Harvest Fund Management Co., Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Harvest Fund Management Co., Ltd reported 622 stock positions worth $1.7 billion. Its top holding was Nvidia (NVDA) at 7.4% of the portfolio, followed by Apple (AAPL, 7.1%) and Microsoft (MSFT, 6.9%). Compared with Q2 2024, it opened 123 new positions, sold out of 133, added to 251 and reduced 160. The biggest buy was Apple (AAPL, shares +35%) and the biggest sale PDD (PDD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEIJING, F4
- CIK
- 0001694126
- Portfolio Value
- $1.7B (Q3 2024)
- SEC Filing
- 0001694126-24-000007 ↗ filed Nov 13, 2024
Holdings Value
Holdings 622 stocks · $1.7B
| NVDA Nvidia Corp. | 7.40% | 1,024,509 | $124.5M | Add +21.9% |
| AAPL Apple Inc. | 7.10% | 512,754 | $119.5M | Add +35.1% |
| MSFT Microsoft Corp. | 6.93% | 271,176 | $116.6M | Add +26.0% |
| PDD PDD Holdings Inc. | 4.65% | 580,949 | $78.3M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 4.12% | 121,108 | $69.3M | Add +30.3% |
| AVGO Broadcom Inc. | 4.11% | 400,759 | $69.1M | Add +25.5% |
| AMZN Amazon.com Inc. | 4.07% | 367,604 | $68.5M | Add +25.1% |
| GOOGL Alphabet Inc. Class A | 2.75% | 278,825 | $46.3M | Add +11.1% |
| TSLA Tesla Inc. | 2.53% | 162,735 | $42.6M | Add +49.0% |
| TAL Tal Education Group- ADR | 1.99% | 2,825,831 | $33.5M | Reduce -24.8% |
| AMD Advanced Micro Devices | 1.93% | 197,878 | $32.5M | Add +47.4% |
| COST Costco Wholesale Corp. | 1.73% | 32,858 | $29.1M | Add +44.1% |
| GOOG Alphabet Inc. Class C | 1.57% | 157,622 | $26.4M | Add +62.0% |
| NFLX Netflix Inc. | 1.31% | 31,022 | $22.0M | Add +36.9% |
| EDU New Oriental Educatio-SP ADR | 1.30% | 289,420 | $21.9M | Add +9.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.16% | 112,108 | $19.5M | Add +9.7% |
| TXN Texas Instruments Inc. | 1.15% | 93,797 | $19.4M | Add +228.9% |
| LLY Eli Lilly & Co. | 1.08% | 20,523 | $18.2M | Add +17.1% |
| BABA Alibaba Group Holding-SP ADR | 1.05% | 166,849 | $17.7M | Reduce -27.7% |
| ASML ASML Holding NV-NY Reg SHS | 1.04% | 21,013 | $17.5M | Add +28.2% |
| SNPS Synopsys Inc. | 0.89% | 29,446 | $14.9M | Add +74.4% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.83% | 701,220 | $14.0M | Add +0.7% |
| MRVL Marvell Technology Inc. | 0.78% | 182,218 | $13.1M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 0.74% | 73,117 | $12.4M | Reduce -27.1% |
| TMUS T-Mobile US Inc. | 0.73% | 59,649 | $12.3M | Add +53.1% |
| ADBE Adobe Inc. | 0.73% | 23,610 | $12.2M | Add +23.9% |
| ISRG Intuitive Surgical Inc. | 0.68% | 23,154 | $11.4M | Add +32.9% |
| PEP Pepsico Inc. | 0.64% | 63,271 | $10.8M | Add +52.1% |
| LIN Linde PLC | 0.62% | 22,009 | $10.5M | Add +51.3% |
| AMAT Applied Materials Inc. | 0.62% | 51,328 | $10.4M | Add +15.9% |
| CSCO Cisco Systems Inc. | 0.59% | 186,723 | $9.9M | Add +53.2% |
| APH Amphenol Corp. Class A | 0.59% | 151,302 | $9.9M | Add +61.5% |
