Harvest Fund Management Co., Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Harvest Fund Management Co., Ltd reported 733 stock positions worth $2.2 billion. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Nvidia (NVDA, 7.6%) and Microsoft (MSFT, 6.5%). Compared with Q3 2024, it opened 228 new positions, sold out of 115, added to 292 and reduced 137. The biggest buy was Amazon.com (AMZN, shares +42%) and the biggest sale PDD (PDD, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- BEIJING, F4
- CIK
- 0001694126
- Portfolio Value
- $2.2B (Q4 2024)
- SEC Filing
- 0001694126-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 733 stocks · $2.2B
| AAPL Apple Inc. | 8.08% | 696,952 | $174.4M | Add +35.9% |
| NVDA Nvidia Corp. | 7.64% | 1,227,710 | $164.9M | Add +19.8% |
| MSFT Microsoft Corp. | 6.47% | 331,274 | $139.7M | Add +22.2% |
| AMZN Amazon.com Inc. | 5.32% | 523,318 | $114.8M | Add +42.4% |
| AVGO Broadcom Inc. | 4.28% | 398,022 | $92.4M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 3.50% | 129,272 | $75.6M | Add +6.7% |
| TSLA Tesla Inc. | 3.36% | 180,045 | $72.5M | Add +10.6% |
| GOOGL Alphabet Inc. Class A | 2.86% | 326,417 | $61.8M | Add +17.1% |
| GOOG Alphabet Inc. Class C | 2.35% | 266,327 | $50.7M | Add +69.0% |
| PDD PDD Holdings Inc. | 2.21% | 491,857 | $47.7M | Reduce -15.3% |
| NFLX Netflix Inc. | 1.73% | 42,006 | $37.4M | Add +35.4% |
| COST Costco Wholesale Corp. | 1.72% | 40,687 | $37.2M | Add +23.8% |
| AMD Advanced Micro Devices | 1.21% | 217,348 | $26.2M | Add +9.8% |
| QCOM Qualcomm Inc. | 1.06% | 149,131 | $22.9M | Add +104.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.03% | 112,931 | $22.3M | Add +0.7% |
| TAL Tal Education Group- ADR | 0.95% | 2,044,181 | $20.5M | Reduce -27.7% |
| PLTR Palantir Technologies Inc. Class A | 0.86% | 245,075 | $18.5M | Add +160.7% |
| MRVL Marvell Technology Inc. | 0.84% | 164,952 | $18.1M | Reduce -9.5% |
| TMUS T-Mobile US Inc. | 0.76% | 74,715 | $16.5M | Add +25.3% |
| ISRG Intuitive Surgical Inc. | 0.75% | 31,400 | $16.3M | Add +35.6% |
| CRM Salesforce Inc. | 0.70% | 45,462 | $15.2M | Add +408.8% |
| TXN Texas Instruments Inc. | 0.70% | 82,189 | $15.0M | Reduce -12.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.69% | 21,665 | $14.9M | Add +3.1% |
| LLY Eli Lilly & Co. | 0.69% | 19,209 | $14.8M | Reduce -6.4% |
| CSCO Cisco Systems Inc. | 0.65% | 237,564 | $14.1M | Add +27.2% |
| SNPS Synopsys Inc. | 0.63% | 28,346 | $13.6M | Reduce -3.7% |
| BKNG Booking Holdings Inc. | 0.62% | 2,675 | $13.3M | Add +29.0% |
| EDU New Oriental Educatio-SP ADR | 0.61% | 203,796 | $13.1M | Reduce -29.6% |
| PEP Pepsico Inc. | 0.56% | 80,745 | $12.2M | Add +27.6% |
| MU Micron Technology Inc. | 0.56% | 142,564 | $12.0M | Add +175.7% |
| LIN Linde PLC | 0.54% | 28,037 | $11.7M | Add +27.4% |
