Billion-level private equity's heavy-holding stocks for the second quarter have been released, with two major directions becoming the focus of layout.

The A-share market is entering a concentrated disclosure period for the 2026 semi-annual reports, and the major positions of top private equity firms in the second quarter are gradually becoming apparent. According to statistics from the Private Placement Network, as of August 12, a total of 14 private equity firms with over 10 billion yuan in assets have appeared in the top ten circulating shareholders of 12 listed companies, collectively holding shares worth 10.343 billion yuan. In terms of changes, the overall trend shows a layout rhythm of "mainly new entrants, supplemented by increased holdings." From the perspective of industry distribution, the computer, electronics, and machinery sectors have become the most concentrated areas for private equity holdings at the end of the second quarter, with two main linestechnology and high-end manufacturingbecoming the focus of investment.