| AMGN Amgen Inc. | 0.53% | 27,496 | $8.9M | Add +44.9% |
| BKNG Booking Holdings Inc. | 0.52% | 2,073 | $8.7M | Add +25.6% |
| IQ Iqiyi Inc.-ADR | 0.48% | 2,834,389 | $8.1M | Add +0.1% |
| INTU Intuit Inc. | 0.48% | 12,877 | $8.0M | Add +33.0% |
| MPWR Monolithic Power Systems Inc. | 0.45% | 8,229 | $7.6M | Reduce -5.8% |
| INTC Intel Corp. | 0.45% | 320,629 | $7.5M | Add +61.3% |
| CMCSA Comcast Corp. Class A | 0.44% | 177,945 | $7.4M | Add +50.2% |
| KLAC KLA Corp. | 0.42% | 9,085 | $7.0M | Add +16.8% |
| GCT Gigacloud Technology Inc. Class A | 0.41% | 302,950 | $7.0M | New |
| PANW Palo Alto Networks Inc. | 0.40% | 19,480 | $6.7M | Add +36.3% |
| GOTU Gaotu Techedu Inc. | 0.39% | 1,673,915 | $6.6M | Reduce -47.3% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.38% | 67,370 | $6.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 13,648 | $6.3M | Add +375.5% |
| CEG Constellation Energy | 0.37% | 24,123 | $6.3M | Add +10.6% |
| HON Honeywell International Inc. | 0.37% | 29,926 | $6.2M | Add +51.9% |
| LRCX Lam Research Corp. | 0.35% | 7,282 | $5.9M | Reduce -55.4% |
| AMKR Amkor Technology Inc. | 0.35% | 194,000 | $5.9M | Add +162.9% |
| ORCL Oracle Corp. | 0.35% | 34,543 | $5.9M | Add +119.5% |
| GLD SPDR Gold Shares | 0.35% | 24,206 | $5.9M | Add +21.6% |
| CTAS Cintas Corp. | 0.34% | 27,679 | $5.7M | Add +72.0% |
| IAU iShares Gold Trust | 0.34% | 113,654 | $5.6M | Add +22.8% |
| SGOL Abrdn Physical Gold Shares | 0.33% | 223,877 | $5.6M | Add +22.8% |
| SBUX Starbucks Corp. | 0.33% | 56,952 | $5.6M | Add +60.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 11,918 | $5.5M | Reduce -0.8% |
| MU Micron Technology Inc. | 0.32% | 51,720 | $5.4M | Reduce -52.4% |
| ADI Analog Devices Inc. | 0.31% | 22,870 | $5.3M | Add +47.7% |
| REGN Regeneron Pharmaceuticals | 0.31% | 4,994 | $5.3M | Add +43.9% |
| ADP Automatic Data Processing | 0.31% | 18,925 | $5.2M | Add +51.1% |
| MELI MercadoLibre Inc. | 0.29% | 2,410 | $4.9M | Add +50.6% |
| YMM Full Truck Alliance -SPN ADR | 0.29% | 545,517 | $4.9M | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 25,743 | $4.9M | Add +51.2% |
| PYPL PayPal Holdings Inc. | 0.29% | 61,806 | $4.8M | Add +89.2% |
| GILD Gilead Sciences Inc. | 0.29% | 57,377 | $4.8M | Add +26.7% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.28% | 298,200 | $4.7M | Add +0.7% |
| TME Tencent Music Entertainm-ADR | 0.27% | 383,156 | $4.6M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.27% | 23,011 | $4.5M | Add +19.3% |
| MDLZ Mondelez International Inc. Class A | 0.27% | 61,531 | $4.5M | Add +51.6% |
| BZ Kanzhun Ltd. - ADR | 0.25% | 246,061 | $4.3M | Reduce -28.3% |
| TCOM Trip.com Group Ltd.-ADR | 0.23% | 66,231 | $3.9M | Reduce -48.8% |
| ADSK Autodesk Inc. | 0.23% | 13,802 | $3.8M | Add +3.0% |
| CDNS Cadence Design SYS Inc. | 0.21% | 13,292 | $3.6M | Add +10.4% |
