E Fund Management Co., Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), E Fund Management Co., Ltd. reported 489 stock positions worth $3.4 billion. Its top holding was PDD (PDD) at 13.9% of the portfolio, followed by Nvidia (NVDA, 7.0%) and Apple (AAPL, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- GUANGZHOU, F4
- CIK
- 0001842296
- Portfolio Value
- $3.4B (Q1 2026)
- SEC Filing
- 0001842296-26-000006 ↗ filed Apr 13, 2026
Holdings Value
Holdings 489 stocks · $3.4B
| PDD PDD Holdings Inc. | 13.94% | 4,593,053 | $469.3M | — |
| NVDA Nvidia Corp. | 6.97% | 1,345,774 | $234.7M | — |
| AAPL Apple Inc. | 5.40% | 716,058 | $181.7M | — |
| TSM Taiwan Semiconductor-SP ADR | 5.23% | 521,073 | $176.1M | — |
| LITE Lumentum Holdings Inc. | 4.37% | 209,446 | $147.2M | — |
| MSFT Microsoft Corp. | 3.77% | 342,436 | $126.8M | — |
| GOOGL Alphabet Inc. Class A | 3.75% | 438,615 | $126.1M | — |
| GLW Corning Inc. | 2.79% | 691,273 | $94.0M | — |
| AXTI Axt Inc. | 2.14% | 1,262,719 | $71.9M | — |
| AVGO Broadcom Inc. | 2.11% | 229,709 | $71.1M | — |
| TSEM Tower Semiconductor Ltd. | 1.81% | 347,752 | $61.0M | — |
| MU Micron Technology Inc. | 1.46% | 145,173 | $49.0M | — |
| AMZN Amazon.com Inc. | 1.43% | 231,201 | $48.2M | — |
| GOOG Alphabet Inc. Class C | 1.43% | 167,296 | $48.0M | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.35% | 34,286 | $45.3M | — |
| YMM Full Truck Alliance -SPN ADR | 1.11% | 4,508,935 | $37.4M | — |
| SNDK Sandisk Corp. | 1.09% | 57,747 | $36.7M | — |
| META Meta Platforms Inc. Class A | 1.08% | 63,390 | $36.3M | — |
| INTC Intel Corp. | 1.06% | 807,234 | $35.6M | — |
| TSLA Tesla Inc. | 1.05% | 95,262 | $35.4M | — |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 1.04% | 256,145 | $35.0M | — |
| KLAC KLA Corp. | 1.04% | 23,772 | $35.0M | — |
| AMD Advanced Micro Devices | 0.89% | 147,961 | $30.1M | — |
| IVV iShares Core S&P 500 ETF | 0.86% | 44,471 | $29.0M | — |
| TME Tencent Music Entertainm-ADR | 0.77% | 2,809,453 | $26.1M | — |
| WMT Walmart Inc. | 0.74% | 201,278 | $25.0M | — |
| LRCX Lam Research Corp. | 0.73% | 114,396 | $24.4M | — |
| TAL Tal Education Group- ADR filed as TAL ED GROUP | 0.72% | 2,140,520 | $24.3M | — |
| BZ Kanzhun Ltd. - ADR | 0.69% | 1,739,331 | $23.3M | — |
| PLTR Palantir Technologies Inc. Class A | 0.67% | 154,949 | $22.7M | — |
| MRVL Marvell Technology Inc. | 0.64% | 218,685 | $21.7M | — |
| VIPS Vipshop Holdings Ltd. - ADR | 0.63% | 1,344,173 | $21.1M | — |
| CSCO Cisco Systems Inc. | 0.60% | 262,145 | $20.3M | — |
| DBO Invesco DB Oil Fund | 0.57% | 979,736 | $19.3M | — |
| COST Costco Wholesale Corp. | 0.56% | 18,986 | $18.9M | — |
| CIEN Ciena Corp. | 0.55% | 47,951 | $18.6M | — |
| AMAT Applied Materials Inc. | 0.54% | 52,892 | $18.1M | — |
| NFLX Netflix Inc. | 0.52% | 181,089 | $17.4M | — |
| ATAT Atour Lifestyle Holdings-ADR | 0.49% | 450,000 | $16.6M | — |
| XBI SS SPDR S&P Biotech ETF | 0.49% | 128,500 | $16.4M | — |
| TXN Texas Instruments Inc. | 0.48% | 82,721 | $16.1M | — |
| BNO United States Brent Oil Fund | 0.45% | 293,412 | $15.3M | — |
| USO United States Oil Fund LP | 0.44% | 116,459 | $14.8M | — |
| SGOL Abrdn Physical Gold Shares | 0.41% | 306,890 | $13.7M | — |
| GEV GE Vernova Inc. | 0.40% | 15,470 | $13.5M | — |
| GLDM SPDR Gold Minishares Trust | 0.40% | 144,525 | $13.4M | — |
| IAU iShares Gold Trust | 0.39% | 149,964 | $13.2M | — |
| GLD SPDR Gold Shares | 0.38% | 30,033 | $12.9M | — |
