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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 4 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXON AXON ENTERPRISE INC Industrials 17,249.0 $9.7M 0.22% +14K +503.8% $560.61 +8.4%
62 APP APPLOVIN CORP Technology 18,335.0 $9.4M 0.21% +749.0 +4.3% $515.23 -40.2%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 31,993.0 $9.0M 0.20% +186.0 +0.6% $281.21 -18.3%
64 ORCL ORACLE CORP Technology 59,053.0 $8.7M 0.19% $146.55 +1.6%
65 PEP PEPSICO INC Consumer Defensive 62,578.0 $8.5M 0.19% +5K +8.5% $135.40 +5.0%
66 AMGN AMGEN INC Healthcare 23,015.0 $8.3M 0.19% +1K +6.9% $362.12 +21.6%
67 BERKSHIRE HATHAWAY INC DEL 16,598.0 $8.3M 0.19% +718.0 +4.5% $500.39
68 COHR COHERENT CORP Technology 20,661.0 $8.2M 0.18% -17K -45.8% $394.47 -25.4%
69 QFIN QFIN HOLDINGS INC Financial Services 507,213.0 $8.0M 0.18% +29K +6.2% $15.81 -40.9%
70 JCI JOHNSON CONTROLS INTERNATION Industrials 50,482.0 $7.4M 0.17% +47K +1391.8% $146.11 -1.2%
71 JNJ JOHNSON & JOHNSON Healthcare 28,709.0 $7.3M 0.16% +3K +9.6% $253.97 +6.3%
72 ATHM AUTOHOME INC Communication Services 378,877.0 $7.2M 0.16% +109K +40.2% $19.03 +16.5%
73 MAR MARRIOTT INTL INC NEW Consumer Cyclical 19,169.0 $7.1M 0.16% +3K +16.6% $370.59 -3.2%
74 GILD GILEAD SCIENCES INC Healthcare 53,836.0 $6.8M 0.15% +3K +6.7% $126.34 +17.2%
75 V VISA INC Financial Services 19,718.0 $6.8M 0.15% +2K +13.5% $343.09 +11.9%
76 TMUS T-MOBILE US INC Communication Services 39,619.0 $6.6M 0.15% +3K +7.5% $167.73 +7.1%
77 FORTINET INC 42,599.0 $6.5M 0.15% +2K +4.5% $153.62
78 CDNS CADENCE DESIGN SYSTEM INC Technology 17,084.0 $6.4M 0.14% +817.0 +5.0% $375.32 -10.8%
79 XOM EXXON MOBIL CORP Energy 44,583.0 $6.1M 0.14% -14K -23.9% $136.72 +15.7%
80 APH AMPHENOL CORP Technology 34,195.0 $6.0M 0.14% -497.0 -1.4% $176.32 -8.5%
Page 4 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%