Krane Funds Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Krane Funds Advisors LLC reported 185 stock positions worth $2.8 billion. Its top holding was PDD (PDD) at 15.6% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 8.2%) and Tencent Music Entertainm-ADR (TME, 6.7%). Compared with Q1 2026, it opened 28 new positions, sold out of 16, added to 108 and reduced 46. The biggest buy was Nvidia (NVDA, shares +157%) and the biggest sale Tal Education Group- ADR (TAL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001536592
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001536592-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 185 stocks · $2.8B
| PDD PDD Holdings Inc. | 15.63% | 5,780,324 | $440.9M | Add +0.8% |
| YMM Full Truck Alliance -SPN ADR | 8.16% | 28,352,796 | $230.2M | Reduce -0.9% |
| TME Tencent Music Entertainm-ADR | 6.67% | 22,543,908 | $188.2M | Add +26.1% |
| BZ Kanzhun Ltd. - ADR | 6.30% | 13,815,013 | $177.8M | Reduce -2.9% |
| KCSH Kraneshares Sust U S D I ETF | 5.97% | 6,721,400 | $168.4M | Reduce -1.8% |
| TAL Tal Education Group- ADR filed as TAL ED GROUP | 5.88% | 17,323,005 | $165.8M | Reduce -8.7% |
| VIPS Vipshop Holdings Ltd. - ADR | 4.85% | 10,317,325 | $136.8M | Reduce -9.7% |
| KWEB Kranesh Csi China Internet | 3.70% | 4,548,900 | $104.2M | Add +9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.58% | 135,100 | $100.9M | Add +11.7% |
| JOYY Joyy Inc.-ADR | 2.53% | 1,081,062 | $71.3M | Reduce -8.1% |
| QFIN Qfin Holdings Inc.-ADR | 1.92% | 3,427,863 | $54.2M | Reduce -32.4% |
| ATHM Autohome Inc.-ADR | 1.67% | 2,477,283 | $47.1M | Reduce -10.4% |
| NVDA Nvidia Corp. | 1.53% | 215,758 | $43.2M | Add +156.6% |
| TSLA Tesla Inc. | 1.14% | 76,460 | $32.2M | Add +133.0% |
| GOOGL Alphabet Inc. Class A | 0.99% | 78,073 | $27.9M | Add +282.0% |
| AMD Advanced Micro Devices | 0.98% | 47,825 | $27.8M | Add +128.6% |
| MSFT Microsoft Corp. | 0.98% | 74,010 | $27.6M | Add +203.2% |
| ALAB Astera Labs Inc. | 0.91% | 53,168 | $25.7M | Add +187.7% |
| META Meta Platforms Inc. Class A | 0.91% | 45,508 | $25.6M | Add +308.0% |
| WB Weibo Corp.-Spon ADR | 0.91% | 3,522,391 | $25.6M | Reduce -7.8% |
| AMZN Amazon.com Inc. | 0.89% | 105,551 | $25.2M | Add +222.5% |
| AAPL Apple Inc. | 0.86% | 83,806 | $24.3M | Add +251.3% |
| AVGO Broadcom Inc. | 0.78% | 58,002 | $21.9M | Add +175.1% |
| SNOW Snowflake Inc. | 0.70% | 78,007 | $19.9M | Add +383.9% |
| TXN Texas Instruments Inc. | 0.67% | 63,100 | $18.8M | Add +233.7% |
| NBIS Nebius Group NV | 0.64% | 65,175 | $18.0M | Add +104.1% |
| ARM Arm Holdings PLC-ADR | 0.61% | 48,236 | $17.1M | Add +176.4% |
| MU Micron Technology Inc. | 0.59% | 14,468 | $16.7M | Add +151.0% |
| DDOG Datadog Inc. Class A | 0.58% | 62,319 | $16.2M | Add +172.1% |
