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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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNP UNION PAC CORP Industrials 2,228.0 $606K 0.01% +40.0 +1.8% $272.00 +13.2%
142 WELL WELLTOWER INC Real Estate 2,658.0 $603K 0.01% +86.0 +3.3% $226.97 +5.1%
143 DE DEERE & CO Industrials 934.0 $592K 0.01% +11.0 +1.2% $634.33 -1.8%
144 TT TRANE TECHNOLOGIES PLC Industrials 1,180.0 $580K 0.01% +370.0 +45.7% $491.16 -7.3%
145 ORKA ORUKA THERAPEUTICS INC Healthcare 6,079.0 $579K 0.01% +989.0 +19.4% $95.17 +2.2%
146 HCA HCA HEALTHCARE INC Healthcare 1,343.0 $524K 0.01% +180.0 +15.5% $389.89 +8.2%
147 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 24,040.0 $507K 0.01% +424.0 +1.8% $21.11 -20.7%
148 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 33,825.0 $499K 0.01% +2K +7.9% $14.76 +2.9%
149 BSX BOSTON SCIENTIFIC CORP Healthcare 11,657.0 $498K 0.01% +2K +18.3% $42.68 +10.1%
150 CENCORA INC 1,756.0 $497K 0.01% +140.0 +8.7% $282.98
151 DNTH DIANTHUS THERAPEUTICS INC Healthcare 5,094.0 $497K 0.01% +1K +29.8% $97.48 +14.3%
152 AKAM AKAMAI TECHNOLOGIES INC Technology 3,995.0 $472K 0.01% +148.0 +3.9% $118.21 -6.0%
153 PLD PROLOGIS INC. Real Estate 3,478.0 $471K 0.01% +60.0 +1.8% $135.47 +4.4%
154 PH PARKER-HANNIFIN CORP Industrials 477.0 $467K 0.01% +10.0 +2.1% $978.12 +3.3%
155 LOW LOWES COS INC Consumer Cyclical 2,097.0 $462K 0.01% +46.0 +2.2% $220.49 -6.3%
156 RLAY RELAY THERAPEUTICS INC Healthcare 24,645.0 $461K 0.01% +6K +30.2% $18.71 +3.7%
157 SMCI SUPER MICRO COMPUTER INC Technology 14,989.0 $440K 0.01% +1K +9.6% $29.33 +29.9%
158 MTD METTLER TOLEDO INTERNATIONAL Healthcare 342.0 $437K 0.01% +14.0 +4.3% $1277.51 +10.4%
159 PWR QUANTA SVCS INC Industrials 572.0 $412K 0.01% +29.0 +5.3% $720.04 -13.0%
160 RMD RESMED INC Healthcare 2,064.0 $402K 0.01% +197.0 +10.6% $194.88 +21.5%
Page 8 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%