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Portfolio (Quarterly) Guide ↗

GF FUND MANAGEMENT CO. LTD.

· CIK 0002057060
13F Portfolio $8.3B AUM 589 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 587 New
Page 26 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ESPR Esperion Therapeutics Inc Healthcare 5,061.0 $16K NEW $3.16 +0.6%
502 CADL Candel Therapeutics Inc Healthcare 1,551.0 $16K NEW $10.30 +33.8%
503 PDM Piedmont Realty Trust Inc Real Estate 1,699.0 $16K NEW $9.15 +8.4%
504 CSTL Castle Biosciences Inc Healthcare 631.0 $15K NEW $23.85 +45.2%
505 Mesoblast Ltd 1,109.0 $15K NEW $13.53
506 RIGL Rigel Pharmaceuticals Inc Healthcare 381.0 $15K NEW $39.12 +20.3%
507 DEA Easterly Government Properties Real Estate 595.0 $15K NEW $24.93 +0.7%
508 IRWD Ironwood Pharmaceuticals Inc Healthcare 3,452.0 $15K NEW $4.21 +3.5%
509 AURA Aura Biosciences Inc Healthcare 2,043.0 $15K NEW $7.10 +11.4%
510 FDMT 4D Molecular Therapeutics Inc Healthcare 1,082.0 $14K NEW $13.30 +18.7%
511 OMER Omeros Corp Healthcare 1,502.0 $14K NEW $9.51 +103.4%
512 ALLO Allogene Therapeutics Inc Healthcare 6,820.0 $14K NEW $2.08 +4.3%
513 PRME Prime Medicine Inc Healthcare 3,822.0 $14K NEW $3.69 -2.1%
514 First Tracks Biotherapeutics I 690.0 $14K NEW $20.12
515 ZLAB Zai Lab Ltd Healthcare 729.0 $14K NEW $19.00 +38.9%
516 PAHC Phibro Animal Health Corp Healthcare 440.0 $14K NEW $31.40 +13.3%
517 TECX Tectonic Therapeutic Inc Healthcare 400.0 $14K NEW $34.38 +10.0%
518 Service Properties Trust 8,031.0 $14K NEW $1.69
519 ACRS Aclaris Therapeutics Inc Healthcare 2,553.0 $14K NEW $5.29 +24.3%
520 CRMD CorMedix Inc Healthcare 1,668.0 $13K NEW $7.85 +7.4%
Page 26 of 30  ·  587 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 70.8%
Consumer Cyclical 9.0%
Communication Services 6.0%
Healthcare 4.5%
Consumer Defensive 3.9%
Industrials 1.9%
Energy 1.8%
Utilities 0.8%
Financial Services 0.6%
Basic Materials 0.6%