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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 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ACIU AC IMMUNE SA Healthcare 16,362.0 $51K 0.00% -1K -7.0% $3.14 -9.9%
202 ALLO ALLOGENE THERAPEUTICS INC Healthcare 36,620.0 $50K 0.00% -2K -5.8% $1.37 +46.0%
203 FHTX FOGHORN THERAPEUTICS INC Healthcare 9,215.0 $50K 0.00% -694.0 -7.0% $5.40 -21.9%
204 NMRA NEUMORA THERAPEUTICS INC Healthcare 27,227.0 $49K 0.00% -1K -4.1% $1.79 +3.4%
205 AVIR ATEA PHARMACEUTICALS INC Healthcare 12,731.0 $45K 0.00% -1K -8.5% $3.57 +23.8%
206 VYGR VOYAGER THERAPEUTICS INC Healthcare 9,603.0 $38K 0.00% -120.0 -1.2% $3.93 -3.3%
207 IRTC IRHYTHM HOLDINGS INC Healthcare 200.0 $35K 0.00% -1K -87.5% $177.44 -34.3%
208 TKNO ALPHA TEKNOVA INC Healthcare 8,723.0 $33K 0.00% -657.0 -7.0% $3.80 +2.4%
209 ARCT ARCTURUS THERAPEUTICS HOLDIN Healthcare 4,630.0 $28K 0.00% -3K -40.3% $6.13 +14.7%
210 CDXS CODEXIS INC Healthcare 14,718.0 $24K 0.00% -1K -7.0% $1.63 +52.8%
211 KMTS KESTRA MEDICAL TECHNOLOGIES Healthcare 500.0 $13K 0.00% -2K -75.0% $26.52 -18.4%
212 PYXS PYXIS ONCOLOGY INC Healthcare 10,146.0 $12K 0.00% -725.0 -6.7% $1.15 +70.4%
213 GSK GSK PLC-SPON ADR Healthcare $4K -100.0%
Page 11 of 11  ·  213 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%