---
title: "Gaoyi Assets Significantly Increases Stake in Memory Chip Leader"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295786427.md"
description: "Holdings data for Gaoyi Assets' overseas fund in U.S. stocks for the second quarter of 2026 shows it held 19 positions with a total market value of approximately $979 million. The top five heavyweight stocks were Taiwan Semiconductor, HWORLD-S, PDD, BOSS ZHIPIN-W, and TRIP.COM-S, accounting for over 78% of the portfolio. Although the title mentions increasing stakes in memory chip leaders, the body does not specify operational details, only disclosing the overall portfolio structure and high concentration"
datetime: "2026-08-13T11:03:51.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295786427.md)
  - [en](https://longbridge.com/en/news/295786427.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295786427.md)
---

# Gaoyi Assets Significantly Increases Stake in Memory Chip Leader

On August 12, the U.S. Securities and Exchange Commission's official website disclosed the U.S. stock holdings data for the second quarter of 2026 for Gaoyi Assets' overseas fund, a private equity giant. As of the end of the second quarter of 2026, Gaoyi Assets' overseas fund held a total of 19 U.S. stock positions, with a total market value of approximately $979 million (equivalent to about RMB 6.6 billion). The portfolio included several Chinese concept stocks such as PDD, Alibaba, and NetEase. The data shows that Gaoyi Assets' top five heavyweight stocks were Taiwan Semiconductor, HWORLD-S, PDD, BOSS ZHIPIN-W, and TRIP.COM-S, which together accounted for more than 78% of the portfolio, indicating a high level of concentration.

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