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Portfolio (Quarterly) Guide ↗

Harvest Fund Management Co., Ltd

· CIK 0001694126
13F Portfolio $2.4B AUM 546 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 123 Added 236 Reduced 138 Exited
Page 2 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TAL TAL Education Group Consumer Defensive 965,568.0 $11.0M 0.47% -71K -6.9% $11.37 -14.1%
22 SHOP Shopify Inc Technology 90,557.0 $10.7M 0.46% -4K -4.5% $118.62 -13.2%
23 BKNG Booking Holdings Inc Consumer Cyclical 2,519.0 $10.6M 0.45% -199.0 -7.3% $4206.03 -96.2%
24 BABA Alibaba Group Holding Ltd Consumer Cyclical 82,260.0 $10.3M 0.44% -3K -3.0% $125.50 +3.6%
25 GE General Electric Co Industrials 36,339.0 $10.3M 0.44% -16K -31.2% $283.72 +6.7%
26 QCOM QUALCOMM Inc Technology 78,813.0 $10.1M 0.43% -36K -31.6% $128.68 +85.1%
27 INTU Intuit Inc Technology 21,237.0 $9.2M 0.39% -4K -15.0% $432.26 -26.0%
28 VRTX Vertex Pharmaceuticals Inc Healthcare 19,486.0 $8.7M 0.37% -35K -64.0% $446.47 -2.7%
29 CRWD Crowdstrike Holdings Inc Technology 20,176.0 $7.9M 0.34% -3K -11.7% $390.41 +69.9%
30 COHR Coherent Corp Technology 32,667.0 $7.8M 0.33% -4K -11.0% $238.10 +58.6%
31 CMCSA Comcast Corp Communication Services 267,782.0 $7.7M 0.33% -4K -1.4% $28.68 -12.1%
32 FUTU Futu Holdings Ltd Financial Services 55,563.0 $7.6M 0.32% -280.0 -0.5% $136.75 -34.4%
33 ADBE Adobe Inc Technology 30,109.0 $7.3M 0.31% -2K -7.5% $243.02 +0.7%
34 APH Amphenol Corp Technology 55,985.0 $7.1M 0.30% -9K -14.0% $126.34 +4.5%
35 V Visa Inc Financial Services 21,581.0 $6.5M 0.28% -15K -41.4% $302.16 +8.8%
36 MA Mastercard Inc Financial Services 13,003.0 $6.5M 0.28% -2K -15.0% $499.65 -0.2%
37 ABBV AbbVie Inc Healthcare 29,791.0 $6.5M 0.28% -7K -19.8% $217.41 -0.8%
38 MELI MercadoLibre Inc Consumer Cyclical 3,745.0 $6.5M 0.28% -40.0 -1.1% $1728.17 -3.7%
39 MAR Marriott International Inc/MD Consumer Cyclical 19,586.0 $6.4M 0.27% -450.0 -2.2% $326.97 +12.9%
40 MNST Monster Beverage Corp Consumer Defensive 83,743.0 $6.1M 0.26% -10K -10.7% $72.44 +19.8%
Page 2 of 12  ·  236 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.8%
Communication Services 14.0%
Consumer Cyclical 12.9%
Consumer Defensive 6.7%
Financial Services 5.2%
Healthcare 4.9%
Industrials 4.4%
Utilities 1.5%
Energy 0.9%
Basic Materials 0.4%