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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 22 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 UE Urban Edge Properties Real Estate 1,704.0 $39K NEW $22.88 -5.1%
422 ANAB AnaptysBio Inc Healthcare 576.0 $39K NEW $67.50 -13.5%
423 PK Park Hotels & Resorts Inc Real Estate 2,686.0 $38K NEW $14.25 +13.5%
424 CURB Curbline Properties Corp Real Estate 1,244.0 $38K NEW $30.40 -1.1%
425 GMAB Genmab A/S Healthcare 1,364.0 $37K NEW $27.47 +25.1%
426 CMPS Compass Pathways Plc Healthcare 2,631.0 $37K NEW $14.15 +5.2%
427 ABSI Absci Corp Healthcare 3,184.0 $37K NEW $11.59 -16.9%
428 IVT InvenTrust Properties Corp Real Estate 1,040.0 $37K NEW $35.40 -7.7%
429 AKR Acadia Realty Trust Real Estate 1,758.0 $37K NEW $20.91 +1.6%
430 URGN UroGen Pharma Ltd Healthcare 993.0 $37K NEW $36.80 +26.0%
431 NVCR Novocure Ltd Healthcare 2,409.0 $36K NEW $15.15 +16.3%
432 IOVA Iovance Biotherapeutics Inc Healthcare 8,716.0 $36K NEW $4.16 +102.9%
433 FCPT Four Corners Property Trust In Real Estate 1,475.0 $36K NEW $24.55 +3.3%
434 TYRA Tyra Biosciences Inc Healthcare 1,131.0 $36K NEW $31.94 -16.4%
435 INVA Innoviva Inc Healthcare 1,561.0 $35K NEW $22.71 -6.8%
436 GHRS GH Research PLC Healthcare 1,315.0 $35K NEW $26.88 +7.6%
437 FTRE Fortrea Holdings Inc Healthcare 1,982.0 $34K NEW $17.40 +5.0%
438 VIR Vir Biotechnology Inc Healthcare 3,327.0 $34K NEW $10.19 +5.1%
439 DRH DiamondRock Hospitality Co Real Estate 2,756.0 $34K NEW $12.18 +5.7%
440 HROW Harrow Inc Healthcare 786.0 $33K NEW $42.47 -2.7%
Page 22 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%