiheng Capital Management, L.P.

CIK 1447228
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Yiheng Capital Management, L.P. holds a focused book of 24 stocks worth $230.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Hinge Health Inc-A and trimmed Jd.com Inc-ADR. Their largest long position is Noah Holdings Ltd-Spon Ads at 29% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
6
existing
Trimmed
4
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
60%
Top 10 holdings
82%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
34%
Financials
29%
Information Technology
28%
Health Care
6%
Industrials
2%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

24 positions
#SecurityValueShares% PortLast moveHistory
1Noah Hldgs Ltd
SPON ADS
$66.5M6.72M
28.8%
Held
2New Oriental Ed & Technology
SPON ADR
$21.3M376.6K
9.2%
+11%
Added · +36K sh
3Jd.com Inc
SPON ADS CL A
$17.4M587.5K
7.5%
−15%
Reduced · −100K sh
4Bilibili Inc
SPONS ADS REP Z
$16.7M739.9K
7.2%
−36%
Reduced · −409K sh
5H World Group Ltd
SPONSORED ADS
$16.3M323.4K
7.0%
−19%
Reduced · −75K sh
6Atrenew Inc
SPONSORED ADS
$14.8M3.16M
6.4%
Held
7Hinge Health Inc
CL A
$11.4M296.9K
5.0%
New
New position
8Tal Ed Group
SPONSORED ADS
$8.6M759.2K
3.7%
+146%
Added · +450K sh
9Bill Holdings Inc
COM
$8.5M222.8K
3.7%
New
New position
10Silvaco Group Inc
COM
$7.8M1.10M
3.4%
Held
11Pony AI Inc
SPONSORED ADS
$6.2M653.2K
2.7%
Held
12Kymera Therapeutics Inc
COM
$6.1M73.4K
2.7%
Held
13Joyy Inc
ADS REPSTG COM A
$5.0M85.6K
2.2%
New
New position
14Trip Com Group Ltd
ADS
$4.4M88.1K
1.9%
New
New position
15Full Truck Alliance Co Ltd
SPONSORED ADS
$4.3M513.2K
1.8%
+25%
Added · +102K sh
16Viridian Therapeutics Inc
COM
$4.1M208.7K
1.8%
Held
17DBV Technologies S A
SPONSORED ADS
$3.6M170.1K
1.5%
−73%
Reduced · −470K sh
18Agora Inc
ADS
$2.6M725.8K
1.1%
+36%
Added · +192K sh
19Yatsen Hldg Ltd
SPONSORED ADS
$2.5M797.9K
1.1%
+117%
Added · +430K sh
20Zepp Health Corporation
SPONSORED ADR
$690K57.7K
0.3%
New
New position
21Passage Bio Inc
COM NEW
$676K86.1K
0.3%
+151%
Added · +52K sh
22Cellebrite Di Ltd
ORDINARY SHARES
$634K46.0K
0.3%
New
New position
23Beam Therapeutics Inc
COM
$503K21.1K
0.2%
Held
24Tuniu Corp
SPONSORED ADS
$242K314.4K
0.1%
Held
Showing all 24 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202624$230.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202624$494.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202527$678.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202525$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.