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Portfolio (Quarterly) Guide ↗

E Fund Management Co., Ltd.

· CIK 0001842296
13F Portfolio $4.5B AUM 488 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 199 Added 226 Reduced 38 Exited
Page 3 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 62,578.0 $8.5M 0.19% +5K +8.5% $135.40 +3.3%
42 AMGN AMGEN INC Healthcare 23,015.0 $8.3M 0.19% +1K +6.9% $362.12 +20.8%
43 BERKSHIRE HATHAWAY INC DEL 16,598.0 $8.3M 0.19% +718.0 +4.5% $500.39
44 QFIN QFIN HOLDINGS INC Financial Services 507,213.0 $8.0M 0.18% +29K +6.2% $15.81 -43.8%
45 JCI JOHNSON CONTROLS INTERNATION Industrials 50,482.0 $7.4M 0.17% +47K +1391.8% $146.11 -2.1%
46 JNJ JOHNSON & JOHNSON Healthcare 28,709.0 $7.3M 0.16% +3K +9.6% $253.97 +4.1%
47 ATHM AUTOHOME INC Communication Services 378,877.0 $7.2M 0.16% +109K +40.2% $19.03 +17.5%
48 MAR MARRIOTT INTL INC NEW Consumer Cyclical 19,169.0 $7.1M 0.16% +3K +16.6% $370.59 -4.1%
49 GILD GILEAD SCIENCES INC Healthcare 53,836.0 $6.8M 0.15% +3K +6.7% $126.34 +16.2%
50 V VISA INC Financial Services 19,718.0 $6.8M 0.15% +2K +13.5% $343.09 +10.9%
51 TMUS T-MOBILE US INC Communication Services 39,619.0 $6.6M 0.15% +3K +7.5% $167.73 +5.9%
52 FORTINET INC 42,599.0 $6.5M 0.15% +2K +4.5% $153.62
53 CDNS CADENCE DESIGN SYSTEM INC Technology 17,084.0 $6.4M 0.14% +817.0 +5.0% $375.32 -10.6%
54 ABBV ABBVIE INC Healthcare 22,856.0 $5.8M 0.13% +713.0 +3.2% $251.64 +2.6%
55 ISRG INTUITIVE SURGICAL INC Healthcare 14,433.0 $5.7M 0.13% +1K +8.8% $397.68 -7.6%
56 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,455.0 $5.7M 0.13% +639.0 +5.9% $496.73 +9.5%
57 BKNG BOOKING HOLDINGS INC Consumer Cyclical 30,059.0 $5.4M 0.12% +29K +2560.1% $178.24 +15.9%
58 DDOG DATADOG INC Technology 20,547.0 $5.3M 0.12% +1K +6.0% $260.36 -4.0%
59 CAT CATERPILLAR INC Industrials 4,998.0 $5.3M 0.12% +82.0 +1.7% $1064.90 -23.8%
60 SNPS SYNOPSYS INC Technology 11,915.0 $5.3M 0.12% +564.0 +5.0% $446.07 -0.0%
Page 3 of 10  ·  199 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 68.9%
Consumer Cyclical 12.9%
Communication Services 4.2%
Financial Services 3.9%
Healthcare 3.4%
Industrials 2.5%
Consumer Defensive 2.3%
Utilities 0.8%
Basic Materials 0.6%
Energy 0.4%