本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Funde Sino Life Insurance Co Ltd (CIK 1652027) reported $306.8M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($245.8M, 80.13%), AXTI ($23.4M, 7.63%), AAOI ($17.8M, 5.81%), INTC ($12.5M, 4.08%), MRVL ($4.3M, 1.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $245.8M | 80.13% | 212,943 | New |
| 2 | AXTI | AXT INC | $23.4M | 7.63% | 324,751 | New |
| 3 | AAOI | APPLIED OPTOELECTRONICS INC | $17.8M | 5.81% | 120,306 | New |
| 4 | INTC | INTEL CORP | $12.5M | 4.08% | 89,675 | New |
| 5 | MRVL | MARVELL TECHNOLOGY INC | $4.3M | 1.39% | 14,281 | New |
| 6 | POET | POET TECHNOLOGIES INC | $2.1M | 0.67% | 200,751 | New |
| 7 | SNDK | SANDISK CORP | $884,481 | 0.29% | 389 | New |
| 8 | JRJC | CHINA FIN ONLINE CO LTD | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30