| PANW Palo Alto Networks Inc. | 0.55% | 45,554 | $15.5M | Add +143.0% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 119,238 | $13.9M | Add +358.1% |
| ANET Arista Networks Inc. | 0.49% | 80,578 | $13.7M | Add +146.7% |
| NOW ServiceNow Inc. | 0.48% | 136,186 | $13.5M | Add +216.3% |
| FLEX Flex Ltd. | 0.46% | 80,555 | $13.1M | Add +75.8% |
| TEL Te Connectivity PLC | 0.45% | 63,377 | $12.8M | Add +192.2% |
| SNDK Sandisk Corp. | 0.44% | 5,518 | $12.5M | Add +1739.3% |
| RIOT Riot Platforms Inc. | 0.43% | 437,926 | $12.0M | Add +169.8% |
| HUT Hut 8 Corp. | 0.42% | 103,489 | $11.9M | Add +145.2% |
| GFS Globalfoundries Inc. | 0.42% | 144,942 | $11.9M | New |
| ORCL Oracle Corp. | 0.41% | 79,506 | $11.7M | Add +225.1% |
| ETN Eaton Corp. PLC | 0.41% | 26,882 | $11.5M | New |
| NET Cloudflare Inc. Class A | 0.40% | 45,814 | $11.2M | Add +181.9% |
| CDNS Cadence Design SYS Inc. | 0.40% | 29,716 | $11.2M | Add +354.7% |
| WULF Terawulf Inc. | 0.38% | 436,619 | $10.8M | Add +159.8% |
| TER Teradyne Inc. | 0.37% | 21,617 | $10.5M | New |
| NEE Nextera Energy Inc. | 0.36% | 115,384 | $10.1M | Add +248.4% |
| APLD Applied Digital Corp. | 0.36% | 270,730 | $10.1M | Add +297.7% |
| NTNX Nutanix Inc. Class A | 0.36% | 198,071 | $10.1M | New |
| SANM Sanmina Corp. | 0.35% | 38,774 | $9.8M | New |
| RBLX Roblox Corp. Class A | 0.34% | 175,950 | $9.6M | Add +386.6% |
| NFLX Netflix Inc. | 0.32% | 127,211 | $9.1M | Add +238.2% |
| CRWV Coreweave Inc. Class A | 0.32% | 91,146 | $9.1M | Add +186.2% |
| MP MP Materials Corp. | 0.32% | 158,999 | $8.9M | Add +70.1% |
| MBLY Mobileye Global Inc. Class A | 0.31% | 908,832 | $8.8M | Add +92.9% |
| TEM Tempus AI Inc. Class A | 0.30% | 143,881 | $8.3M | Add +267.9% |
| APH Amphenol Corp. Class A | 0.29% | 46,067 | $8.1M | Add +59.5% |
| RRX Regal Rexnord Corp. | 0.28% | 33,722 | $8.0M | Add +108.3% |
| VRT Vertiv Holdings Co. Class A | 0.28% | 23,818 | $8.0M | Add +100.8% |
| NOVT Novanta Inc. | 0.28% | 48,585 | $7.9M | Add +91.7% |
| MOG.A Moog Inc. Class A | 0.28% | 18,577 | $7.9M | Add +78.2% |
| TDY Teledyne Technologies Inc. | 0.28% | 11,694 | $7.8M | Add +136.7% |
| CRM Salesforce Inc. | 0.27% | 49,379 | $7.7M | Add +218.9% |
| JBL Jabil Inc. | 0.27% | 19,548 | $7.5M | Add +59.8% |
| CIEN Ciena Corp. | 0.27% | 15,281 | $7.5M | Add +102.0% |
| APTV Aptiv PLC | 0.27% | 122,067 | $7.5M | Add +182.0% |
| RBC RBC Bearings Inc. | 0.26% | 11,544 | $7.4M | Add +109.7% |
| TWLO Twilio Inc. Class A | 0.26% | 35,431 | $7.3M | Add +73.0% |
| ST Sensata Technologies Holdplc | 0.26% | 150,702 | $7.2M | Add +74.4% |
| CRDO Credo Technology Group Holdi | 0.25% | 26,220 | $7.1M | Reduce -15.6% |
| ADI Analog Devices Inc. | 0.25% | 17,911 | $7.1M | Add +87.0% |
