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Portfolio (Quarterly) Guide ↗

Q Fund Management (Hong Kong) Ltd

· CIK 0002078832
13F Portfolio $110M AUM 26 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 13 New 2 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 116,840.0 $16.3M 14.89% -91K -43.8% $139.63 -37.3%
2 SNDK SANDISK CORP Technology 6,600.0 $15.0M 13.70% -24K -78.6% $2273.73 -34.9%
3 MU MICRON TECHNOLOGY Technology 10,600.0 $12.2M 11.17% -20K -65.9% $1154.29 -19.2%
4 GOOG ALPHABET INC 2,000.0 $707K 0.65% -71K -97.3% $353.33
5 AMZN AMAZON COM INC Consumer Cyclical 500.0 $119K 0.11% -2K -75.0% $238.34 +9.5%
6 GOOGL ALPHABET INC Communication Services 200.0 $71K 0.07% -4K -95.3% $357.37 -2.9%

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 90.4%
Industrials 7.8%
Communication Services 0.9%
Consumer Cyclical 0.7%
Energy 0.3%
Consumer Defensive 0.0%