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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 23 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NVAX Novavax Inc Healthcare 3,449.0 $32K NEW $9.42 -1.7%
442 SEPN Septerna Inc Healthcare 950.0 $32K NEW $33.49 +20.8%
443 PEB Pebblebrook Hotel Trust Real Estate 1,594.0 $31K NEW $19.41 -5.2%
444 AVBP ArriVent Biopharma Inc Healthcare 877.0 $30K NEW $34.74 -11.3%
445 MAZE Maze Therapeutics Inc Healthcare 1,021.0 $30K NEW $29.84 -0.2%
446 MPT Medical Properties Trust Inc Financial Services 6,574.0 $30K NEW $4.62 -10.8%
447 PSNL Personalis Inc Healthcare 2,214.0 $30K NEW $13.40 +27.2%
448 Inhibrx Biosciences Inc 312.0 $30K NEW $94.75
449 IMCR Immunocore Holdings PLC Healthcare 929.0 $29K NEW $31.75 +15.9%
450 ZBIO Zenas Biopharma Inc Healthcare 1,138.0 $29K NEW $25.38 +29.8%
451 XERS Xeris Biopharma Holdings Inc Healthcare 3,512.0 $28K NEW $7.92 +11.3%
452 MNKD MannKind Corp Healthcare 6,519.0 $28K NEW $4.26 -3.9%
453 SHO Sunstone Hotel Investors Inc Real Estate 2,425.0 $28K NEW $11.45 -1.5%
454 NTST NETSTREIT Corp Real Estate 1,308.0 $28K NEW $21.13 -2.0%
455 SVRA Savara Inc Healthcare 4,306.0 $27K NEW $6.16 -8.7%
456 ARDX Ardelyx Inc Healthcare 5,190.0 $26K NEW $5.10 -24.7%
457 CRVS Corvus Pharmaceuticals Inc Healthcare 1,750.0 $26K NEW $14.94 -1.2%
458 XHR Xenia Hotels & Resorts Inc Real Estate 1,268.0 $26K NEW $20.36 -4.5%
459 ALVO Alvotech SA Healthcare 6,988.0 $26K NEW $3.69 +34.3%
460 LTC LTC Properties Inc Real Estate 669.0 $26K NEW $38.45 +5.5%
Page 23 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%