| NXPI NXP Semiconductors NV | 0.24% | 24,458 | $6.9M | Add +58.6% |
| IOT Samsara Inc. Class A | 0.24% | 207,328 | $6.7M | Add +173.0% |
| ZS Zscaler Inc. | 0.22% | 44,808 | $6.3M | Add +415.1% |
| CRCL Circle Internet Group Inc. | 0.17% | 78,731 | $4.9M | Add +221.3% |
| FTNT Fortinet Inc. | 0.17% | 30,590 | $4.7M | Add +27.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 5,431 | $4.1M | Add +25.4% |
| ON On Semiconductor | 0.12% | 36,800 | $3.5M | New |
| RIVN Rivian Automotive Inc. Class A | 0.11% | 182,296 | $3.2M | Add +46.8% |
| ORLY O'reilly Automotive Inc. | 0.08% | 24,702 | $2.3M | Add +28.6% |
| AUR Aurora Innovation Inc. | 0.08% | 331,797 | $2.3M | Add +1.7% |
| AZO AutoZone Inc. | 0.08% | 700 | $2.2M | Add +40.0% |
| DASH DoorDash Inc. Class A | 0.07% | 11,451 | $2.1M | Add +47.7% |
| SMCI Super Micro Computer Inc. | 0.07% | 69,000 | $2.0M | Add +81.6% |
| UBER Uber Technologies Inc. | 0.07% | 27,600 | $2.0M | Add +29.0% |
| FSLR First Solar Inc. | 0.07% | 8,400 | $2.0M | Add +2.4% |
| SNPS Synopsys Inc. | 0.07% | 4,424 | $2.0M | Reduce -54.1% |
| ALB Albemarle Corp. | 0.07% | 13,655 | $1.8M | Reduce -26.3% |
| ISRG Intuitive Surgical Inc. | 0.06% | 4,344 | $1.7M | Reduce -8.4% |
| KLIP Kranesh Kweb Cov Cal STR ETF | 0.06% | 75,000 | $1.7M | New |
| ADBE Adobe Inc. | 0.06% | 8,050 | $1.7M | Add +30.9% |
| WDAY Workday Inc. Class A | 0.06% | 13,225 | $1.6M | Add +53.3% |
| FICO Fair Isaac Corp. | 0.06% | 1,300 | $1.6M | No change |
| SE Sea Ltd.-ADR | 0.05% | 15,713 | $1.5M | Reduce -21.4% |
| MELI MercadoLibre Inc. | 0.05% | 819 | $1.4M | Add +11.0% |
| LULU Lululemon Athletica Inc. | 0.04% | 10,300 | $1.2M | Reduce -15.6% |
| BSX Boston Scientific Corp. | 0.04% | 27,000 | $1.2M | Add +35.7% |
| GOOG Alphabet Inc. Class C | 0.04% | 3,196 | $1.1M | Reduce -4.7% |
| CPNG Coupang Inc. | 0.04% | 59,828 | $1.0M | Reduce -9.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.04% | 57,300 | $1.0M | Add +42.9% |
| LEGN Legend Biotech Corp.-ADR | 0.03% | 31,488 | $909K | Reduce -0.2% |
Portfolio Sells Q1 2026 → Q2 2026
| TAL Tal Education Group- ADR | Reduce -8.7% | 5.88% | −2.92 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -9.7% | 4.85% | −2.16 |
| BZ Kanzhun Ltd. - ADR | Reduce -2.9% | 6.30% | −1.61 |
| YMM Full Truck Alliance -SPN ADR | Reduce -0.9% | 8.16% | −1.54 |
| KCSH Kraneshares Sust U S D I ETF | Reduce -1.8% | 5.97% | −1.07 |
| QFIN Qfin Holdings Inc.-ADR | Reduce -32.4% | 1.92% | −0.81 |
| WB Weibo Corp.-Spon ADR | Reduce -7.8% | 0.91% | −0.47 |
| JOYY Joyy Inc.-ADR | Reduce -8.1% | 2.53% | −0.32 |
| ATHM Autohome Inc.-ADR | Reduce -10.4% | 1.67% | −0.30 |
| CEG Constellation Energy | Sold out | 0.00% | −0.11 |
| SNPS Synopsys Inc. | Reduce -54.1% | 0.07% | −0.09 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.08 |
