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Portfolio (Quarterly) Guide ↗

China Universal Asset Management Co., Ltd.

· CIK 0001906594
13F Portfolio $1.2B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 478 New
Page 9 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XOM EXXON MOBIL CORP Energy 10,994.0 $1.2M 0.10% NEW — $112.75 +43.7%
162 SPOT SPOTIFY TECHNOLOGY SA Communication Services 1,750.0 $1.2M 0.10% NEW — $698.00 -26.7%
163 DDOG DATADOG INC - CLASS A Technology 8,534.0 $1.2M 0.10% NEW — $142.40 +80.4%
164 PAYX PAYCHEX INC Industrials 9,493.0 $1.2M 0.10% NEW — $126.76 -19.9%
165 EXC EXELON CORP Utilities 26,663.0 $1.2M 0.10% NEW — $45.01 -10.7%
166 MCK MCKESSON CORP Healthcare 1,548.0 $1.2M 0.10% NEW — $773.28 +12.4%
167 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 11,642.0 $1.2M 0.10% NEW — $100.99 -2.7%
168 WMT WALMART INC Consumer Defensive 11,197.0 $1.2M 0.10% NEW — $103.06 +4.4%
169 CYTK CYTOKINETICS INC Healthcare 20,974.0 $1.2M 0.10% NEW — $54.96 +19.5%
170 CPRT COPART INC Industrials 25,526.0 $1.1M 0.10% NEW — $44.97 -37.6%
171 TEAM ATLASSIAN CORP-CL A Technology 7,090.0 $1.1M 0.09% NEW — $159.70 +20.6%
172 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 12,096.0 $1.1M 0.09% NEW — $90.41 +11.0%
173 FANG DIAMONDBACK ENERGY INC Energy 7,642.0 $1.1M 0.09% NEW — $143.10 +32.1%
174 MNDY MONDAY.COM LTD Technology 5,500.0 $1.1M 0.09% NEW — $193.69 -55.6%
175 AXSM AXSOME THERAPEUTICS INC Healthcare 8,747.0 $1.1M 0.09% NEW — $121.45 +61.4%
176 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 15,905.0 $1.1M 0.09% NEW — $66.43 +106.7%
177 CRSP CRISPR THERAPEUTICS AG Healthcare 15,942.0 $1.0M 0.09% NEW — $64.81 -14.1%
178 MCD MCDONALD'S CORP Consumer Cyclical 3,343.0 $1.0M 0.08% NEW — $303.89 -22.0%
179 NUVL NUVALENT INC-A Healthcare 11,686.0 $1.0M 0.08% NEW — $86.48 +43.3%
180 CHTR CHARTER COMMUNICATIONS INC-A Communication Services 3,606.0 $992K 0.08% NEW — $275.11 -57.3%
Page 9 of 24  ·  478 positions

① 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 42.5%
Healthcare 19.6%
Consumer Cyclical 11.5%
Communication Services 10.6%
Financial Services 9.0%
Consumer Defensive 3.2%
Industrials 2.0%
Utilities 0.6%
Basic Materials 0.6%
Energy 0.4%