| FTNT Fortinet Inc. | 0.21% | 46,353 | $3.6M | Add +99.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.21% | 32,596 | $3.6M | Add +44.9% |
| VRT Vertiv Holdings Co. Class A | 0.21% | 35,276 | $3.5M | Reduce -42.4% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 94,012 | $3.5M | Add +160.0% |
| PGR Progressive Corp. | 0.20% | 13,425 | $3.4M | Reduce -2.5% |
| HD Home Depot Inc. | 0.20% | 8,311 | $3.4M | Add +59.7% |
| DASH DoorDash Inc. Class A | 0.20% | 23,430 | $3.3M | Add +89.6% |
| MAR Marriott International Class A | 0.19% | 12,980 | $3.2M | Add +21.5% |
| BNO United States Brent Oil Fund | 0.19% | 111,000 | $3.1M | Add +16.1% |
| USO United States Oil Fund LP | 0.18% | 44,452 | $3.1M | Add +15.1% |
| ORLY O'reilly Automotive Inc. | 0.18% | 2,697 | $3.1M | Add +26.6% |
| CSX CSX Corp. | 0.18% | 89,305 | $3.1M | Add +51.0% |
| AEP American Electric Power | 0.18% | 29,637 | $3.0M | Add +85.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 10,728 | $3.0M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.18% | 3,354 | $3.0M | Add +48.4% |
| GEV GE Vernova Inc. | 0.18% | 11,579 | $3.0M | Add +83.7% |
| ANET Arista Networks Inc. | 0.17% | 7,641 | $2.9M | Reduce -4.1% |
| YUMC Yum China Holdings Inc. | 0.17% | 61,745 | $2.9M | Add +590.9% |
| RERE Atrenew Inc. | 0.17% | 1,049,214 | $2.9M | Add +162.3% |
| ARM Arm Holdings PLC-ADR | 0.17% | 20,102 | $2.9M | Add +130.1% |
| NXPI NXP Semiconductors NV | 0.17% | 11,734 | $2.8M | Add +9.4% |
| ROP Roper Technologies Inc. | 0.16% | 4,938 | $2.7M | Add +52.5% |
| UBER Uber Technologies Inc. | 0.16% | 35,227 | $2.6M | Add +16.9% |
| ABNB Airbnb Inc. Class A | 0.16% | 20,714 | $2.6M | Add +46.2% |
| GEHC GE Healthcare Technology | 0.15% | 27,740 | $2.6M | Add +92.7% |
| NRG NRG Energy Inc. | 0.15% | 28,245 | $2.6M | Reduce -15.0% |
| ROST Ross Stores Inc. | 0.15% | 16,627 | $2.5M | Add +28.1% |
Portfolio Sells Q2 2024 → Q3 2024
| PDD PDD Holdings Inc. | Reduce -0.7% | 4.65% | −0.97 |
| TAL Tal Education Group- ADR | Reduce -24.8% | 1.99% | −0.91 |
| LRCX Lam Research Corp. | Reduce -55.4% | 0.35% | −0.90 |
| GOTU Gaotu Techedu Inc. | Reduce -47.3% | 0.39% | −0.73 |
| MU Micron Technology Inc. | Reduce -52.4% | 0.32% | −0.72 |
| QCOM Qualcomm Inc. | Reduce -27.1% | 0.74% | −0.70 |
| GIGACLOUD TECHNOLOGY INC | Sold out | 0.00% | −0.67 |
| DELL Dell Technologies -C | Reduce -73.9% | 0.05% | −0.24 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.22 |
| BZ Kanzhun Ltd. - ADR | Reduce -28.3% | 0.25% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -96.8% | 0.00% | −0.21 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -48.8% | 0.23% | −0.21 |
| VRT Vertiv Holdings Co. Class A | Reduce -42.4% | 0.21% | −0.17 |
| BABA Alibaba Group Holding-SP ADR | Reduce -27.7% | 1.05% | −0.15 |
| MRVL Marvell Technology Inc. | Reduce -0.8% | 0.78% | −0.15 |