| BABA Alibaba Group Holding-SP ADR | 0.54% | 137,846 | $11.7M | Reduce -17.4% |
| ADBE Adobe Inc. | 0.53% | 25,969 | $11.4M | Add +10.0% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.53% | 618,823 | $11.4M | Reduce -11.8% |
| APP AppLovin Corp. Class A | 0.51% | 34,412 | $11.0M | Add +102.2% |
| INTU Intuit Inc. | 0.48% | 16,474 | $10.4M | Add +27.9% |
| HON Honeywell International Inc. | 0.46% | 44,161 | $9.9M | Add +47.6% |
| AMAT Applied Materials Inc. | 0.44% | 58,955 | $9.6M | Add +14.9% |
| PANW Palo Alto Networks Inc. | 0.44% | 52,760 | $9.5M | Add +35.4% |
| MPWR Monolithic Power Systems Inc. | 0.40% | 14,535 | $8.6M | Add +76.6% |
| LRCX Lam Research Corp. | 0.40% | 120,185 | $8.6M | Add +65.0% |
| AMGN Amgen Inc. | 0.38% | 31,657 | $8.2M | Add +15.1% |
| ADP Automatic Data Processing | 0.38% | 27,888 | $8.2M | Add +47.4% |
| CMCSA Comcast Corp. Class A | 0.37% | 224,645 | $7.9M | Add +26.2% |
| GEV GE Vernova Inc. | 0.36% | 23,914 | $7.9M | Add +106.5% |
| PYPL PayPal Holdings Inc. | 0.36% | 90,623 | $7.7M | Add +46.6% |
| MA Mastercard Inc. Class A | 0.36% | 14,546 | $7.7M | Add +205.8% |
| GILD Gilead Sciences Inc. | 0.34% | 80,889 | $7.4M | Add +41.0% |
| APH Amphenol Corp. Class A | 0.34% | 105,467 | $7.3M | Reduce -30.3% |
| TCOM Trip.com Group Ltd.-ADR | 0.33% | 104,734 | $7.2M | Add +58.1% |
| AMKR Amkor Technology Inc. | 0.33% | 274,000 | $7.0M | Add +41.2% |
| ORCL Oracle Corp. | 0.31% | 40,718 | $6.8M | Add +17.9% |
| CDNS Cadence Design SYS Inc. | 0.31% | 22,446 | $6.8M | Add +68.9% |
| FTNT Fortinet Inc. | 0.31% | 71,290 | $6.7M | Add +53.8% |
| IQ Iqiyi Inc.-ADR | 0.30% | 3,228,223 | $6.5M | Add +13.9% |
| NOW ServiceNow Inc. | 0.30% | 6,061 | $6.4M | Add +80.7% |
| SBUX Starbucks Corp. | 0.28% | 66,971 | $6.1M | Add +17.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 15,225 | $6.1M | Add +27.8% |
| GLD SPDR Gold Shares | 0.27% | 24,388 | $5.9M | Add +0.8% |
| LULU Lululemon Athletica Inc. | 0.27% | 15,512 | $5.9M | Add +182.6% |
| USO United States Oil Fund LP | 0.27% | 77,836 | $5.9M | Add +75.1% |
| ADI Analog Devices Inc. | 0.27% | 29,208 | $5.8M | Add +27.7% |
| BNO United States Brent Oil Fund | 0.27% | 194,232 | $5.8M | Add +75.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 16,676 | $5.7M | Add +55.4% |
| IAU iShares Gold Trust | 0.26% | 114,538 | $5.7M | Add +0.8% |
| SGOL Abrdn Physical Gold Shares | 0.26% | 225,559 | $5.6M | Add +0.8% |
| DASH DoorDash Inc. Class A | 0.26% | 33,658 | $5.6M | Add +43.6% |
| GCT Gigacloud Technology Inc. Class A | 0.26% | 302,950 | $5.6M | No change |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.25% | 67,370 | $5.4M | No change |
| CEG Constellation Energy | 0.25% | 23,700 | $5.3M | Reduce -1.8% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 45,462 | $5.2M | Add +28.9% |
