E Fund Management Co., Ltd.
Net buyer this quarter
$4.46B
485
+$260M
49.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PDD | $360M | 8.07% | 0.08% | +2.7% | Q1 2021 |
 LRCX | $263M | 5.89% | 0.05% | +429.7% | Q1 2021 |
 AMD | $248M | 5.57% | 0.03% | +188.6% | Q1 2021 |
 NVDA | $235M | 5.27% | 0.00% | -12.8% | Q1 2021 |
 INTC | $209M | 4.69% | 0.03% | +85.6% | Q1 2021 |
 AAPL | $200M | 4.50% | 0.00% | -3.3% | Q1 2021 |
 TSM | $196M | 4.40% | 0.00% | -21.2% | Q3 2022 |
 ASML | $172M | 3.87% | 0.02% | +152.7% | Q1 2021 |
 KLAC | $166M | 3.72% | 0.04% | +131.2% | Q1 2021 |
 SNDK | $155M | 3.47% | 0.05% | +17.9% | Q1 2026 |
 MU | $136M | 3.06% | 0.01% | -18.6% | Q1 2021 |
 MSFT | $130M | 2.92% | 0.00% | +1.9% | Q1 2021 |
 MRVL | $105M | 2.36% | 0.04% | +61.1% | Q1 2021 |
 ALAB | $95.1M | 2.13% | 0.11% | New | Q2 2026 |
 AVGO | $85.3M | 1.91% | 0.00% | -1.7% | Q1 2021 |
 AMAT | $82.3M | 1.85% | 0.01% | +115.2% | Q1 2021 |
 AMZN | $66.2M | 1.49% | 0.00% | +20.1% | Q1 2021 |
 GOOGL | $59.6M | 1.34% | 0.00% | -62.0% | Q1 2021 |
 GLW | $54.2M | 1.22% | 0.02% | -69.3% | Q1 2021 |
| GOOG | $43.7M | 0.98% | Not reported | -26.1% | Q1 2021 |
 TSLA | $42.9M | 0.96% | 0.00% | +7.2% | Q1 2021 |
 STX | $41.8M | 0.94% | 0.02% | +235.4% | Q1 2021 |
 YMM | $37.9M | 0.85% | Not reported | +3.5% | Q3 2021 |
 META | $35.7M | 0.80% | Not reported | 0.0% | Q1 2021 |
 CSCO | $32.2M | 0.72% | 0.01% | +4.6% | Q1 2021 |
 TME | $29M | 0.65% | 0.11% | +23.8% | Q1 2021 |
 BZ | $27.5M | 0.62% | 2.14% | +23.0% | Q4 2021 |
 UMC | $27.1M | 0.61% | 0.01% | New | Q2 2026 |
 TAL | $25.1M | 0.56% | Not reported | +22.7% | Q1 2021 |
 WMT | $24.7M | 0.55% | 0.00% | +8.3% | Q1 2021 |
 GEV | $23M | 0.52% | 0.01% | +26.5% | Q2 2024 |
 VIPS | $20.7M | 0.46% | 0.14% | +16.2% | Q1 2021 |
 COST | $19.2M | 0.43% | 0.00% | +8.1% | Q1 2021 |
 WDC | $19.2M | 0.43% | 0.01% | +46.1% | Q1 2021 |
 BE | $19.1M | 0.43% | 0.02% | -23.6% | Q1 2026 |
 PLTR | $18.8M | 0.42% | 0.01% | +4.1% | Q3 2024 |
 TXN | $18.8M | 0.42% | 0.01% | -23.9% | Q1 2021 |
 FUTU | $17.8M | 0.40% | 0.05% | -25.8% | Q4 2022 |
 PANW | $17.7M | 0.40% | 0.01% | +7.6% | Q4 2021 |
 DBO | $17.3M | 0.39% | 8.13% | Not reported | Q1 2021 |
 USO | $16.2M | 0.36% | 1.24% | +30.7% | Q1 2021 |
 LITE | $14.7M | 0.33% | 0.02% | -91.8% | Q1 2026 |
 CIEN | $14.1M | 0.32% | 0.02% | -40.0% | Q1 2026 |
 NFLX | $13.9M | 0.31% | 0.00% | +7.6% | Q1 2021 |
 ATAT | $13.7M | 0.31% | 0.10% | -4.4% | Q1 2025 |
 SPY | $13.5M | 0.30% | Not reported | +7.8% | Q4 2021 |
 CRDO | $12.8M | 0.29% | 0.03% | Not reported | Q1 2023 |
 CRWD | $12.3M | 0.28% | 0.01% | +7.6% | Q3 2021 |
 ADI | $12.2M | 0.27% | 0.01% | +4.1% | Q1 2021 |
