E Fund Management Co., Ltd. Top Holdings and 13F Report (2026) About E Fund Management Co., Ltd.Investment ActivityE Fund Management Co., Ltd. has $3.37 billion in total holdings as of March 31, 2026.E Fund Management Co., Ltd. owns shares of 489 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 41.29% of the portfolio was purchased this quarter.About 6.07% of the portfolio was sold this quarter.This quarter, E Fund Management Co., Ltd. has purchased 394 new stocks and bought additional shares in 275 stocks.E Fund Management Co., Ltd. sold shares of 76 stocks and completely divested from 41 stocks this quarter.Largest Holdings PDD $469,318,155NVIDIA $234,702,985Apple $181,728,360Taiwan Semiconductor Manufacturing $176,096,621Lumentum $147,190,271 Largest New Holdings this Quarter 55024U109 - Lumentum $147,190,271 Holding00246W103 - AXT $71,949,729 HoldingM87915274 - Tower Semiconductor $61,023,521 Holding80004C200 - SANDISK CORP $36,688,979 Holding171779309 - Ciena $18,616,017 Holding Largest Purchases this Quarter Lumentum 209,446 shares (about $147.19M)PDD 1,189,332 shares (about $121.53M)Taiwan Semiconductor Manufacturing 329,128 shares (about $111.23M)Corning 676,967 shares (about $92.05M)Alphabet 305,945 shares (about $87.98M) Largest Sales this Quarter iShares Gold Trust 232,264 shares (about $20.48M)SPDR Gold Shares 47,513 shares (about $20.44M)SPDR Gold MiniShares Trust 216,390 shares (about $20.06M)abrdn Physical Gold Shares ETF 446,401 shares (about $19.92M)CELESTICA INC 70,200 shares (about $19.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofE Fund Management Co., Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$469,318,155$121,525,944 ▲34.9%4,593,05313.9%Retail/WholesaleNVDANVIDIA$234,702,985$68,228,942 ▲41.0%1,345,7747.0%Computer and TechnologyAAPLApple$181,728,360$45,211,673 ▲33.1%716,0585.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$176,096,621$111,228,808 ▲171.5%521,0735.2%Computer and TechnologyLITELumentum$147,190,271$147,190,271 ▲New Holding209,4464.4%Computer and TechnologyMSFTMicrosoft$126,759,534$1,531,393 ▼-1.2%342,4363.8%Computer and TechnologyGOOGLAlphabet$126,128,129$87,977,544 ▲230.6%438,6153.7%Computer and TechnologyGLWCorning$93,992,390$92,047,203 ▲4,732.0%691,2732.8%Computer and TechnologyAXTIAXT$71,949,729$71,949,729 ▲New Holding1,262,7192.1%Computer and TechnologyAVGOBroadcom$71,097,233$8,531,643 ▼-10.7%229,7092.1%Computer and TechnologyTSEMTower Semiconductor$61,023,521$61,023,521 ▲New Holding347,7521.8%Computer and TechnologyMUMicron Technology$49,045,247$27,315,378 ▲125.7%145,1731.5%Computer and TechnologyAMZNAmazon.com$48,152,232$1,529,743 ▲3.3%231,2011.4%Retail/WholesaleGOOGAlphabet$47,990,531$18,391,168 ▲62.1%167,2961.4%Computer and TechnologyASMLASML$45,285,977$11,559,904 ▼-20.3%34,2861.3%Computer and TechnologyYMMFull Truck Alliance$37,424,160$5,795,135 ▲18.3%4,508,9351.1%Business ServicesSANDISK CORP$36,688,979$36,688,979 ▲New Holding57,7471.1%COMMETAMeta