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Portfolio (Quarterly) Guide ↗

China Universal Asset Management Co., Ltd.

· CIK 0001906594
13F Portfolio $1.3B AUM 497 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 66 New 192 Added 213 Reduced 46 Exited
Page 5 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVIDITY BIOSCIENCES INC 24,553.0 $1.8M 0.14% +2K +8.9% $72.13
82 AEP AMERICAN ELECTRIC POWER Utilities 15,114.0 $1.7M 0.13% +996.0 +7.0% $115.31 +14.1%
83 BNTX BIONTECH SE-ADR Healthcare 18,075.0 $1.7M 0.13% +441.0 +2.5% $95.20 -3.2%
84 THOMSON REUTERS CORP 12,588.0 $1.7M 0.13% +690.0 +5.8% $131.89
85 ROST ROSS STORES INC Consumer Cyclical 9,203.0 $1.7M 0.13% +569.0 +6.6% $180.14 +30.3%
86 PCAR PACCAR INC Industrials 14,863.0 $1.6M 0.13% +1K +7.2% $110.71 -1.2%
87 ABNB AIRBNB INC-CLASS A Consumer Cyclical 12,035.0 $1.6M 0.12% +708.0 +6.2% $135.72 -2.5%
88 NXPI NXP SEMICONDUCTORS NV Technology 7,122.0 $1.6M 0.12% +466.0 +7.0% $217.88 +45.3%
89 PYPL PAYPAL HOLDINGS INC Financial Services 26,478.0 $1.5M 0.12% +1K +5.0% $58.38 -24.2%
90 IDXX IDEXX LABORATORIES INC Healthcare 2,260.0 $1.5M 0.12% +148.0 +7.0% $676.53 -17.3%
91 EA ELECTRONIC ARTS INC Communication Services 7,078.0 $1.4M 0.11% +473.0 +7.2% $204.33 -1.6%
92 PRAXIS PRECISION MEDICINES I 4,875.0 $1.4M 0.11% +1K +32.1% $294.74
93 ROP ROPER TECHNOLOGIES INC Industrials 3,046.0 $1.4M 0.10% +205.0 +7.2% $445.13 -26.6%
94 LOW LOWE'S COS INC Consumer Cyclical 5,620.0 $1.4M 0.10% +683.0 +13.8% $241.16 -10.8%
95 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 5,229.0 $1.3M 0.10% +359.0 +7.4% $256.03 -11.1%
96 SNOW SNOWFLAKE INC Technology 6,100.0 $1.3M 0.10% +600.0 +10.9% $219.36 -21.5%
97 XOM EXXON MOBIL CORP Energy 11,116.0 $1.3M 0.10% +122.0 +1.1% $120.34 +28.7%
98 MCK MCKESSON CORP Healthcare 1,600.0 $1.3M 0.10% +52.0 +3.4% $821.03 -6.7%
99 UNH UNITEDHEALTH GROUP INC Healthcare 3,961.0 $1.3M 0.10% +47.0 +1.2% $330.11 +17.7%
100 TEAM ATLASSIAN CORP-CL A Technology 8,055.0 $1.3M 0.10% +965.0 +13.6% $162.14 -47.3%
Page 5 of 10  ·  192 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 39.5%
Healthcare 21.2%
Communication Services 12.4%
Financial Services 10.6%
Consumer Cyclical 10.1%
Consumer Defensive 2.7%
Industrials 1.9%
Utilities 0.6%
Basic Materials 0.5%
Energy 0.4%