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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 27 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RGNX REGENXBIO Inc Healthcare 1,075.0 $13K NEW $11.98 -27.0%
522 CSR Centerspace Real Estate 229.0 $13K NEW $56.19 -3.5%
523 JBGS JBG SMITH Properties Real Estate 803.0 $12K NEW $14.67 -14.4%
524 ALT Altimmune Inc Healthcare 3,844.0 $12K NEW $3.04 +4.1%
525 ARVN Arvinas Inc Healthcare 1,356.0 $11K NEW $8.31 +16.8%
526 PRTA Prothena Corp PLC Healthcare 1,141.0 $11K NEW $9.79 -3.2%
527 CBL CBL & Associates Properties In Real Estate 210.0 $11K NEW $53.09 +5.1%
528 WSR Whitestone REIT Real Estate 587.0 $11K NEW $18.96 +0.2%
529 Berkshire Hathaway Inc 22.0 $11K NEW $500.41
530 KYTX Kyverna Therapeutics Inc Healthcare 1,212.0 $11K NEW $8.91 -2.6%
531 AQST Aquestive Therapeutics Inc Healthcare 2,583.0 $11K NEW $4.16 +20.3%
532 PACB Pacific Biosciences of Califor Healthcare 6,391.0 $11K NEW $1.68 -13.4%
533 SLN Silence Therapeutics PLC Healthcare 975.0 $11K NEW $10.98 +24.8%
534 CTNM Contineum Therapeutics Inc Healthcare 647.0 $11K NEW $16.39 +2.6%
535 NGNE Neurogene Inc Healthcare 332.0 $10K NEW $31.45 +32.2%
536 ESRT Empire State Realty Trust Inc Real Estate 1,906.0 $10K NEW $5.41 -12.0%
537 CABA Cabaletta Bio Inc Healthcare 3,223.0 $10K NEW $3.11 +3.4%
538 Safehold Inc 633.0 $10K NEW $15.70
539 EDIT Editas Medicine Inc Healthcare 3,033.0 $10K NEW $3.24 -2.1%
540 GLPG Lakefront Biotherapeutics NV Healthcare 317.0 $10K NEW $29.98 -6.7%
Page 27 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%