 QCOM | $12.1M | 0.27% | 0.01% | +3.1% | Q1 2021 |
| Q1 2026 | |||||
| PDD | $469M | 13.94% | 0.08% | +34.9% | Q1 2021 |
| NVDA | $235M | 6.97% | 0.01% | +41.0% | Q1 2021 |
| AAPL | $182M | 5.40% | 0.00% | +33.1% | Q1 2021 |
| TSM | $176M | 5.23% | 0.00% | +171.5% | Q3 2022 |
| LITE | $147M | 4.37% | 0.29% | New | Q1 2026 |
| MSFT | $127M | 3.77% | 0.00% | -1.2% | Q1 2021 |
| GOOGL | $126M | 3.75% | 0.00% | +230.6% | Q1 2021 |
| GLW | $94M | 2.79% | 0.08% | +4732.1% | Q1 2021 |
 AXTI | $71.9M | 2.14% | 2.27% | New | Q1 2026 |
| AVGO | $71.1M | 2.11% | 0.00% | -10.7% | Q1 2021 |
 TSEM | $61M | 1.81% | 0.31% | New | Q1 2026 |
| MU | $49M | 1.46% | 0.01% | +125.7% | Q1 2021 |
| AMZN | $48.2M | 1.43% | 0.00% | +3.3% | Q1 2021 |
| GOOG | $48M | 1.43% | Not reported | +62.1% | Q1 2021 |
| ASML | $45.3M | 1.35% | 0.01% | -20.3% | Q1 2021 |
| YMM | $37.4M | 1.11% | Not reported | +18.3% | Q3 2021 |
| SNDK | $36.7M | 1.09% | 0.04% | New | Q1 2026 |
| META | $36.3M | 1.08% | Not reported | +23.4% | Q1 2021 |
| INTC | $35.6M | 1.06% | 0.02% | +316.5% | Q1 2021 |
| TSLA | $35.4M | 1.05% | 0.00% | +30.1% | Q1 2021 |
| FUTU | $35M | 1.04% | 0.06% | +261.1% | Q4 2022 |
| KLAC | $35M | 1.04% | 0.02% | -27.0% | Q1 2021 |
| AMD | $30.1M | 0.89% | 0.01% | +17.7% | Q1 2021 |
| TME | $26.1M | 0.77% | 0.09% | +7.3% | Q1 2021 |
| WMT | $25M | 0.74% | 0.00% | +341.1% | Q1 2021 |
| LRCX | $24.4M | 0.73% | 0.01% | +113.1% | Q1 2021 |
| TAL | $24.3M | 0.72% | Not reported | +11.0% | Q1 2021 |
| BZ | $23.3M | 0.69% | 1.74% | -2.4% | Q4 2021 |
| PLTR | $22.7M | 0.67% | 0.01% | +25.6% | Q3 2024 |
| MRVL | $21.7M | 0.64% | 0.03% | +872.1% | Q1 2021 |
| VIPS | $21.1M | 0.63% | 0.12% | -7.1% | Q1 2021 |
| CSCO | $20.3M | 0.60% | 0.01% | +32.5% | Q1 2021 |
| DBO | $19.3M | 0.57% | 5.24% | +17.3% | Q1 2021 |
| COST | $18.9M | 0.56% | 0.00% | +26.5% | Q1 2021 |
| CIEN | $18.6M | 0.55% | 0.03% | New | Q1 2026 |
| AMAT | $18.1M | 0.54% | 0.01% | +56.1% | Q1 2021 |
| NFLX | $17.4M | 0.52% | 0.00% | +1.4% | Q1 2021 |
| ATAT | $16.6M | 0.49% | 0.11% | Not reported | Q1 2025 |
| TXN | $16.1M | 0.48% | 0.01% | +116.8% | Q1 2021 |
| BNO | $15.3M | 0.45% | 4.85% | Not reported | Q1 2021 |
| USO | $14.8M | 0.44% | 0.79% | Not reported | Q1 2021 |
 SGOL | $13.7M | 0.41% | 0.17% | -59.3% | Q1 2025 |
| GEV | $13.5M | 0.40% | 0.01% | +2125.9% | Q2 2024 |
| GLDM | $13.4M | 0.40% | 0.05% | -60.0% | Q1 2021 |
 IAU | $13.2M | 0.39% | 0.02% | -60.8% | Q1 2021 |
| GLD | $12.9M | 0.38% | 0.01% | -61.3% | Q1 2021 |
| BE | $11.2M | 0.33% | 0.03% | New | Q1 2026 |
| SPY | $10.9M | 0.33% | Not reported | +3.8% | Q4 2021 |
 XOM | $9.94M | 0.30% | 0.00% | +30.5% | Q1 2021 |
 LIN | $9.71M | 0.29% | 0.00% | +22.7% | Q1 2021 |
