Fund Resources Investment Holding Group Co Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Fund Resources Investment Holding Group Co Ltd reported 7 stock positions worth $817.0 million. Its top holding was Micron Technology (MU) at 76.7% of the portfolio, followed by Intel (INTC, 6.9%) and Marvell Technology (MRVL, 6.7%). Compared with Q1 2026, it opened 7 new positions and sold out of 1. The biggest buy was a new position in Micron Technology (MU) and the biggest sale an exit from Bitdeer Technologies Group-A (BTDR).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001652026
Portfolio Value
$817.0M (Q2 2026)
SEC Filing
0001652026-26-000010 ↗ filed Jul 29, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q4 2025: $102.7M Q4 2025 Q1 2026: $81.7M Q1 2026 Q2 2026: $817.0M $817.0M Q2 2026

Holdings 7 stocks · $817.0M
MU Micron Technology Inc. 76.71% 542,994 $626.8M New
INTC Intel Corp. 6.90% 403,757 $56.4M New
MRVL Marvell Technology Inc. 6.71% 184,000 $54.8M New
AXTI Axt Inc. 4.73% 536,706 $38.7M New
SNDK Sandisk Corp. 3.62% 13,000 $29.6M New
AAOI Applied Optoelectronics Inc. 0.91% 49,988 $7.4M New
SPCX Space Exploration Techn Class A 0.42% 20,000 $3.4M New

Portfolio Sells Q1 2026 → Q2 2026
BTDR Bitdeer Technologies Group-A Sold out 0.00% −100.00

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. New 76.71% +76.71
INTC Intel Corp. New 6.90% +6.90
MRVL Marvell Technology Inc. New 6.71% +6.71
AXTI Axt Inc. New 4.73% +4.73
SNDK Sandisk Corp. New 3.62% +3.62
AAOI Applied Optoelectronics Inc. New 0.91% +0.91
SPCX Space Exploration Techn Class A New 0.42% +0.42

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 7$817.0MMU, INTC, MRVL, AXTI, SNDK
Q1 2026 1$81.7MBTDR
Q4 2025 1$102.7MBTDR