| V Visa Inc. Class A | Reduce -77.5% | 0.03% | −0.14 |
| SMCI Super Micro Computer Inc. | Reduce -3.8% | 0.09% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.3% | 0.18% | −0.13 |
| TME Tencent Music Entertainm-ADR | Reduce -0.8% | 0.27% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Reduce -57.8% | 0.05% | −0.12 |
| HPE Hewlett Packard Enterprise | Reduce -96.0% | 0.00% | −0.12 |
| BIDU Baidu Inc. - Spon ADR | Reduce -48.3% | 0.12% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -99.9% | 0.00% | −0.10 |
| AOSL Alpha & Omega Semiconductor | Sold out | 0.00% | −0.09 |
| CRUS Cirrus Logic Inc. | Reduce -78.9% | 0.02% | −0.09 |
| CLS Celestica Inc. | Reduce -95.2% | 0.00% | −0.09 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.08 |
| MCK McKesson Corp. | Reduce -97.8% | 0.00% | −0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.8% | 0.33% | −0.08 |
| TJX TJX Companies Inc. | Reduce -38.3% | 0.09% | −0.07 |
| SKYW Skywest Inc. | Reduce -87.4% | 0.01% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -99.6% | 0.00% | −0.07 |
| NU HLDGS LTD | Sold out | 0.00% | −0.07 |
| WFRD Weatherford International PL | Sold out | 0.00% | −0.07 |
| MPWR Monolithic Power Systems Inc. | Reduce -5.8% | 0.45% | −0.07 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.06 |
| CROX Crocs Inc. | Reduce -99.5% | 0.00% | −0.06 |
| ECL Ecolab Inc. | Reduce -82.9% | 0.01% | −0.06 |
| CAT Caterpillar Inc. | Reduce -59.9% | 0.04% | −0.06 |
| EME Emcor Group Inc. | Reduce -42.2% | 0.08% | −0.06 |
| WING Wingstop Inc. | Reduce -76.1% | 0.01% | −0.06 |
| P Everpure Inc. Class A | Reduce -79.8% | 0.01% | −0.06 |
| FANG Diamondback Energy Inc. | Reduce -15.5% | 0.09% | −0.06 |
| NTAP Netapp Inc. | Reduce -16.3% | 0.11% | −0.06 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.06 |
| FTAI AVIATION LTD | Sold out | 0.00% | −0.05 |
| STX Seagate Technology Ulc | Reduce -93.7% | 0.00% | −0.05 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.05 |
| DD Dupont DE Nemours Inc. | Reduce -89.1% | 0.01% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -47.4% | 0.05% | −0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +35.1% | 7.10% | +1.32 |
| TSLA Tesla Inc. | Add +49.0% | 2.53% | +0.96 |
| TXN Texas Instruments Inc. | Add +228.9% | 1.15% | +0.75 |
| META Meta Platforms Inc. Class A | Add +30.3% | 4.12% | +0.73 |
| GCT Gigacloud Technology Inc. Class A | New | 0.41% | +0.41 |
| AVGO Broadcom Inc. | Add +25.5% | 4.11% | +0.40 |
| AMD Advanced Micro Devices | Add +47.4% | 1.93% | +0.35 |
| COST Costco Wholesale Corp. | Add +44.1% | 1.73% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +375.5% | 0.37% | +0.29 |
| GOOG Alphabet Inc. Class C | Add +62.0% | 1.57% | +0.27 |
| TMUS T-Mobile US Inc. | Add +53.1% | 0.73% | +0.23 |
| NFLX Netflix Inc. | Add +36.9% | 1.31% | +0.20 |
| ORCL Oracle Corp. | Add +119.5% | 0.35% | +0.19 |
