Fund HoldingsE Fund Management Co., Ltd.

Total Portfolio Value
$1.58B
Total Bought
$323.13M
Total Sold
$1.22B
Net Transaction
-$895.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PDD Holdings Inc(PDD)4,654,4434,581,940-72,503456670,38442.48%+669,927
KE Holdings Inc(BEKE)5,109,9265,043,810-66,1167981,7605.18%+81,681
Microsoft Corp(MSFT)0155,346+155,346058,4163.70%+58,416
Taiwan Semiconductor Manufactu(TSM)0557,291+557,291057,9583.67%+57,958
Advanced Micro Devices Inc(AMD)0309,049+309,049045,5572.89%+45,557
Kanzhun Ltd(BZ)2,367,6412,422,718+55,0773640,2412.55%+40,205
Vipshop Holdings Ltd(VIPS)02,235,386+2,235,386039,7002.52%+39,700
TAL Education Group(TAL)3,039,2483,052,678+13,4302838,5552.44%+38,528
Tencent Music Entertainment Gr(TME)04,276,150+4,276,150038,5282.44%+38,528
Full Truck Alliance Co Ltd(YMM)5,462,5645,448,282-14,2823838,1922.42%+38,154
Apple Inc(AAPL)0179,734+179,734034,6042.19%+34,604
ASML Holding NV
N Y REGISTRY SHS
035,814+35,814027,1081.72%+27,108
Sea Ltd(SE)0660,000+660,000026,7301.69%+26,730
KLA Corp(KLAC)37,53437,310-2241721,6881.37%+21,671
iQIYI Inc(IQ)03,310,305+3,310,305016,1541.02%+16,154
NVIDIA Corp(NVDA)030,652+30,652015,1790.96%+15,179
Qifu Technology Inc(QFIN)0920,787+920,787014,5670.92%+14,567
Autohome Inc(ATHM)437,203435,615-1,5881312,2230.77%+12,210
NIO Inc(NIO)01,279,198+1,279,198011,6020.74%+11,602
Broadcom Inc(AVGO)7,7648,447+68369,4290.60%+9,423
ZTO Express Cayman Inc(ZTO)0373,579+373,57907,9500.50%+7,950
Amazon.com Inc(AMZN)049,290+49,29007,4890.47%+7,489
Tesla Inc(TSLA)028,500+28,50007,0820.45%+7,082
H World Group Ltd(HTHT)183,105181,575-1,53076,0720.38%+6,065
iShares Core S&P 500 ETF8,16212,105+3,94345,7820.37%+5,778
Yum China Holdings Inc(YUMC)430,570130,000-300,570245,5160.35%+5,492
Meta Platforms Inc(META)015,377+15,37705,4430.34%+5,443
JOYY Inc(JOYY)39,686127,843+88,15725,0750.32%+5,074
Adobe Inc(ADBE)8,4398,236-20344,9140.31%+4,909
Alphabet Inc(GOOG)034,620+34,62004,8360.31%+4,836
Lufax Holding Ltd(LU)01,342,661+1,342,66104,1220.26%+4,122
STAAR Surgical Co(STAA)0132,296+132,29604,1290.26%+4,129
SPDR S&P 500 ETF Trust(SPY)5,8328,607+2,77524,0910.26%+4,089
Alphabet Inc(GOOG)028,741+28,74104,0500.26%+4,050
Intel Corp(INTC)77,51177,586+7533,8990.25%+3,896
Legend Biotech Corp(LEGN)063,897+63,89703,8450.24%+3,845
QUALCOMM Inc(QCOM)025,577+25,57703,6990.23%+3,699
iShares MSCI Global Gold Miner
MSCI GBL GOLD MN
148,564148,564033,6520.23%+3,649
Cisco Systems Inc(CSCO)75,43769,671-5,76643,5200.22%+3,516
SPDR Gold MiniShares Trust(GLDM)85,54085,540033,4990.22%+3,496
iShares Gold Trust(IAU)92,63388,558-4,07533,4560.22%+3,453
Weibo Corp(WB)71,683309,136+237,45313,3850.21%+3,384
Marriott International Inc/MD(MAR)12,59614,556+1,96023,2830.21%+3,280
Micron Technology Inc(MU)036,771+36,77103,1380.20%+3,138
Lululemon Athletica Inc(LULU)7,0396,097-94233,1170.20%+3,115
Intuit Inc(INTU)5,1844,820-36433,0130.19%+3,010
Costco Wholesale Corp(COST)4,8764,509-36732,9760.19%+2,974