Platforms$36,267,321$6,868,993 ▲23.4%63,3901.1%Computer and TechnologyINTCIntel$35,623,236$27,070,577 ▲316.5%807,2341.1%Computer and TechnologyTSLATesla$35,413,649$8,188,166 ▲30.1%95,2621.1%Auto/Tires/TrucksFUTUFutu$35,030,390$25,330,414 ▲261.1%256,1451.0%Business ServicesKLACKLA$35,002,131$12,938,067 ▼-27.0%23,7721.0%Computer and TechnologyAMDAdvanced Micro Devices$30,099,706$4,514,722 ▲17.6%147,9610.9%Computer and TechnologyIVViShares Core S&P 500 ETF$29,048,902$8,248,083 ▲39.7%44,4710.9%ETFTMETencent Music Entertainment Group$26,071,723$1,770,819 ▲7.3%2,809,4530.8%Consumer DiscretionaryWALMART INC$25,014,830$19,343,312 ▲341.1%201,2780.7%COMLAM RESEARCH CORP$24,441,849$12,969,375 ▲113.0%114,3960.7%COM NEWTALTAL Education Group$24,337,712$2,407,188 ▲11.0%2,140,5200.7%Consumer DiscretionaryBZKANZHUN$23,289,642$572,275 ▼-2.4%1,739,3310.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC$22,665,940$4,612,355 ▲25.5%154,9490.7%CL AMRVLMarvell Technology$21,660,749$19,432,421 ▲872.1%218,6850.6%Computer and TechnologyVIPSVipshop$21,130,399$1,607,936 ▼-7.1%1,344,1730.6%Computer and TechnologyCSCOCisco Systems$20,339,831$4,983,606 ▲32.5%262,1450.6%Computer and TechnologyDBOInvesco DB Oil Fund$19,271,407$2,837,653 ▲17.3%979,7360.6%FinanceCOSTCostco Wholesale$18,918,220$3,966,788 ▲26.5%18,9860.6%Retail/WholesaleCIENCiena$18,616,017$18,616,017 ▲New Holding47,9510.6%Computer and TechnologyAMATApplied Materials$18,077,957$6,496,744 ▲56.1%52,8920.5%Computer and TechnologyNFLXNetflix$17,411,708$15,695,334 ▲914.4%181,0890.5%Consumer DiscretionaryATATAtour Lifestyle$16,564,500$16,564,500 ▲New Holding450,0000.5%Consumer DiscretionaryXBISPDR S&P Biotech ETF$16,413,305$16,413,305 ▲New Holding128,5000.5%ETFTXNTexas Instruments$16,059,455$8,653,208 ▲116.8%82,7210.5%Computer and TechnologyBNOUnited States Brent Oil Fund$15,260,358$15,260,358 ▲New Holding293,4120.5%ETFUSOUnited States Oil Fund$14,819,408$14,819,408 ▲New Holding116,4590.4%ETFSGOLabrdn Physical Gold Shares ETF$13,693,432$19,918,413 ▼-59.3%306,8900.4%ETFGE VERNOVA INC$13,503,763$12,897,098 ▲2,125.9%15,4700.4%COMGLDMSPDR Gold MiniShares Trust$13,396,022$20,057,189 ▼-60.0%144,5250.4%FinanceIAUiShares Gold Trust$13,220,826$20,476,394 ▼-60.8%149,9640.4%FinanceGLDSPDR Gold Shares$12,922,900$20,444,369 ▼-61.3%30,0330.4%FinanceBEBloom Energy$11,198,113$11,198,113 ▲New Holding82,6490.3%EnergySPYSPDR S&P 500 ETF Trust$10,943,271$401,910 ▲3.8%16,8270.3%FinanceXOMExxonMobil$9,936,817$2,321,288 ▲30.5%58,5690.3%EnergyLINDE PLC$9,705,990$1,792,668 ▲22.7%19,5780.3%SHSADIAnalog Devices$9,347,271$2,711,507 ▲40.9%29,3810.3%Computer and TechnologyCOHRCoherent$9,080,089$7,412,619 ▲444.5%38,1180.3%Business ServicesPEPPepsiCo$8,956,195$1,750,895 ▲24.3%57,6740.3%Consumer StaplesORCLOracle$8,723,623$659,641 ▼-7.0%59,3000.3%Computer and TechnologyARM HOLDINGS PLC$8,538,848$6,516,688 ▲322.3%56,4440.3%SPONSORED ADSJPMJPMorgan Chase & Co.