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Q Fund Management (Hong Kong) Ltd Last Quarter Change: USA Stocks, Sold Out

Q Fund Management (Hong Kong) Ltd quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Q Fund Management (Hong Kong) Ltd opened 10 positions, added to 3, reduced 4, sold out of 6 and left 4 unchanged. The largest increase in value was MRVL (+$19,482,006); the largest decrease was LITE (-$11,702,552).

  • AXTI: Country of operation United States; Class COM; Shares 2026-03-31 124,262; Shares 2026-06-30 0.
  • TSEM: Country of operation —; Class SHS NEW; Shares 2026-03-31 40,200; Shares 2026-06-30 0.
  • AAOI: Country of operation United States; Class COM; Shares 2026-03-31 8,000; Shares 2026-06-30 0.
  • WULF: Country of operation United States; Class COM; Shares 2026-03-31 38,000; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2078832): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
AXTI
AXT INC
United StatesCOM124,2620-124,262$7,080,449$0-$7,080,449
TSEM
TOWER SEMICONDUCTOR LTD
SHS NEW40,2000-40,200$7,054,296$0-$7,054,296
AAOI
APPLIED OPTOELECTRONICS INC
United StatesCOM8,0000-8,000$676,720$0-$676,720
WULF
TERAWULF INC
United StatesCOM38,0000-38,000$548,340$0-$548,340
TPL
TEXAS PACIFIC LAND CORPORATI
United StatesCOM1,0000-1,000$474,560$0-$474,560
SOLS
SOLSTICE ADVANCED MATLS INC
United StatesCOM SHS5,0000-5,000$380,800$0-$380,800

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