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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ALAB ASTERA LABS INC Technology 196,877.0 $95.1M 2.13% NEW $483.02 -39.9%
2 UMC UNITED MICROELECTRONICS CORP Technology 995,790.0 $27.1M 0.61% NEW $27.21 -30.1%
3 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 46,948.0 $12.8M 0.29% NEW $271.95 -16.7%
4 HONEYWELL INTL INC 12,207.0 $2.7M 0.06% NEW $223.90
5 HONEYWELL AEROSPACE INC 12,090.0 $2.7M 0.06% NEW $221.08
6 NEBIUS GROUP N.V. 8,113.0 $2.2M 0.05% NEW $276.17
7 RKLB ROCKET LAB CORP Industrials 20,279.0 $2.1M 0.05% NEW $101.65 -34.9%
8 FLEX FLEX LTD Technology 9,872.0 $1.6M 0.04% NEW $162.07 -31.0%
9 CRWV COREWEAVE INC Technology 15,682.0 $1.6M 0.04% NEW $99.54 -11.6%
10 CARNIVAL CORP LTD 53,811.0 $1.5M 0.04% NEW $28.57
11 NBP NOVABRIDGE BIOSCIENCES Healthcare 589,020.0 $1.1M 0.03% NEW $1.95 -4.1%
12 NOK NOKIA CORP Technology 84,580.0 $1.1M 0.03% NEW $13.28 -21.6%
13 THOMSON REUTERS CORP 13,338.0 $1.1M 0.02% NEW $81.67
14 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 29,790.0 $593K 0.01% NEW $19.89 +12.8%
15 MSCI MSCI INC Financial Services 964.0 $540K 0.01% NEW $560.04 +0.7%
16 YALA YALLA GROUP LTD Technology 96,323.0 $529K 0.01% NEW $5.49 +1.8%
17 KVUE KENVUE INC Consumer Defensive 27,323.0 $522K 0.01% NEW $19.11 +0.6%
18 FITB FIFTH THIRD BANCORP Financial Services 8,515.0 $480K 0.01% NEW $56.37 -2.3%
19 VEEV VEEVA SYS INC Healthcare 2,376.0 $422K 0.01% NEW $177.47 +38.0%
20 CPNG COUPANG INC Consumer Cyclical 21,185.0 $368K 0.01% NEW $17.37 -4.8%
Page 1 of 2  ·  37 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%