| ANET Arista Networks Inc. | 0.24% | 45,978 | $5.1M | Add +50.4% |
| INTC Intel Corp. | 0.24% | 253,830 | $5.1M | Reduce -20.8% |
| MELI MercadoLibre Inc. | 0.24% | 2,984 | $5.1M | Add +23.8% |
| WMT Walmart Inc. | 0.23% | 55,720 | $5.0M | Add +171.6% |
| GDDY GoDaddy Inc. Class A | 0.23% | 24,930 | $4.9M | Add +133.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.22% | 41,317 | $4.8M | Add +26.8% |
| AXON Axon Enterprise Inc. | 0.22% | 8,160 | $4.8M | Add +311.1% |
| ORLY O'reilly Automotive Inc. | 0.22% | 4,016 | $4.7M | Add +48.9% |
| MFC Manulife Financial Corp. | 0.22% | 153,766 | $4.7M | Add +454.4% |
| CTAS Cintas Corp. | 0.22% | 25,415 | $4.7M | Reduce -8.2% |
| DECK Deckers Outdoor Corp. | 0.22% | 22,859 | $4.6M | Add +561.6% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 78,697 | $4.6M | Add +27.9% |
| MAR Marriott International Class A | 0.21% | 16,355 | $4.6M | Add +26.0% |
| REGN Regeneron Pharmaceuticals | 0.20% | 6,360 | $4.4M | Add +27.4% |
| ARM Arm Holdings PLC-ADR | 0.20% | 35,175 | $4.3M | Add +75.0% |
| ADSK Autodesk Inc. | 0.20% | 17,264 | $4.3M | Add +25.1% |
| TER Teradyne Inc. | 0.19% | 33,219 | $4.2M | New |
| YMM Full Truck Alliance -SPN ADR | 0.19% | 378,170 | $4.1M | Reduce -30.7% |
| RERE Atrenew Inc. | 0.19% | 1,399,214 | $4.0M | Add +33.4% |
| V Visa Inc. Class A | 0.18% | 12,432 | $3.9M | Add +520.0% |
| SAP Sap SE-Sponsored ADR | 0.18% | 15,839 | $3.9M | Add +69.1% |
| CSX CSX Corp. | 0.17% | 113,492 | $3.6M | Add +27.1% |
| DDOG Datadog Inc. Class A | 0.17% | 25,966 | $3.6M | Add +81.2% |
| T AT&T Inc. | 0.17% | 156,339 | $3.6M | Add +106.9% |
| AXP American Express Co. | 0.16% | 11,616 | $3.4M | Add +140.8% |
| ABNB Airbnb Inc. Class A | 0.15% | 25,633 | $3.3M | Add +23.8% |
| PCAR Paccar Inc. | 0.15% | 31,980 | $3.3M | Add +32.4% |
| VST Vistra Corp. | 0.15% | 23,934 | $3.3M | Add +16.1% |
| ROP Roper Technologies Inc. | 0.15% | 6,311 | $3.3M | Add +27.8% |
Portfolio Sells Q3 2024 → Q4 2024
| PDD PDD Holdings Inc. | Reduce -15.3% | 2.21% | −2.44 |
| TAL Tal Education Group- ADR | Reduce -27.7% | 0.95% | −1.04 |
| EDU New Oriental Educatio-SP ADR | Reduce -29.6% | 0.61% | −0.70 |
| BABA Alibaba Group Holding-SP ADR | Reduce -17.4% | 0.54% | −0.51 |
| TXN Texas Instruments Inc. | Reduce -12.4% | 0.70% | −0.46 |
| LLY Eli Lilly & Co. | Reduce -6.4% | 0.69% | −0.39 |
| GOTU Gaotu Techedu Inc. | Reduce -71.7% | 0.05% | −0.34 |
| BEKE Ke Holdings Inc.-ADR | Reduce -11.8% | 0.53% | −0.30 |
| SNPS Synopsys Inc. | Reduce -3.7% | 0.63% | −0.26 |
| APH Amphenol Corp. Class A | Reduce -30.3% | 0.34% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -49.1% | 0.15% | −0.23 |
| GE General Electric | Reduce -65.0% | 0.07% | −0.22 |
| INTC Intel Corp. | Reduce -20.8% | 0.24% | −0.21 |
