Top private equity firms increase holdings with big bets, eyeing 2026 structural opportunities.

In the first week of the year 2026, top private equity funds showed their offensive. According to the latest statistics from the Private Equity Ranking Network, as of January 9, 2026, the stock private equity position index once again exceeded 81%, an increase of over 1 percentage point compared to the end of 2025, ending the previous three weeks of decline. Among them, the large private equity funds increased their positions by nearly 8 percentage points in the first week. In the words of industry insiders, whether it is the easing of external uncertainty, the reconfiguration of assets for residents and institutions in a low interest rate environment, or the further consolidation of the profit cycle bottom of listed companies, all will drive the structural market trend in 2026, maintaining a high position and anchoring performance certainty to find opportunities is the "best posture" for obtaining excess returns this year.