JO
YSG

John Overdeck’s Yatsen Holding YSG Stock Holding History

John Overdeck’s Portfolio YSG Stock Details YSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-47,620
Closed -$147K – 5495
2026
Q1 		$147K Buy
47,620
+13,470
+39% +$54.2K ﹤0.01% 4335
2025
Q4 		$133K Buy
34,150
+21,587
+172% +$137K ﹤0.01% 3826
2025
Q3 		$114K Buy
+12,563
New +$120K ﹤0.01% 3453
2024
Q1 		– Sell
-15,656
Closed -$57.3K – 3430
2023
Q4 		$57.3K Sell
15,656
-4,851
-24% -$20.8K ﹤0.01% 2985
2023
Q3 		$103K Sell
20,507
-11,766
-36% -$63K ﹤0.01% 2743
2023
Q2 		$163K Sell
32,273
-63,407
-66% -$326K ﹤0.01% 2684
2023
Q1 		$708K Buy
+95,680
New +$719K ﹤0.01% 2044
2022
Q3 		– Sell
-14,859
Closed -$115K – 2884
2022
Q2 		$115K Sell
14,859
-507,906
-97% -$1.73M ﹤0.01% 2252
2022
Q1 		$1.79M Sell
522,765
-77,772
-13% -$521K 0.01% 1405
2021
Q4 		$6.46M Buy
600,537
+500,898
+503% +$7.02M 0.01% 1046
2021
Q3 		$1.9M Buy
+99,639
New +$3.04M ﹤0.01% 2041
2021
Q1 		– Sell
-28,312
Closed -$2.41M – 4315
2020
Q4 		$2.41M Buy
+28,312
New +$2.37M 0.01% 1376

Other funds holding YSG

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAMI
Perseverance Asset Management International George Town, Cayman Islands $979M AUM 50.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
Helios Capital Management Singapore $102M AUM 3.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's YSG Position: Q2 2026 in Review

John Overdeck sold out of Yatsen Holding (YSG) in Q2 2026, closing a stake of 47,620 shares — an estimated $147K sold.

John Overdeck first reported a position in YSG in Q4 2020 and held it in 12 quarters. The position peaked at $6.46M in Q4 2021. 43 funds tracked by Wall St. Rank hold YSG as of Q2 2026.

  • John Overdeck reported no remaining Yatsen Holding position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 47,620 Yatsen Holding shares in Q2 2026, an estimated $147K.
  • John Overdeck first reported a position in Yatsen Holding in Q4 2020 and held it in 12 quarters.
  • John Overdeck's Yatsen Holding position peaked at $6.46M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Yatsen Holding as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.