Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
E Fund Management Co., Ltd. (CIK 1842296) reported $4.46B across 488 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PDD ($359.7M, 8.07%), LRCX ($262.6M, 5.89%), AMD ($248.1M, 5.57%), NVDA ($234.8M, 5.27%), INTC ($209.2M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $359.7M | 8.07% | 4.7M | Added |
| 2 | LRCX | LAM RESEARCH CORP | $262.6M | 5.89% | 605,923 | Added |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $248.1M | 5.57% | 427,038 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $234.8M | 5.27% | 1.2M | Trimmed |
| 5 | INTC | INTEL CORP | $209.2M | 4.69% | 1.5M | Added |
| 6 | AAPL | APPLE INC | $200.5M | 4.50% | 692,774 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $196.1M | 4.40% | 410,569 | Trimmed |
| 8 | ASML | ASML HLDG NV | $172.3M | 3.87% | 86,631 | Added |
| 9 | KLAC | KLA CORP | $165.8M | 3.72% | 549,478 | Added |
| 10 | SNDK | SANDISK CORP | $154.8M | 3.47% | 68,067 | Added |
| 11 | MU | MICRON TECHNOLOGY INC | $136.5M | 3.06% | 118,220 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $130.2M | 2.92% | 348,914 | Added |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $104.9M | 2.36% | 352,311 | Added |
| 14 | ALAB | ASTERA LABS INC | $95.1M | 2.13% | 196,877 | New |
| 15 | AVGO | BROADCOM INC | $85.3M | 1.91% | 225,840 | Trimmed |
| 16 | AMAT | APPLIED MATLS INC | $82.3M | 1.85% | 113,843 | Added |
| 17 | AMZN | AMAZON COM INC | $66.2M | 1.49% | 277,655 | Added |
| 18 | GOOGL | ALPHABET INC | $59.6M | 1.34% | 166,727 | Trimmed |
| 19 | GLW | CORNING INC | $54.2M | 1.22% | 212,013 | Trimmed |
| 20 | GOOG | ALPHABET INC | $43.7M | 0.98% | 123,603 | Trimmed |
| 21 | TSLA | TESLA INC | $42.9M | 0.96% | 102,095 | Added |
| 22 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $41.8M | 0.94% | 43,312 | Added |
| 23 | YMM | FULL TRUCK ALLIANCE CO LTD | $37.9M | 0.85% | 4.7M | Added |
| 24 | IVV | ISHARES TR | $36.3M | 0.82% | 48,512 | Added |
| 25 | META | META PLATFORMS INC | $35.7M | 0.80% | 63,383 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30