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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 16 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MO ALTRIA GROUP INC Consumer Defensive 6,198.0 $446K 0.01% -60.0 -1.0% $71.95 -5.9%
302 TECH BIO-TECHNE CORP Healthcare 6,292.0 $445K 0.01% -141.0 -2.2% $70.65 +2.6%
303 VERA VERA THERAPEUTICS INC Healthcare 10,359.0 $445K 0.01% -2K -19.0% $42.91 -19.4%
304 WAT WATERS CORP Healthcare 1,184.0 $444K 0.01% -220.0 -15.7% $375.04 +12.3%
305 SMMT SUMMIT THERAPEUTICS INC Healthcare 30,468.0 $444K 0.01% -281K -90.2% $14.57 -1.6%
306 COF CAPITAL ONE FINL CORP Financial Services 2,211.0 $444K 0.01% -116.0 -5.0% $200.62 +8.0%
307 CB CHUBB LIMITED Financial Services 1,296.0 $442K 0.01% -58.0 -4.3% $340.74 -0.7%
308 IONS IONIS PHARMACEUTICALS INC Healthcare 5,569.0 $442K 0.01% -41K -88.1% $79.29 -21.3%
309 A AGILENT TECHNOLOGIES INC Healthcare 3,314.0 $440K 0.01% -420.0 -11.2% $132.83 +18.7%
310 SMCI SUPER MICRO COMPUTER INC Technology 14,989.0 $440K 0.01% +1K +9.6% $29.33 +31.1%
311 MTD METTLER TOLEDO INTERNATIONAL Healthcare 342.0 $437K 0.01% +14.0 +4.3% $1277.51 +10.2%
312 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,572.0 $433K 0.01% -2K -42.7% $168.53 -7.5%
313 QURE UNIQURE NV Healthcare 9,368.0 $431K 0.01% -2K -17.4% $46.06 +7.6%
314 EXEL EXELIXIS INC Healthcare 7,870.0 $428K 0.01% -6K -43.5% $54.41 +1.6%
315 IQVIA HLDGS INC 2,192.0 $424K 0.01% -204.0 -8.5% $193.22
316 VEEV VEEVA SYS INC Healthcare 2,376.0 $422K 0.01% NEW $177.47 +59.0%
317 IMVT IMMUNOVANT INC Healthcare 10,843.0 $418K 0.01% -7K -38.8% $38.53 +13.7%
318 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,163.0 $418K 0.01% -393.0 -25.3% $359.00 -3.6%
319 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 7,246.0 $415K 0.01% -2K -24.8% $57.22 +14.1%
320 NUVL NUVALENT INC Healthcare 3,351.0 $414K 0.01% -2K -42.3% $123.50 +0.4%
Page 16 of 25  ·  488 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%