Yunqi Capital Ltd has divested its entire position in XPeng (XPEV), selling 212,600 shares valued at approximately $3.95 million in the first quarter, as revealed in a recent SEC filing. This move leaves Yunqi with no exposure to XPeng, which has seen its stock decline 20.3% over the past year, significantly underperforming the S&P 500.
Despite the sell-off, XPeng has demonstrated strong operational momentum, reporting its first quarterly profit in Q4 2025 and a remarkable 125% increase in vehicle deliveries for the full year. The company is aggressively expanding its global presence, recently entering the Latin American market, and focusing on innovative technologies in the EV sector, including autonomous driving and AI.
For investors, this transaction underscores the importance of not conflating institutional selling with company weakness. XPeng’s path to profitability and expanding international footprint may present a compelling long-term investment opportunity, despite the inherent risks associated with its Chinese origin.
Source: fool.com