Texas Instruments Inc(TXN)015,630+15,63002,6640.17%+2,664
PepsiCo Inc(PEP)15,13514,366-76932,4400.15%+2,437
ServiceNow Inc(NOW)03,397+3,39702,4000.15%+2,400
Applied Materials Inc15,51714,207-1,31022,3030.15%+2,300
Amgen Inc(AMGN)7,9857,651-33422,2040.14%+2,201
Salesforce Inc(CRM)08,336+8,33602,1940.14%+2,194
Netflix Inc(NFLX)4,8734,458-41522,1710.14%+2,169
SPDR Gold Shares(GLD)10,10210,113+1121,9330.12%+1,932
Accenture PLC
SHS CLASS A
05,377+5,37701,8870.12%+1,887
VanEck Gold Miners ETF/USA
GOLD MINERS ETF
56,03158,973+2,94221,8290.12%+1,827
Comcast Corp(CCZ)45,24940,914-4,33521,7940.11%+1,792
Vertex Pharmaceuticals Inc(VRTX)4,4294,351-7821,7700.11%+1,769
Lam Research Corp(LRCX)2,4632,238-22521,7530.11%+1,751
Deckers Outdoor Corp(DECK)02,569+2,56901,7170.11%+1,717
T-Mobile US Inc(TMUS)11,90610,641-1,26521,7060.11%+1,704
Analog Devices Inc(ADI)08,446+8,44601,6770.11%+1,677
Gilead Sciences Inc(GILD)20,88420,315-56921,6460.10%+1,644
Regeneron Pharmaceuticals Inc(REGN)1,8331,811-2221,5910.10%+1,589
Palo Alto Networks Inc(PANW)05,318+5,31801,5680.10%+1,568
Invesco QQQ Trust Series 103,781+3,78101,5480.10%+1,548
Vanguard S&P 500 ETF2,2943,501+1,20711,5290.10%+1,528
Hesai Group(HSAI)0170,914+170,91401,5230.10%+1,523
Thermo Fisher Scientific Inc(TMO)02,775+2,77501,4730.09%+1,473
Oracle Corp(ORCL)013,682+13,68201,4420.09%+1,442
Danaher Corp(DHR)06,010+6,01001,3900.09%+1,390
Honeywell International Inc(HON)7,3016,564-73711,3770.09%+1,375
Daqo New Energy Corp(DQ)050,735+50,73501,3500.09%+1,350
Intuitive Surgical Inc03,972+3,97201,3400.08%+1,340
Synopsys Inc(SNPS)2,8162,584-23211,3310.08%+1,329
Cadence Design Systems Inc(CDNS)5,0344,622-41211,2590.08%+1,258
International Business Machine(IBM)07,649+7,64901,2510.08%+1,251
Booking Holdings Inc(BKNG)393348-4511,2340.08%+1,233
Moderna Inc(MRNA)012,298+12,29801,2230.08%+1,223
Cytokinetics Inc(CYTK)014,085+14,08501,1760.07%+1,176
Structure Therapeutics Inc028,589+28,58901,1650.07%+1,165
MongoDB Inc(MDB)02,730+2,73001,1160.07%+1,116
New Oriental Education & Techn(EDU)015,201+15,20101,1140.07%+1,114
NIKE Inc(NKE)010,032+10,03201,0890.07%+1,089
Starbucks Corp(SBUX)12,59811,326-1,27211,0870.07%+1,086
AbbVie Inc(ABBV)06,969+6,96901,0800.07%+1,080
NetEase Inc(NTES)011,365+11,36501,0590.07%+1,059
Biogen Inc(BIIB)3,7024,055+35311,0490.07%+1,048
Futu Holdings Ltd(FUTU)26,25418,944-7,31021,0350.07%+1,033
NXP Semiconductors NV
COM
04,397+4,39701,0100.06%+1,010
Estee Lauder Cos Inc/The(EL)06,822+6,82209980.06%+998
Royal Caribbean Cruises Ltd
COM
07,671+7,67109930.06%+993
Roper Technologies Inc(ROP)01,821+1,82109930.06%+993
Workday Inc(WDAY)1,9533,584+1,63109890.06%+989
Berkshire Hathaway Inc02,754+2,75409820.06%+982
UnitedHealth Group Inc(UNH)01,865+1,86509820.06%+982
Mondelez International Inc(MDLZ)14,96213,550-1,41219810.06%+980
Automatic Data Processing Inc4,5304,096-43419540.06%+953
Autodesk Inc3,9583,644-31418870.06%+886
Page 1 of 1