Vault-13

APEIRON CAPITAL Ltd

HONG KONG, K3 · CIK 1843111 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$155.7m reported value +45.6% vs Q1 2026
14positions
93.0%in top 10
9 new 1 added 3 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 DIREXION SHARES ETF TRUST DLY MU BULL 2X MUU MUU 34,000 $35.7m22.90% 22.90% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 34.0k
2 ON HLDG AG NAMEN AKT A ONON ONON 795,852 $28.2m18.11% 18.11% ReducedShares held: Q3 2025 795.9k, Q4 2025 795.9k, Q1 2026 996.1k, Q2 2026 795.9k -200.2k -200,200 -20.1%
3 ABIVAX SA SPONSORED ADS ABVX ABVX 130,600 $17.4m11.18% 11.18% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 130.6k
4 QIFU TECHNOLOGY INC AMERICAN DEP QFIN QFIN 976,185 $15.4m9.91% 9.91% ReducedShares held: Q3 2025 793.5k, Q4 2025 1.0m, Q1 2026 1.0m, Q2 2026 976.2k -55.9k -55,870 -5.4%
5 SUMMIT THERAPEUTICS INC COM SMMT SMMT 961,866 $14.0m9.00% 9.00% ReducedShares held: Q3 2025 1.3m, Q4 2025 1.3m, Q1 2026 1.3m, Q2 2026 961.9k -347.3k -347,275 -26.5%
6 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 17,900 $8.5m5.49% 5.49% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 8.8k, Q2 2026 17.9k +9.1k +9,100 103.4%
7 WESTERN DIGITAL CORP COM WDC WDC 13,000 $8.3m5.33% 5.33% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 13.0k
8 NEKTAR THERAPEUTICS COM NEW NKTR NKTR 106,431 $7.4m4.77% 4.77% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 106.4k
9 NOKIA CORP SPONSORED ADR NOK NOK 378,500 $5.0m3.23% 3.23% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 378.5k
10 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 5,000 $4.8m3.10% 3.10% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.0k
11 SANDISK CORP COM SNDK SNDK 1,580 $3.6m2.31% 2.31% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.6k
12 LUMENTUM HLDGS INC COM LITE LITE 3,500 $3.0m1.93% 1.93% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.5k
13 TRIP COM GROUP LTD ADS TCOM TCOM 70,000 $2.8m1.79% 1.79% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 70.0k, Q2 2026 70.0k
14 POET TECHNOLOGIES INC COM NEW POET POET 142,000 $1.5m0.94% 0.94% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 142.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
MICRON TECHNOLOGY INC MU MU 21,900 $7.4m21.9k shares
UNITY SOFTWARE INC U U 250,600 $5.5m250.6k shares
AMAZON COM INC AMZN AMZN 24,500 $5.1m24.5k shares
KRANESHARES TRUST KWEB KWEB 125,000 $3.6m125.0k shares
FTAI AVIATION LTD FTAI FTAI 11,000 $2.7m11.0k shares
SYNOPSYS INC SNPS SNPS 6,000 $2.4m6.0k shares
ROBINHOOD MKTS INC HOOD HOOD 26,000 $1.8m26.0k shares