| ABBV Abbvie Inc. | Reduce -64.9% | 0.07% | −0.20 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -56.4% | 0.08% | −0.20 |
| BZ Kanzhun Ltd. - ADR | Reduce -31.2% | 0.11% | −0.15 |
| YUMC Yum China Holdings Inc. | Reduce -78.1% | 0.03% | −0.14 |
| BILI Bilibili Inc.-Sponsored ADR | Sold out | 0.00% | −0.14 |
| TME Tencent Music Entertainm-ADR | Reduce -28.9% | 0.14% | −0.13 |
| CEG Constellation Energy | Reduce -1.8% | 0.25% | −0.13 |
| CTAS Cintas Corp. | Reduce -8.2% | 0.22% | −0.12 |
| HD Home Depot Inc. | Reduce -46.0% | 0.08% | −0.12 |
| BIDU Baidu Inc. - Spon ADR | Reduce -92.4% | 0.01% | −0.11 |
| YMM Full Truck Alliance -SPN ADR | Reduce -30.7% | 0.19% | −0.10 |
| IRM Iron Mountain Inc. | Reduce -63.5% | 0.03% | −0.10 |
| UBER Uber Technologies Inc. | Reduce -36.0% | 0.06% | −0.09 |
| WELL Welltower Inc. | Reduce -82.0% | 0.01% | −0.09 |
| THC Tenet Healthcare Corp. | Reduce -94.6% | 0.00% | −0.09 |
| FN Fabrinet | Sold out | 0.00% | −0.08 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.08 |
| DVA Davita Inc. | Reduce -53.1% | 0.04% | −0.07 |
| UHS Universal Health Services-B | Reduce -99.5% | 0.00% | −0.07 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.07 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.07 |
| PGR Progressive Corp. | Reduce -8.4% | 0.14% | −0.07 |
| BLDR Builders Firstsource Inc. | Reduce -93.7% | 0.00% | −0.06 |
| KBH KB Home | Reduce -82.4% | 0.01% | −0.06 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| CVLT Commvault Systems Inc. | Reduce -49.8% | 0.04% | −0.06 |
| PNTG The Pennant Group Inc. | Reduce -96.9% | 0.00% | −0.06 |
| GEHC GE Healthcare Technology | Reduce -2.2% | 0.10% | −0.06 |
| ILMN Illumina Inc. | Reduce -99.9% | 0.00% | −0.06 |
| MMM 3M Co. | Reduce -53.3% | 0.03% | −0.05 |
| DHI D.R. Horton Inc. | Reduce -79.7% | 0.01% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -98.0% | 0.00% | −0.05 |
| DELL Dell Technologies -C | Reduce -93.7% | 0.00% | −0.05 |
| NEM Newmont Corp. | Reduce -89.0% | 0.00% | −0.05 |
| PGJ Invesco Golden Dragon China | Sold out | 0.00% | −0.05 |
| TOL Toll Brothers Inc. | Reduce -69.7% | 0.01% | −0.05 |
| SFM Sprouts Farmers Market Inc. | Reduce -60.0% | 0.03% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +42.4% | 5.32% | +1.25 |
| AAPL Apple Inc. | Add +35.9% | 8.08% | +0.98 |
| TSLA Tesla Inc. | Add +10.6% | 3.36% | +0.83 |
| GOOG Alphabet Inc. Class C | Add +69.0% | 2.35% | +0.78 |
| PLTR Palantir Technologies Inc. Class A | Add +160.7% | 0.86% | +0.65 |
| CRM Salesforce Inc. | Add +408.8% | 0.70% | +0.56 |
| NFLX Netflix Inc. | Add +35.4% | 1.73% | +0.43 |
| APP AppLovin Corp. Class A | Add +102.2% | 0.51% | +0.38 |
| QCOM Qualcomm Inc. | Add +104.0% | 1.06% | +0.32 |
| NVDA Nvidia Corp. | Add +19.8% | 7.64% | +0.25 |
| MU Micron Technology Inc. | Add +175.7% | 0.56% | +0.24 |
