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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 4 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADBE ADOBE INC Technology 25,094.0 $5.1M 0.12% +745.0 +3.1% $205.02 +39.6%
62 MA MASTERCARD INCORPORATED Financial Services 9,980.0 $5.1M 0.12% +1K +15.8% $513.60 +15.0%
63 SHOP SHOPIFY INC Technology 42,733.0 $4.9M 0.11% +4K +9.4% $114.18 +35.2%
64 ERAS ERASCA INC Healthcare 265,381.0 $4.9M 0.11% +233K +713.9% $18.32 +6.7%
65 EYPT EYEPOINT INC Healthcare 330,774.0 $4.7M 0.11% +236K +250.0% $14.30 -67.0%
66 UNH UNITEDHEALTH GROUP INC Healthcare 11,317.0 $4.7M 0.11% +895.0 +8.6% $415.63 -4.8%
67 TER TERADYNE INC Technology 9,719.0 $4.7M 0.11% +5K +125.7% $483.84 -24.4%
68 SBUX STARBUCKS CORP Consumer Cyclical 44,245.0 $4.5M 0.10% +4K +8.8% $102.19 +5.4%
69 INTU INTUIT Technology 17,109.0 $4.5M 0.10% +671.0 +4.1% $261.00 +32.7%
70 NXPI NXP SEMICONDUCTORS N V Technology 15,671.0 $4.4M 0.10% +724.0 +4.8% $281.03 -19.9%
71 MPWR MONOLITHIC PWR SYS INC Technology 3,046.0 $4.2M 0.09% +134.0 +4.6% $1382.36 -4.8%
72 GE GE AEROSPACE Industrials 11,256.0 $4.2M 0.09% +383.0 +3.5% $373.73 -7.5%
73 BAC BANK OF AMER CORP Financial Services 71,769.0 $4.1M 0.09% +2K +2.9% $56.98 +7.6%
74 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 40,817.0 $3.9M 0.09% +7K +20.7% $96.12 -51.5%
75 HD HOME DEPOT INC Consumer Cyclical 11,101.0 $3.9M 0.09% +840.0 +8.2% $352.68 -6.8%
76 AVBP ARRIVENT BIOPHARMA INC Healthcare 109,328.0 $3.8M 0.09% +15K +16.4% $34.74 -11.6%
77 MRK MERCK & CO INC Healthcare 29,310.0 $3.8M 0.09% +897.0 +3.2% $128.50 +17.4%
78 CSX CSX CORP Industrials 77,676.0 $3.7M 0.08% +12K +17.5% $47.53 +7.7%
79 PG PROCTER & GAMBLE CO Consumer Defensive 24,885.0 $3.6M 0.08% +796.0 +3.3% $146.64 -2.6%
80 ADP AUTOMATIC DATA PROCESSING IN Industrials 15,518.0 $3.5M 0.08% +1K +8.5% $223.95 +26.7%
Page 4 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%