Funde Sino Life Insurance Co Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Funde Sino Life Insurance Co Ltd reported 7 stock positions worth $306.8 million. Its top holding was Micron Technology (MU) at 80.1% of the portfolio, followed by Axt (AXTI, 7.6%) and Applied Optoelectronics (AAOI, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001652027
- Portfolio Value
- $306.8M (Q2 2026)
- SEC Filing
- 0001652027-26-000017 ↗ filed Jul 30, 2026
Holdings 7 stocks · $306.8M
| MU Micron Technology Inc. | 80.13% | 212,943 | $245.8M | — |
| AXTI Axt Inc. | 7.63% | 324,751 | $23.4M | — |
| AAOI Applied Optoelectronics Inc. | 5.81% | 120,306 | $17.8M | — |
| INTC Intel Corp. | 4.08% | 89,675 | $12.5M | — |
| MRVL Marvell Technology Inc. | 1.39% | 14,281 | $4.3M | — |
| POET Poet Technologies Inc. | 0.67% | 200,751 | $2.1M | — |
| SNDK Sandisk Corp. | 0.29% | 389 | $884K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 7 | $306.8M | MU, AXTI, AAOI, INTC, MRVL |