| BE Bloom Energy Corp. Class A | 0.33% | 82,649 | $11.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 16,827 | $10.9M | — |
| XOM Exxon Mobil Corp. | 0.30% | 58,569 | $9.9M | — |
| LIN Linde PLC | 0.29% | 19,578 | $9.7M | — |
| ADI Analog Devices Inc. | 0.28% | 29,381 | $9.3M | — |
| COHR Coherent Corp. | 0.27% | 38,118 | $9.1M | — |
| PEP Pepsico Inc. | 0.27% | 57,674 | $9.0M | — |
| ORCL Oracle Corp. | 0.26% | 59,300 | $8.7M | — |
| ARM Arm Holdings PLC-ADR | 0.25% | 56,444 | $8.5M | — |
| JPM JPMorgan Chase & Co. | 0.24% | 27,983 | $8.2M | — |
| QCOM Qualcomm Inc. | 0.24% | 63,480 | $8.2M | — |
| LLY Eli Lilly & Co. | 0.23% | 8,572 | $7.9M | — |
| TMUS T-Mobile US Inc. | 0.23% | 36,854 | $7.7M | — |
| PANW Palo Alto Networks Inc. | 0.23% | 48,169 | $7.7M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 31,807 | $7.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 15,880 | $7.6M | — |
| AMGN Amgen Inc. | 0.23% | 21,528 | $7.6M | — |
| INTU Intuit Inc. | 0.21% | 16,438 | $7.1M | — |
| GILD Gilead Sciences Inc. | 0.21% | 50,458 | $7.0M | — |
| APP AppLovin Corp. Class A | 0.21% | 17,586 | $7.0M | — |
| YUMC Yum China Holdings Inc. | 0.20% | 138,700 | $6.8M | — |
| JOYY Joyy Inc.-ADR | 0.20% | 115,971 | $6.8M | — |
| JNJ Johnson & Johnson | 0.19% | 26,199 | $6.4M | — |
| QFIN Qfin Holdings Inc.-ADR | 0.18% | 477,815 | $6.2M | — |
| ISRG Intuitive Surgical Inc. | 0.18% | 13,265 | $6.1M | — |
| ADBE Adobe Inc. | 0.18% | 24,349 | $5.9M | — |
| SMMT Summit Therapeutics Inc. | 0.18% | 311,825 | $5.9M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.17% | 14,947 | $5.8M | — |
| EVMN Evommune Inc. | 0.17% | 243,700 | $5.6M | — |
| WDC Western Digital Corp. | 0.17% | 20,570 | $5.6M | — |
| MAR Marriott International Class A | 0.16% | 16,446 | $5.4M | — |
| CELC Celcuity Inc. | 0.16% | 46,337 | $5.3M | — |
| V Visa Inc. Class A | 0.16% | 17,367 | $5.2M | — |
| LYB Lyondellbasell Indu Class A | 0.16% | 64,818 | $5.2M | — |
| HON Honeywell International Inc. | 0.15% | 22,572 | $5.1M | — |
| STX Seagate Technology Holdings | 0.15% | 12,912 | $5.1M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.14% | 10,816 | $4.8M | — |
| ABBV Abbvie Inc. | 0.14% | 22,143 | $4.8M | — |
| NEM Newmont Corp. | 0.14% | 44,427 | $4.8M | — |
| CRM Salesforce Inc. | 0.14% | 25,743 | $4.8M | — |
| BKNG Booking Holdings Inc. | 0.14% | 1,130 | $4.8M | — |
| ATHM Autohome Inc.-ADR | 0.14% | 270,314 | $4.7M | — |
| SHOP Shopify Inc. Class A | 0.14% | 39,066 | $4.6M | — |
| CDNS Cadence Design SYS Inc. | 0.13% | 16,267 | $4.5M | — |
| SNPS Synopsys Inc. | 0.13% | 11,351 | $4.5M | — |
| APH Amphenol Corp. Class A | 0.13% | 34,692 | $4.4M | — |
| MA Mastercard Inc. Class A | 0.13% | 8,617 | $4.3M | — |
| CVX Chevron Corp. | 0.12% | 19,615 | $4.1M | — |
| HTHT H World Group Ltd.-ADR | 0.12% | 78,170 | $3.9M | — |
| REGN Regeneron Pharmaceuticals | 0.11% | 4,825 | $3.7M | — |
| CMCSA Comcast Corp. Class A | 0.11% | 128,621 | $3.7M | — |
| SBUX Starbucks Corp. | 0.11% | 40,684 | $3.6M | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 488 | $4.5B | PDD, LRCX, AMD, NVDA, INTC |
| Q1 2026 | 489 | $3.4B | PDD, NVDA, AAPL, TSM, LITE |
| Q2 2025 | 394 | $2.1B | PDD, MSFT, NVDA, AAPL, AVGO |
| Q1 2025 | 398 | $2.1B | PDD, MSFT, AAPL, NVDA, BEKE |
| Q4 2024 | 395 | $2.0B | PDD, MSFT, AAPL, NVDA, BEKE |
| Q3 2024 | 353 | $1.9B | PDD, MSFT, AAPL, BEKE, NVDA |
| Q2 2024 | 318 | $1.8B | PDD, MSFT, TSM, NVDA, AAPL |
| Q1 2024 | 368 | $1.6B | PDD, MSFT, BEKE, TSM, TME |