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Portfolio (Quarterly) Guide ↗

E Fund Management Co., Ltd.

· CIK 0001842296
13F Portfolio $2.1B AUM Filed Aug 15, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q2 2025 · All 394 New
Page 18 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WELL Welltower Inc Real Estate 1,535.0 $236K 0.01% NEW $153.73 +38.9%
342 GRAL GRAIL Inc Healthcare 4,569.0 $235K 0.01% NEW $51.42 +16.3%
343 KKR KKR & Co Inc Financial Services 1,764.0 $235K 0.01% NEW $133.03 -27.8%
344 BEAM Beam Therapeutics Inc Healthcare 13,675.0 $233K 0.01% NEW $17.01 +63.3%
345 CGON CG oncology Inc Healthcare 8,932.0 $232K 0.01% NEW $26.00 +150.6%
346 CPRX Catalyst Pharmaceuticals Inc Healthcare 10,656.0 $231K 0.01% NEW $21.70 +43.9%
347 DUK Duke Energy Corp Utilities 1,954.0 $231K 0.01% NEW $118.00 +3.4%
348 VCEL Vericel Corp Healthcare 5,287.0 $225K 0.01% NEW $42.55 -20.7%
349 PH Parker-Hannifin Corp Industrials 322.0 $225K 0.01% NEW $698.47 +23.4%
350 TDG TransDigm Group Inc Industrials 146.0 $222K 0.01% NEW $1520.64 -23.2%
351 NKE NIKE Inc Consumer Cyclical 3,061.0 $217K 0.01% NEW $71.04 -41.6%
352 MIRM Mirum Pharmaceuticals Inc Healthcare 4,143.0 $211K 0.01% NEW $50.89 +98.3%
353 AJG Arthur J Gallagher & Co Financial Services 654.0 $209K 0.01% NEW $320.12 -37.3%
354 MSCI MSCI Inc Financial Services 363.0 $209K 0.01% NEW $576.74 -1.8%
355 MMM 3M Co Industrials 1,367.0 $208K 0.01% NEW $152.24 -2.8%
356 WM Waste Management Inc Industrials 900.0 $206K 0.01% NEW $228.82 -3.9%
357 CYD China Yuchai International Ltd Industrials 8,613.0 $206K 0.01% NEW $23.91 +110.4%
358 SHW Sherwin-Williams Co/The Basic Materials 595.0 $204K 0.01% NEW $343.36 -12.3%
359 Apogee Therapeutics Inc 4,700.0 $204K 0.01% NEW $43.43
360 TVTX Travere Therapeutics Inc Healthcare 13,789.0 $204K 0.01% NEW $14.80 +188.5%
Page 18 of 20  ·  394 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 44.5%
Consumer Cyclical 24.3%
Communication Services 9.8%
Financial Services 9.1%
Healthcare 4.9%
Consumer Defensive 3.1%
Industrials 3.1%
Energy 0.5%
Utilities 0.4%
Basic Materials 0.4%