| CSCO Cisco Systems Inc. | Add +53.2% | 0.59% | +0.17 |
| LIN Linde PLC | Add +51.3% | 0.62% | +0.16 |
| SNPS Synopsys Inc. | Add +74.4% | 0.89% | +0.16 |
| YUMC Yum China Holdings Inc. | Add +590.9% | 0.17% | +0.15 |
| PYPL PayPal Holdings Inc. | Add +89.2% | 0.29% | +0.15 |
| PEP Pepsico Inc. | Add +52.1% | 0.64% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +160.0% | 0.21% | +0.14 |
| AMKR Amkor Technology Inc. | Add +162.9% | 0.35% | +0.14 |
| CTAS Cintas Corp. | Add +72.0% | 0.34% | +0.14 |
| SBUX Starbucks Corp. | Add +60.4% | 0.33% | +0.13 |
| APH Amphenol Corp. Class A | Add +61.5% | 0.59% | +0.13 |
| BEKE Ke Holdings Inc.-ADR | Add +0.7% | 0.83% | +0.12 |
| ISRG Intuitive Surgical Inc. | Add +32.9% | 0.68% | +0.11 |
| FTNT Fortinet Inc. | Add +99.0% | 0.21% | +0.11 |
| CMCSA Comcast Corp. Class A | Add +50.2% | 0.44% | +0.11 |
| RERE Atrenew Inc. | Add +162.3% | 0.17% | +0.10 |
| MELI MercadoLibre Inc. | Add +50.6% | 0.29% | +0.10 |
| DASH DoorDash Inc. Class A | Add +89.6% | 0.20% | +0.10 |
| AMGN Amgen Inc. | Add +44.9% | 0.53% | +0.10 |
| GEV GE Vernova Inc. | Add +83.7% | 0.18% | +0.10 |
| ADP Automatic Data Processing | Add +51.1% | 0.31% | +0.09 |
| BX Blackstone Inc. | Add +198.7% | 0.14% | +0.09 |
| GE General Electric | Add +51.2% | 0.29% | +0.09 |
| T AT&T Inc. | Add +1453.5% | 0.10% | +0.09 |
| AEP American Electric Power | Add +85.8% | 0.18% | +0.08 |
| FTAI Ftai Aviation Ltd. | New | 0.08% | +0.08 |
| MDLZ Mondelez International Inc. Class A | Add +51.6% | 0.27% | +0.08 |
| GEHC GE Healthcare Technology | Add +92.7% | 0.15% | +0.07 |
| HD Home Depot Inc. | Add +59.7% | 0.20% | +0.07 |
| AMT American Tower Corp. | New | 0.07% | +0.07 |
| ARM Arm Holdings PLC-ADR | Add +130.1% | 0.17% | +0.07 |
| HON Honeywell International Inc. | Add +51.9% | 0.37% | +0.06 |
| GILD Gilead Sciences Inc. | Add +26.7% | 0.29% | +0.06 |
| LMT Lockheed Martin Corp. | New | 0.06% | +0.06 |
| SAP Sap SE-Sponsored ADR | Add +98.8% | 0.13% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +85.0% | 0.14% | +0.06 |
| ADI Analog Devices Inc. | Add +47.7% | 0.31% | +0.06 |
Notes & Other Activity Q2 2024 → Q3 2024
| NUVL Nuvalent Inc. Class A | COM | Reduce -100.0% | 0 | $0 |
| JBL Jabil Inc. | COM | Sold out | 0 | $0before exit |
| BAP Credicorp Ltd. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 454 | $3.0B | NVDA, AAPL, MU, AMD, AVGO |
| Q1 2026 | 544 | $2.4B | NVDA, AAPL, MSFT, GOOGL, AVGO |
| Q4 2025 | 603 | $2.7B | NVDA, AAPL, TSLA, MSFT, GOOGL |
| Q3 2025 | 640 | $2.4B | NVDA, AAPL, MSFT, TSLA, AVGO |
| Q2 2025 | 631 | $2.1B | NVDA, MSFT, AAPL, TSLA, AMZN |
| Q1 2025 | 672 | $2.0B | AAPL, NVDA, MSFT, TSLA, AMZN |
| Q4 2024 | 733 | $2.2B | AAPL, NVDA, MSFT, AMZN, AVGO |
| Q3 2024 | 622 | $1.7B | NVDA, AAPL, MSFT, PDD, META |
| Q2 2024 | 633 | $1.4B | NVDA, MSFT, AAPL, PDD, AMZN |
| Q1 2024 | 669 | $1.1B | MSFT, NVDA, PDD, AAPL, AMZN |