With the disclosure of the 2026 semi-annual reports of A-share listed companies, the complete second-quarter position map of 10 billion securities private equity positions has surfaced. According to statistics from the third party agency Private Equity Ranking Network, by the end of the second quarter, 55 10-billion private equity firms had appeared on the list of the top ten tradable shareholders of 264 listed companies, with a total market value of 91,351 billion yuan. Looking at the scale of position adjustments, the actions of the 10 billion private equity fund in the second quarter showed a clear offensive nature. 134 new units were added, holdings were increased by 29, and holdings were reduced by only 25. Jia Xiaolong, director of Kurosaki Capital Research Institute, summed up this characteristic as “offensive position adjustment” — the attitude of leading institutions towards the second half of the year was not defensive, but actively opening up new battlefields. At the individual stock level, consensus and concentration increased simultaneously. According to the data, a total of 15 stocks received 10 billion private equity positions from no less than two companies at the end of the second quarter. Among them, Hongshida attracted heavy positions from three institutions: Juming Investment, Shanghai Geru Private Equity, and Nantu Asset. Shengye Electric has attracted new positions from three institutions: Jiaji Private Placement, Qianyi Investment, and Mingshi Fund. In addition, 13 individual stocks, including Dazu Laser and Hikvision, received heavy 10 billion private equity positions from 2 companies. Individual stocks that were newly introduced in the second quarter of the 10 billion private equity fund and had the highest market capitalization increase include Zijin Mining, Communication Holdings, Wanhua Chemical, Zhengfan Technology, Sunshine Power, and Wuliangye.

With the disclosure of the 2026 semi-annual reports of A-share listed companies, the complete second-quarter position map of 10 billion securities private equity positions has surfaced. According to statistics from the third party agency Private Equity Ranking Network, by the end of the second quarter, 55 10-billion private equity firms had appeared on the list of the top ten tradable shareholders of 264 listed companies, with a total market value of 91,351 billion yuan. Looking at the scale of position adjustments, the actions of the 10 billion private equity fund in the second quarter showed a clear offensive nature. 134 new units were added, holdings were increased by 29, and holdings were reduced by only 25. Jia Xiaolong, director of Kurosaki Capital Research Institute, summed up this characteristic as “offensive position adjustment” — the attitude of leading institutions towards the second half of the year was not defensive, but actively opening up new battlefields. At the individual stock level, consensus and concentration increased simultaneously. According to the data, a total of 15 stocks received 10 billion private equity positions from no less than two companies at the end of the second quarter. Among them, Hongshida attracted heavy positions from three institutions: Juming Investment, Shanghai Geru Private Equity, and Nantu Asset. Shengye Electric has attracted new positions from three institutions: Jiaji Private Placement, Qianyi Investment, and Mingshi Fund. In addition, 13 individual stocks, including Dazu Laser and Hikvision, received heavy 10 billion private equity positions from 2 companies. Individual stocks that were newly introduced in the second quarter of the 10 billion private equity fund and had the highest market capitalization increase include Zijin Mining, Communication Holdings, Wanhua Chemical, Zhengfan Technology, Sunshine Power, and Wuliangye.