| MA Mastercard Inc. Class A | Add +205.8% | 0.36% | +0.22 |
| TER Teradyne Inc. | New | 0.19% | +0.19 |
| GEV GE Vernova Inc. | Add +106.5% | 0.36% | +0.19 |
| LULU Lululemon Athletica Inc. | Add +182.6% | 0.27% | +0.18 |
| DECK Deckers Outdoor Corp. | Add +561.6% | 0.22% | +0.18 |
| AXON Axon Enterprise Inc. | Add +311.1% | 0.22% | +0.18 |
| MFC Manulife Financial Corp. | Add +454.4% | 0.22% | +0.17 |
| V Visa Inc. Class A | Add +520.0% | 0.18% | +0.15 |
| CLS Celestica Inc. | Add +3195.6% | 0.15% | +0.14 |
| MSTR Strategy Inc. | Add +2261.8% | 0.14% | +0.14 |
| WMT Walmart Inc. | Add +171.6% | 0.23% | +0.14 |
| GDDY GoDaddy Inc. Class A | Add +133.2% | 0.23% | +0.13 |
| FOX Fox Corp. Class B | New | 0.13% | +0.13 |
| NOW ServiceNow Inc. | Add +80.7% | 0.30% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +17.1% | 2.86% | +0.12 |
| KR Kroger Co. | Add +16801.7% | 0.11% | +0.11 |
| CDNS Cadence Design SYS Inc. | Add +68.9% | 0.31% | +0.10 |
| VIRT Virtu Financial Inc. Class A | Add +533.4% | 0.12% | +0.10 |
| TCOM Trip.com Group Ltd.-ADR | Add +58.1% | 0.33% | +0.10 |
| BKNG Booking Holdings Inc. | Add +29.0% | 0.62% | +0.10 |
| FTNT Fortinet Inc. | Add +53.8% | 0.31% | +0.09 |
| CRDO Credo Technology Group Holdi | New | 0.09% | +0.09 |
| HON Honeywell International Inc. | Add +47.6% | 0.46% | +0.09 |
| TWLO Twilio Inc. Class A | New | 0.09% | +0.09 |
| WSM Williams-Sonoma Inc. | New | 0.09% | +0.09 |
| USO United States Oil Fund LP | Add +75.1% | 0.27% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +55.4% | 0.26% | +0.08 |
| AXP American Express Co. | Add +140.8% | 0.16% | +0.08 |
| PEGA Pegasystems Inc. | Add +475.6% | 0.10% | +0.08 |
| VSXY Victoria's Secret & Co. | New | 0.08% | +0.08 |
| BNO United States Brent Oil Fund | Add +75.0% | 0.27% | +0.08 |
| BBW Build-A-Bear Workshop Inc. | New | 0.08% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +35.6% | 0.75% | +0.08 |
| EE Excelerate Energy Inc. Class A | New | 0.08% | +0.08 |
| IDCC Interdigital Inc. | New | 0.07% | +0.07 |
| PYPL PayPal Holdings Inc. | Add +46.6% | 0.36% | +0.07 |
| P Everpure Inc. Class A | Add +811.3% | 0.08% | +0.07 |
| DDOG Datadog Inc. Class A | Add +81.2% | 0.17% | +0.07 |
| ADP Automatic Data Processing | Add +47.4% | 0.38% | +0.07 |
Notes & Other Activity Q3 2024 → Q4 2024
| MHO M/I Homes Inc. | COM | Reduce -100.0% | 0 | $0 |
| CCI Crown Castle Inc. | COM | Reduce -100.0% | 0 | $0 |
| FERG Ferguson Jersey Ltd. | SHS | Reduce -100.0% | 0 | $0 |
| BA The Boeing Co. | COM | New | 0 | $0 |
| BCC Boise Cascade Co. | COM | New | 0 | $0 |
| CELH Celsius Holdings Inc. | COM NEW | New | 0 | $0 |
| NUVL Nuvalent Inc. Class A | COM | Sold out | 0 | $0before exit |
| UPST Upstart Holdings Inc. | COM | New | 0 | $0 |
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 |