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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 5 of 25  ·  488 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 22,856.0 $5.8M 0.13% +713.0 +3.2% $251.64 +4.5%
82 ISRG INTUITIVE SURGICAL INC Healthcare 14,433.0 $5.7M 0.13% +1K +8.8% $397.68 -6.9%
83 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,455.0 $5.7M 0.13% +639.0 +5.9% $496.73 +10.2%
84 YUMC YUM CHINA HLDGS INC Consumer Cyclical 131,824.0 $5.4M 0.12% -7K -5.0% $40.75 +15.8%
85 BKNG BOOKING HOLDINGS INC Consumer Cyclical 30,059.0 $5.4M 0.12% +29K +2560.1% $178.24 +17.2%
86 DDOG DATADOG INC Technology 20,547.0 $5.3M 0.12% +1K +6.0% $260.36 -12.6%
87 CAT CATERPILLAR INC Industrials 4,998.0 $5.3M 0.12% +82.0 +1.7% $1064.90 -22.8%
88 SNPS SYNOPSYS INC Technology 11,915.0 $5.3M 0.12% +564.0 +5.0% $446.07 -8.1%
89 ARM ARM HOLDINGS PLC Technology 14,858.0 $5.3M 0.12% -42K -73.7% $354.57 -29.2%
90 ADBE ADOBE INC Technology 25,094.0 $5.1M 0.12% +745.0 +3.1% $205.02 +33.4%
91 MA MASTERCARD INCORPORATED Financial Services 9,980.0 $5.1M 0.12% +1K +15.8% $513.60 +16.5%
92 SHOP SHOPIFY INC Technology 42,733.0 $4.9M 0.11% +4K +9.4% $114.18 +31.6%
93 ANET ARISTA NETWORKS INC Technology 28,633.0 $4.9M 0.11% -400.0 -1.4% $169.88 +19.1%
94 ERAS ERASCA INC Healthcare 265,381.0 $4.9M 0.11% +233K +713.9% $18.32 +4.5%
95 CELC CELCUITY INC Healthcare 45,895.0 $4.8M 0.11% -442.0 -0.9% $104.62 -9.1%
96 EYPT EYEPOINT INC Healthcare 330,774.0 $4.7M 0.11% +236K +250.0% $14.30 -65.1%
97 UNH UNITEDHEALTH GROUP INC Healthcare 11,317.0 $4.7M 0.11% +895.0 +8.6% $415.63 -3.5%
98 TER TERADYNE INC Technology 9,719.0 $4.7M 0.11% +5K +125.7% $483.84 -25.0%
99 SBUX STARBUCKS CORP Consumer Cyclical 44,245.0 $4.5M 0.10% +4K +8.8% $102.19 +6.2%
100 INTU INTUIT Technology 17,109.0 $4.5M 0.10% +671.0 +4.1% $261.00 +32.5%
Page 5 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%