| ALB Albemarle Corp. | Reduce -26.3% | 0.07% | −0.06 |
| DUOL Duolingo | Sold out | 0.00% | −0.06 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.06 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.06 |
| U Unity Software Inc. | Sold out | 0.00% | −0.06 |
| ADSK Autodesk Inc. | Reduce -79.7% | 0.01% | −0.05 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -15.6% | 0.04% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -8.4% | 0.06% | −0.03 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.02 |
| CALM Cal-Maine Foods Inc. | Sold out | 0.00% | −0.02 |
| CPNG Coupang Inc. | Reduce -9.9% | 0.04% | −0.02 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.02 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.02 |
| SE Sea Ltd.-ADR | Reduce -21.4% | 0.05% | −0.02 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| AEP American Electric Power | Sold out | 0.00% | −0.01 |
| UPBD Upbound Group Inc. | Reduce -44.5% | 0.01% | −0.01 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -23.0% | 0.01% | −0.01 |
| HD Home Depot Inc. | Reduce -23.4% | 0.02% | −0.01 |
| SCCO Southern Copper Corp. | Reduce -7.5% | 0.03% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -27.4% | 0.02% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -19.2% | 0.02% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -10.4% | 0.03% | −0.00 |
| VICI Vici Properties Inc. | Reduce -4.0% | 0.02% | −0.00 |
| OKE Oneok Inc. | Reduce -7.2% | 0.01% | −0.00 |
| WPC WP Carey Inc. | Reduce -1.7% | 0.02% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -27.8% | 0.03% | −0.00 |
| MVST Microvast Holdings Inc. | Sold out | 0.00% | −0.00 |
| ABBV Abbvie Inc. | Reduce -13.0% | 0.03% | −0.00 |
| STX Seagate Technology Holdings | Reduce -54.6% | 0.01% | −0.00 |
| MO Altria Group Inc. | Reduce -1.1% | 0.02% | −0.00 |
| VMRK Vivmark Residential | Reduce -5.0% | 0.02% | −0.00 |
| PM Philip Morris International | Reduce -5.7% | 0.02% | −0.00 |
| AMH American Homes 4 Rent- A | Reduce -4.6% | 0.02% | −0.00 |
| TROW T Rowe Price Group Inc. | Reduce -14.1% | 0.02% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +156.6% | 1.53% | +0.92 |
| ALAB Astera Labs Inc. | Add +187.7% | 0.91% | +0.82 |
| AMD Advanced Micro Devices | Add +128.6% | 0.98% | +0.80 |
| GOOGL Alphabet Inc. Class A | Add +282.0% | 0.99% | +0.74 |
| TSLA Tesla Inc. | Add +133.0% | 1.14% | +0.67 |
| META Meta Platforms Inc. Class A | Add +308.0% | 0.91% | +0.64 |
| AMZN Amazon.com Inc. | Add +222.5% | 0.89% | +0.61 |
| AAPL Apple Inc. | Add +251.3% | 0.86% | +0.61 |
| MSFT Microsoft Corp. | Add +203.2% | 0.98% | +0.61 |
| SNOW Snowflake Inc. | Add +383.9% | 0.70% | +0.61 |
| TXN Texas Instruments Inc. | Add +233.7% | 0.67% | +0.51 |
