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 $3.37B across 485 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PDD ($469.3M, 13.94%), NVDA ($234.7M, 6.97%), AAPL ($181.7M, 5.40%), TSM ($176.1M, 5.23%), LITE ($147.2M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $469.3M | 13.94% | 4.6M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $234.7M | 6.97% | 1.3M | Added |
| 3 | AAPL | APPLE INC | $181.7M | 5.40% | 716,058 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $176.1M | 5.23% | 521,073 | Added |
| 5 | LITE | LUMENTUM HLDGS INC | $147.2M | 4.37% | 209,446 | New |
| 6 | MSFT | MICROSOFT CORP | $126.8M | 3.77% | 342,436 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $126.1M | 3.75% | 438,615 | Added |
| 8 | GLW | CORNING INC | $94.0M | 2.79% | 691,273 | Added |
| 9 | AXTI | AXT INC | $71.9M | 2.14% | 1.3M | New |
| 10 | AVGO | BROADCOM INC | $71.1M | 2.11% | 229,709 | Trimmed |
| 11 | TSEM | TOWER SEMICONDUCTOR LTD | $61.0M | 1.81% | 347,752 | New |
| 12 | MU | MICRON TECHNOLOGY INC | $49.0M | 1.46% | 145,173 | Added |
| 13 | AMZN | AMAZON COM INC | $48.2M | 1.43% | 231,201 | Added |
| 14 | GOOG | ALPHABET INC | $48.0M | 1.43% | 167,296 | Added |
| 15 | ASML | ASML HLDG NV | $45.3M | 1.35% | 34,286 | Trimmed |
| 16 | YMM | FULL TRUCK ALLIANCE CO LTD | $37.4M | 1.11% | 4.5M | Added |
| 17 | SNDK | SANDISK CORP | $36.7M | 1.09% | 57,747 | New |
| 18 | META | META PLATFORMS INC | $36.3M | 1.08% | 63,390 | Added |
| 19 | INTC | INTEL CORP | $35.6M | 1.06% | 807,234 | Added |
| 20 | TSLA | TESLA INC | $35.4M | 1.05% | 95,262 | Added |
| 21 | KLAC | KLA CORP | $35.0M | 1.04% | 23,772 | Trimmed |
| 22 | FUTU | FUTU HLDGS LTD | $35.0M | 1.04% | 256,145 | Added |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $30.1M | 0.89% | 147,961 | Added |
| 24 | IVV | ISHARES TR | $29.0M | 0.86% | 44,471 | Added |
| 25 | TME | TENCENT MUSIC ENTMT GROUP | $26.1M | 0.77% | 2.8M | Added |
Source: SEC Form 13F filings · as of 2026-03-31