$8,231,480$298,867 ▼-3.5%27,9830.2%FinanceQCOMQualcomm$8,174,954$1,115,364 ▲15.8%63,4800.2%Computer and TechnologyLLYEli Lilly and Company$7,884,268$70,822 ▼-0.9%8,5720.2%MedicalTMUST-Mobile US$7,740,445$1,892,160 ▲32.4%36,8540.2%Computer and TechnologyPANWPalo Alto Networks$7,722,454$3,245,037 ▲72.5%48,1690.2%Computer and TechnologyIBMInternational Business Machines$7,709,699$1,768,235 ▲29.8%31,8070.2%Computer and TechnologyBRK.BBerkshire Hathaway$7,609,696$345,503 ▲4.8%15,8800.2%FinanceAMGNAmgen$7,574,627$1,041,124 ▲15.9%21,5280.2%MedicalINTUIntuit$7,107,463$1,088,733 ▲18.1%16,4380.2%Computer and TechnologyGILDGilead Sciences$7,032,331$821,029 ▲13.2%50,4580.2%MedicalAPPLOVIN CORP$6,999,228$2,872,764 ▲69.6%17,5860.2%COM CL AYUMCYum China$6,818,411$676,139 ▼-9.0%138,7000.2%Retail/WholesaleYYJOYY$6,771,547$738,925 ▼-9.8%115,9710.2%Computer and TechnologyJNJJohnson & Johnson$6,404,083$127,842 ▼-2.0%26,1990.2%MedicalQFINQfin$6,168,592$708,682 ▼-10.3%477,8150.2%Business ServicesISRGIntuitive Surgical$6,115,032$293,651 ▲5.0%13,2650.2%MedicalADBEAdobe$5,918,755$756,222 ▲14.6%24,3490.2%Computer and TechnologySMMTSummit Therapeutics$5,912,202$5,491,366 ▲1,304.9%311,8250.2%MedicalCRWDCrowdStrike$5,835,458$1,755,674 ▲43.0%14,9470.2%Computer and TechnologyEVOMMUNE INC$5,602,663$5,602,663 ▲New Holding243,7000.2%COM SHSWDCWestern Digital$5,563,979$3,761,975 ▲208.8%20,5700.2%Computer and TechnologyMARMarriott International$5,378,994$741,468 ▲16.0%16,4460.2%Consumer DiscretionaryCELCCelcuity$5,288,906$5,288,906 ▲New Holding46,3370.2%MedicalVVisa$5,249,002$151,422 ▼-2.8%17,3670.2%Business ServicesLYBLyondellBasell Industries$5,221,738$5,221,738 ▲New Holding64,8180.2%Basic MaterialsHONHoneywell International$5,101,949$1,329,508 ▲35.2%22,5720.2%Multi-Sector ConglomeratesSTXSeagate Technology$5,058,405$3,456,890 ▲215.9%12,9120.2%Computer and TechnologyVRTXVertex Pharmaceuticals$4,829,777$530,490 ▲12.3%10,8160.1%MedicalABBVAbbVie$4,815,881$706,625 ▼-12.8%22,1430.1%MedicalNEMNewmont$4,809,223$4,809,223 ▲New Holding44,4270.1%Basic MaterialsCRMSalesforce$4,805,446$75,228 ▲1.6%25,7430.1%Computer and TechnologyBKNGBooking$4,757,662$1,195,731 ▲33.6%1,1300.1%Retail/WholesaleATHMAutohome$4,695,354$778,819 ▼-14.2%270,3140.1%Computer and TechnologySHOPIFY INC$4,634,009$1,313,598 ▲39.6%39,0660.1%CL A SUB VTG SHSCDNSCadence Design Systems$4,520,111$550,460 ▲13.9%16,2670.1%Computer and TechnologySNPSSynopsys$4,500,444$1,925,307 ▲74.8%11,3510.1%Computer and TechnologyAPHAmphenol$4,383,334$5,106,309 ▼-53.8%34,6920.1%Computer and TechnologyMAMastercard$4,305,570$77,447 ▲1.8%8,6170.1%Business ServicesCVXChevron$4,058,344$502,146 ▲14.1%19,6150.1%EnergyHTHTH World Group$3,931,169$253,814 ▼-6.1%78,1700.1%Consumer DiscretionaryREGNRegeneron Pharmaceuticals$3,727,988$389,411 ▼-9.5%4,8250.1%MedicalCMCSAComcast$3,692,709$909,935 ▲32.7%128,6210.1%Consumer DiscretionarySBUXStarbucks$3,644,879$993,822 ▲37.5%40,6840.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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