| AVGO Broadcom Inc. | Add +175.1% | 0.78% | +0.51 |
| MU Micron Technology Inc. | Add +151.0% | 0.59% | +0.50 |
| ARM Arm Holdings PLC-ADR | Add +176.4% | 0.61% | +0.50 |
| NBIS Nebius Group NV | Add +104.1% | 0.64% | +0.49 |
| DDOG Datadog Inc. Class A | Add +172.1% | 0.58% | +0.47 |
| SNDK Sandisk Corp. | Add +1739.3% | 0.44% | +0.44 |
| PANW Palo Alto Networks Inc. | Add +143.0% | 0.55% | +0.43 |
| GFS Globalfoundries Inc. | New | 0.42% | +0.42 |
| ETN Eaton Corp. PLC | New | 0.41% | +0.41 |
| TER Teradyne Inc. | New | 0.37% | +0.37 |
| NTNX Nutanix Inc. Class A | New | 0.36% | +0.36 |
| SANM Sanmina Corp. | New | 0.35% | +0.35 |
| HUT Hut 8 Corp. | Add +145.2% | 0.42% | +0.34 |
| FLEX Flex Ltd. | Add +75.8% | 0.46% | +0.34 |
| PLTR Palantir Technologies Inc. Class A | Add +358.1% | 0.49% | +0.34 |
| RIOT Riot Platforms Inc. | Add +169.8% | 0.43% | +0.34 |
| CDNS Cadence Design SYS Inc. | Add +354.7% | 0.40% | +0.32 |
| ANET Arista Networks Inc. | Add +146.7% | 0.49% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.7% | 3.58% | +0.31 |
| NOW ServiceNow Inc. | Add +216.3% | 0.48% | +0.30 |
| APLD Applied Digital Corp. | Add +297.7% | 0.36% | +0.29 |
| WULF Terawulf Inc. | Add +159.8% | 0.38% | +0.28 |
| ORCL Oracle Corp. | Add +225.1% | 0.41% | +0.27 |
| TEL Te Connectivity PLC | Add +192.2% | 0.45% | +0.27 |
| NET Cloudflare Inc. Class A | Add +181.9% | 0.40% | +0.26 |
| RBLX Roblox Corp. Class A | Add +386.6% | 0.34% | +0.25 |
| NEE Nextera Energy Inc. | Add +248.4% | 0.36% | +0.23 |
| TEM Tempus AI Inc. Class A | Add +267.9% | 0.30% | +0.22 |
| CRWV Coreweave Inc. Class A | Add +186.2% | 0.32% | +0.22 |
| ZS Zscaler Inc. | Add +415.1% | 0.22% | +0.17 |
| NFLX Netflix Inc. | Add +238.2% | 0.32% | +0.17 |
| MBLY Mobileye Global Inc. Class A | Add +92.9% | 0.31% | +0.17 |
| RRX Regal Rexnord Corp. | Add +108.3% | 0.28% | +0.16 |
| APTV Aptiv PLC | Add +182.0% | 0.27% | +0.16 |
| NOVT Novanta Inc. | Add +91.7% | 0.28% | +0.16 |
| CRM Salesforce Inc. | Add +218.9% | 0.27% | +0.16 |
| VRT Vertiv Holdings Co. Class A | Add +100.8% | 0.28% | +0.16 |
| MOG.A Moog Inc. Class A | Add +78.2% | 0.28% | +0.15 |
| TDY Teledyne Technologies Inc. | Add +136.7% | 0.28% | +0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 185 | $2.8B | PDD, YMM, TME, BZ, KCSH |
| Q1 2026 | 173 | $2.4B | PDD, YMM, TAL, BZ, KCSH |
| Q4 2025 | 159 | $3.1B | PDD, TME, YMM, BZ, TAL |
| Q3 2025 | 137 | $3.5B | PDD, TME, BZ, YMM, VIPS |
| Q2 2025 | 138 | $2.5B | PDD, TME, BZ, YMM, QFIN |
| Q1 2025 | 119 | $3.5B | PDD, BZ, TME, YMM, QFIN |
| Q4 2024 | 113 | $2.4B | PDD, BEKE, YMM, BZ, TME |
| Q3 2024Amended | 96 | $2.8B | PDD, BEKE, KCSH, VIPS, YMM |
| Q2 2024 | 92 | $2.4B | PDD, TME, BEKE, YMM, BZ |
| Q1 2024 | 90 | $2.4B | PDD, BZ, TME, YMM, VIPS |