| Q2 2025 | |||||
| PDD | $356M | 16.98% | 0.06% | -2.0% | Q1 2021 |
| MSFT | $172M | 8.22% | 0.00% | -7.3% | Q1 2021 |
| NVDA | $151M | 7.19% | 0.00% | -6.9% | Q1 2021 |
| AAPL | $110M | 5.26% | 0.00% | -14.6% | Q1 2021 |
| AVGO | $70.9M | 3.38% | 0.01% | +14.2% | Q1 2021 |
| TME | $51M | 2.43% | 0.08% | -10.3% | Q1 2021 |
| AMZN | $49.1M | 2.34% | 0.00% | -9.5% | Q1 2021 |
| YMM | $45M | 2.15% | Not reported | -5.9% | Q3 2021 |
| TSM | $43.5M | 2.07% | 0.00% | -19.8% | Q3 2022 |
| META | $37.9M | 1.81% | Not reported | -16.9% | Q1 2021 |
| ASML | $34.5M | 1.64% | 0.01% | -5.5% | Q1 2021 |
| BZ | $31.8M | 1.52% | 1.78% | -1.8% | Q4 2021 |
| KLAC | $29.2M | 1.39% | 0.00% | -20.9% | Q1 2021 |
| NFLX | $23.9M | 1.14% | 0.00% | -3.0% | Q1 2021 |
| IAU | $23.8M | 1.14% | 0.05% | +494.3% | Q1 2021 |
| SGOL | $23.8M | 1.13% | 0.46% | +530.3% | Q1 2025 |
| GLDM | $23.6M | 1.13% | 0.16% | +488.1% | Q1 2021 |
| GLD | $23.6M | 1.13% | 0.02% | +488.4% | Q1 2021 |
| GOOGL | $23.4M | 1.11% | 0.00% | -3.0% | Q1 2021 |
| TSLA | $23.3M | 1.11% | 0.00% | -8.7% | Q1 2021 |
 QFIN | $23.1M | 1.10% | 0.19% | -16.7% | Q3 2021 |
| VIPS | $21.8M | 1.04% | 0.13% | -3.5% | Q1 2021 |
| TAL | $19.7M | 0.94% | Not reported | -4.0% | Q1 2021 |
| GOOG | $18.3M | 0.87% | Not reported | -20.9% | Q1 2021 |
| AMD | $17.8M | 0.85% | 0.01% | +11.4% | Q1 2021 |
| PLTR | $16.8M | 0.80% | 0.01% | -3.7% | Q3 2024 |
| COST | $14.9M | 0.71% | 0.00% | -12.4% | Q1 2021 |
 ORCL | $13.9M | 0.66% | 0.00% | +24.5% | Q1 2021 |
| CSCO | $13.7M | 0.65% | 0.01% | -12.5% | Q1 2021 |
 NOW | $11.4M | 0.54% | 0.01% | +37.1% | Q1 2021 |
 CLS | $11.1M | 0.53% | 0.06% | +748.8% | Q1 2025 |
| DBO | $11M | 0.53% | 4.84% | Not reported | Q1 2021 |
 INTU | $11M | 0.52% | 0.01% | +7.0% | Q1 2021 |
| SPY | $10M | 0.48% | Not reported | -4.2% | Q4 2021 |
| FUTU | $8.77M | 0.42% | 0.02% | -81.0% | Q4 2022 |
| QCOM | $8.73M | 0.42% | 0.01% | -12.7% | Q1 2021 |
 JPM | $8.41M | 0.40% | 0.00% | -27.2% | Q1 2021 |
 ADBE | $8.22M | 0.39% | 0.01% | -14.1% | Q1 2021 |
 ATHM | $8.13M | 0.39% | 0.07% | -0.2% | Q1 2021 |
| MU | $7.93M | 0.38% | 0.01% | +8.4% | Q1 2021 |
| TXN | $7.92M | 0.38% | 0.00% | -9.7% | Q1 2021 |
| LIN | $7.49M | 0.36% | 0.00% | -12.6% | Q1 2021 |
 APH | $7.42M | 0.35% | 0.01% | +31.5% | Q1 2021 |
 BRK.B | $7.36M | 0.35% | Not reported | -28.6% | Q1 2021 |
 IBM | $7.23M | 0.34% | 0.00% | -15.9% | Q1 2021 |
 CRM | $6.91M | 0.33% | 0.00% | -15.5% | Q1 2021 |
 ISRG | $6.86M | 0.33% | 0.00% | -11.8% | Q1 2021 |
 YUMC | $6.82M | 0.32% | 0.04% | -0.9% | Q4 2021 |
 LLY | $6.74M | 0.32% | 0.00% | -19.3% | Q1 2021 |
 TMUS | $6.63M | 0.32% | 0.00% | -8.8% | Q1 2021 |
