Idg-Accel China Capital II Associates L.P.: Full Portfolio Concentration in Circle Internet Group Inc.
This analysis reveals Idg-Accel China Capital II Associates L.P.'s portfolio is entirely concentrated in one stock, Circle Internet Group Inc (CRCL).
Idg-Accel China Capital II Associates L.P. maintains a highly concentrated investment strategy as of June 30th, 2026.
The fund's entire portfolio is allocated to just one holding: Circle Internet Group Inc (CRCL). This single stock represents 100% of the total portfolio value, amounting to $436.79 million.
Circle Internet Group Inc (CRCL) is listed on the NYSE and can be explored further at this link. The fund holds 6,974,093 shares of this stock.
The position in CRCL has seen a slight decrease from the previous period. Specifically, there was a reduction of -22,018 shares and a corresponding value change of -0.31%. This indicates some level of portfolio turnover or adjustment regarding its largest holding.
Regarding sector allocation, Idg-Accel China Capital II Associates L.P.'s holdings are fully concentrated within the technology sector (represented by CRCL). However, the data does not explicitly define a specific sector for this investment. You can find more information about the fund at this link.
The portfolio's structure shows only one holding, Circle Internet Group Inc (CRCL), with a 100% allocation. This lack of diversification across different sectors or stocks is evident from the data provided.