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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 18 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TRNO Terreno Realty Corp Real Estate 1,417.0 $92K 0.00% NEW $64.77 +5.0%
342 ACAD ACADIA Pharmaceuticals Inc Healthcare 3,609.0 $91K 0.00% NEW $25.30 +17.2%
343 HR Healthcare Realty Trust Inc Real Estate 4,444.0 $90K 0.00% NEW $20.17 -4.1%
344 TNGX Tango Therapeutics Inc Healthcare 2,852.0 $89K 0.00% NEW $31.26 -15.8%
345 GPCR Structure Therapeutics Inc Healthcare 1,651.0 $89K 0.00% NEW $53.67 -8.9%
346 DNLI Denali Therapeutics Inc Healthcare 3,357.0 $86K 0.00% NEW $25.72 -4.5%
347 DLTR Dollar Tree Inc Consumer Defensive 700.0 $85K 0.00% NEW $120.95 +9.4%
348 EPRT Essential Properties Realty Tr Real Estate 2,835.0 $85K 0.00% NEW $29.85 +2.8%
349 VNO Vornado Realty Trust Real Estate 2,122.0 $83K 0.00% NEW $39.30 +0.2%
350 CRNX Crinetics Pharmaceuticals Inc Healthcare 2,216.0 $83K 0.00% NEW $37.42 +126.7%
351 Newamsterdam Pharma Co NV 2,434.0 $82K 0.00% NEW $33.89
352 MAC Macerich Co/The Real Estate 3,259.0 $82K 0.00% NEW $25.19 -3.5%
353 CLNE Clean Energy Fuels Corp Energy 39,587.0 $81K 0.00% NEW $2.05 -20.7%
354 RLAY Relay Therapeutics Inc Healthcare 4,239.0 $79K 0.00% NEW $18.71 +4.7%
355 DYN Dyne Therapeutics Inc Healthcare 3,485.0 $77K 0.00% NEW $22.21 +17.6%
356 KRG Kite Realty Group Trust Real Estate 2,721.0 $77K 0.00% NEW $28.38 -6.9%
357 ALMS Alumis Inc Healthcare 2,677.0 $75K 0.00% NEW $28.14 -14.8%
358 BEAM Beam Therapeutics Inc Healthcare 2,159.0 $74K 0.00% NEW $34.32 -12.5%
359 PECO Phillips Edison & Co Inc Real Estate 1,704.0 $71K 0.00% NEW $41.62 -4.5%
360 ADPT Adaptive Biotechnologies Corp Healthcare 3,260.0 $70K 0.00% NEW $21.45 +21.9%
Page 18 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%