| Q1 2025 | |||||
| PDD | $411M | 19.65% | 0.06% | -18.8% | Q1 2021 |
| MSFT | $140M | 6.70% | 0.01% | +13.8% | Q1 2021 |
| AAPL | $140M | 6.68% | 0.00% | +19.4% | Q1 2021 |
| NVDA | $111M | 5.31% | 0.00% | +15.7% | Q1 2021 |
 BEKE | $70.4M | 3.36% | Not reported | -18.4% | Q1 2021 |
| YMM | $51.7M | 2.47% | Not reported | -16.4% | Q3 2021 |
| AMZN | $47.1M | 2.25% | 0.00% | +41.0% | Q1 2021 |
| TME | $42.1M | 2.01% | 0.09% | -19.3% | Q1 2021 |
| TSM | $39.7M | 1.90% | 0.00% | -17.2% | Q3 2022 |
| FUTU | $38.2M | 1.82% | 0.09% | +12.5% | Q4 2022 |
| AVGO | $37.7M | 1.80% | 0.00% | +7.2% | Q1 2021 |
| META | $35.6M | 1.70% | Not reported | +59.8% | Q1 2021 |
| BZ | $34.8M | 1.66% | 1.81% | -18.8% | Q4 2021 |
| ASML | $30.2M | 1.44% | 0.01% | +3.4% | Q1 2021 |
| QFIN | $28.7M | 1.37% | 0.23% | -18.8% | Q3 2021 |
| KLAC | $28M | 1.34% | 0.03% | +4.7% | Q1 2021 |
| TAL | $26.5M | 1.27% | Not reported | -19.0% | Q1 2021 |
| VIPS | $23.5M | 1.12% | 0.13% | -19.6% | Q1 2021 |
| GOOGL | $21.1M | 1.01% | 0.00% | +39.4% | Q1 2021 |
| TSLA | $20.8M | 0.99% | 0.00% | +24.7% | Q1 2021 |
| GOOG | $20.4M | 0.97% | Not reported | +53.2% | Q1 2021 |
| NFLX | $17.2M | 0.82% | 0.00% | +75.7% | Q1 2021 |
| COST | $16.2M | 0.77% | 0.00% | +67.8% | Q1 2021 |
| CSCO | $14M | 0.67% | 0.01% | +38.5% | Q1 2021 |
| AMAT | $13.9M | 0.66% | 0.01% | +4.0% | Q1 2021 |
| AMD | $11.6M | 0.55% | 0.01% | +69.9% | Q1 2021 |
| BRK.B | $11.3M | 0.54% | Not reported | +35.7% | Q1 2021 |
| PLTR | $10.8M | 0.52% | 0.01% | +88.1% | Q3 2024 |
| JPM | $9.77M | 0.47% | 0.00% | +18.1% | Q1 2021 |
| QCOM | $9.65M | 0.46% | 0.01% | +37.9% | Q1 2021 |
| ADBE | $9.48M | 0.45% | 0.01% | +37.1% | Q1 2021 |
| SPY | $9.47M | 0.45% | Not reported | -5.9% | Q4 2021 |
 V | $9.32M | 0.45% | 0.00% | +43.2% | Q1 2021 |
| LLY | $8.85M | 0.42% | 0.00% | +15.6% | Q1 2021 |
| ATHM | $8.75M | 0.42% | 0.07% | -18.9% | Q1 2021 |
| LIN | $8.51M | 0.41% | 0.00% | +69.1% | Q1 2021 |
| TMUS | $8.14M | 0.39% | 0.00% | +103.6% | Q1 2021 |
| CRM | $8.05M | 0.38% | 0.00% | -21.3% | Q1 2021 |
| YUMC | $8.01M | 0.38% | 0.04% | -31.0% | Q4 2021 |
| INTU | $7.99M | 0.38% | 0.00% | +13.3% | Q1 2021 |
 PEP | $7.92M | 0.38% | 0.00% | +69.3% | Q1 2021 |
 MA | $7.74M | 0.37% | 0.00% | +17.9% | Q1 2021 |
| TXN | $7.59M | 0.36% | 0.00% | +13.3% | Q1 2021 |
| IBM | $7.25M | 0.35% | 0.00% | +8.4% | Q1 2021 |
 BSX | $7.22M | 0.34% | 0.00% | -17.6% | Q3 2021 |
| ORCL | $7.17M | 0.34% | 0.00% | +8.1% | Q1 2021 |
| ISRG | $7.09M | 0.34% | 0.00% | +64.6% | Q1 2021 |
| INTC | $6.99M | 0.33% | 0.01% | +119.3% | Q1 2021 |
| XOM | $6.73M | 0.32% | 0.00% | +17.5% | Q1 2021 |
 UNH | $6.54M | 0.31% | 0.00% | +17.3% | Q1 2021 |