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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 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GDDY GODADDY INC Technology 3,530.0 $300K 0.01% -129.0 -3.5% $84.88 +14.8%
162 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 11,390.0 $299K 0.01% -12K -50.5% $26.22 -4.7%
163 MLYS MINERALYS THERAPEUTICS INC Healthcare 11,025.0 $297K 0.01% -837.0 -7.1% $26.98 -3.7%
164 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 7,918.0 $295K 0.01% -260.0 -3.2% $37.21 +9.9%
165 VLO VALERO ENERGY CORP Energy 1,125.0 $293K 0.01% -1K -54.1% $260.44 +33.7%
166 HMY HARMONY GOLD MNG LTD Basic Materials 19,204.0 $292K 0.01% -4K -17.6% $15.21 +38.2%
167 SHW SHERWIN WILLIAMS CO Basic Materials 846.0 $291K 0.01% -16.0 -1.9% $344.32 +0.4%
168 MRSH MARSH & MCLENNAN COS INC Financial Services 1,747.0 $291K 0.01% -63.0 -3.5% $166.67 +13.3%
169 AGIO AGIOS PHARMACEUTICALS INC Healthcare 7,837.0 $291K 0.01% -5K -39.3% $37.11 -7.4%
170 WM WASTE MGMT INC DEL Industrials 1,289.0 $287K 0.01% -22.0 -1.7% $222.88 -2.0%
171 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 15,334.0 $282K 0.01% -3K -14.1% $18.37 +30.5%
172 IAG IAMGOLD CORP Basic Materials 17,716.0 $281K 0.01% -4K -17.7% $15.86 +35.4%
173 NVAX NOVAVAX INC Healthcare 29,426.0 $277K 0.01% -2K -5.8% $9.42 -3.1%
174 TDG TRANSDIGM GROUP INC Industrials 208.0 $277K 0.01% -5.0 -2.4% $1332.04 -10.9%
175 CME CME GROUP INC Financial Services 1,249.0 $276K 0.01% -39.0 -3.0% $220.83 +26.6%
176 DISC MEDICINE INC 3,746.0 $274K 0.01% -3K -44.7% $73.14
177 TRV TRAVELERS COMPANIES INC Financial Services 819.0 $270K 0.01% -15.0 -1.8% $330.12 +11.7%
178 MPC MARATHON PETE CORP Energy 1,045.0 $267K 0.01% -444.0 -29.8% $255.67 +42.2%
179 SPG SIMON PPTY GROUP INC NEW Real Estate 1,185.0 $265K 0.01% -42.0 -3.4% $223.65 -4.0%
180 PSX PHILLIPS 66 Energy 1,567.0 $265K 0.01% -2K -57.8% $169.05 +42.7%
Page 9 of 12  ·  226 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%