Fund HoldingsBOCHK Asset Management Ltd

Total Portfolio Value
$374.36M
Total Bought
$51.38M
Total Sold
$57.84M
Net Transaction
-$6.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
INVESCO QQQ TR012,320+12,32007,5682.02%+7,568
ALPHABET INC(GOOG)15,20025,200+10,0003,6957,8882.11%+4,192
BERKSHIRE HATHAWAY INC DEL06,400+6,40003,2170.86%+3,217
NVIDIA CORPORATION(NVDA)8,60021,200+12,6001,6053,9541.06%+2,349
APPLE INC(AAPL)13,40021,050+7,6503,4125,7231.53%+2,311
EXPEDIA GROUP INC(EXPE)07,666+7,66602,1720.58%+2,172
INTERNATIONAL BUSINESS MACHS(IBM)06,600+6,60001,9550.52%+1,955
INTUITIVE SURGICAL INC03,400+3,40001,9260.51%+1,926
MERCK & CO INC(MRK)018,000+18,00001,8950.51%+1,895
VANGUARD INDEX FDS119,000119,000072,87374,62519.93%+1,752
AMAZON COM INC(AMZN)10,12017,120+7,0002,2223,9521.06%+1,730
MARRIOTT INTL INC NEW(MAR)05,200+5,20001,6130.43%+1,613
ADOBE INC(ADBE)04,500+4,50001,5750.42%+1,575
GOLDMAN SACHS GROUP INC(GS)01,785+1,78501,5690.42%+1,569
UNITEDHEALTH GROUP INC(UNH)1,1405,890+4,7503941,9440.52%+1,551
MICROSOFT CORP(MSFT)10,98014,780+3,8005,6877,1481.91%+1,461
SALESFORCE INC(CRM)05,480+5,48001,4520.39%+1,452
PEPSICO INC(PEP)010,000+10,00001,4350.38%+1,435
BANK AMERICA CORP026,000+26,00001,4300.38%+1,430
MORGAN STANLEY(MS)07,100+7,10001,2600.34%+1,260
AIRBNB INC07,600+7,60001,0310.28%+1,031
PFIZER INC(PFE)1,30039,200+37,900339760.26%+943
ELI LILLY & CO(LLY)3161,000+6842411,0750.29%+834
TRIP COM GROUP LTD(TCOM)2,36313,563+11,2001789750.26%+798
META PLATFORMS INC(META)2,4743,904+1,4301,8172,5770.69%+760
CIRCLE INTERNET GROUP INC(CRCL)11,05026,800+15,7501,4652,1250.57%+660
H WORLD GROUP LTD(HTHT)014,000+14,00006590.18%+659
JPMORGAN CHASE & CO.(JPM)5,5007,400+1,9001,7352,3840.64%+650
NETFLIX INC(NFLX)05,700+5,70005340.14%+534
ALPHABET INC(GOOG)2,8223,562+7406871,1180.30%+430
BANK NEW YORK MELLON CORP13,90015,000+1,1001,5151,7410.47%+227
INTEL CORP(INTC)05,600+5,60002070.06%+207
NEBIUS GROUP N.V.(NBIS)02,000+2,00001670.04%+167
MICRON TECHNOLOGY INC(MU)0500+50001430.04%+143
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
01,410+1,4100860.02%+86
ISHARES INC
MSCI MLY ETF NEW
8002,800+2,00021770.02%+56
BARRICK MNG CORP(B)01,200+1,2000520.01%+52
APPLIED MATLS INC0177+1770450.01%+45
HILTON WORLDWIDE HLDGS INC(HLT)0150+1500430.01%+43
IREN LIMITED
ORDINARY SHARES
7002,000+1,30033760.02%+43
LAUDER ESTEE COS INC(EL)0400+4000420.01%+42
HDFC BANK LTD(HDB)8001,800+1,00027660.02%+38
LUMENTUM HLDGS INC(LITE)0100+1000370.01%+37
UNITED AIRLS HLDGS INC(UAL)0300+3000340.01%+34
GILEAD SCIENCES INC(GILD)0250+2500310.01%+31
COHERENT CORP(COHR)0150+1500280.01%+28
VERIZON COMMUNICATIONS INC(VZ)4,3665,366+1,0001922190.06%+27
CARNIVAL CORP0820+8200250.01%+25
QUALCOMM INC(QCOM)0140+1400240.01%+24
SPDR SERIES TRUST
ST STR SP METAL
0200+2000210.01%+21
MINISO GROUP HLDG LTD(MNSO)01,000+1,0000190.01%+19
ISHARES TR
MSCI INDONIA ETF
4,0004,500+50070840.02%+14
DISNEY WALT CO(DIS)0117+1170130.00%+13
SPDR INDEX SHS FDS
ST STR EU 50 ETF
2,0002,00001241290.03%+5
ISHARES TR
MSCI PHILIPS ETF
1,2001,200030300.01%0
ADVANCED MICRO DEVICES INC(AMD)1,000700-3001621500.04%-12
QUANTA SVCS INC500-50210-21
NEWMONT CORP(NEM)2500-250210-21
BLOOM ENERGY CORP2500-250210-21
EATON CORP PLC(ETN)40040001501270.03%-22
REDDIT INC(RDDT)800700-1001841610.04%-23
APPLOVIN CORP(APP)60060004314040.11%-27
ROBLOX CORP(RBLX)2000-200280-28
ISHARES INC3,5002,500-1,00095650.02%-29
HOWMET AEROSPACE INC(HWM)1500-150290-29
SANDISK CORP(SNDK)3000-300340-34
TTM TECHNOLOGIES INC(TTMI)6000-600350-35
SPDR SERIES TRUST
ST STR SP METAL
6000-600560-56
FUTU HLDGS LTD(FUTU)6,2506,240-101,0871,0250.27%-62
ISHARES INC
MSCI SINGPOR ETF
8,5006,000-2,5002411650.04%-76
ISHARES TR
MSCI INDIA ETF
1,5000-1,500780-78
YUM CHINA HLDGS INC(YUMC)2,5000-2,5001070-107
ISHARES INC2,200700-1,500176680.02%-108
BLOCK INC(XYZ)2,0000-2,0001450-145
SPROTT FDS TR
URANI MINER ETF
2,5000-2,5001510-151
BILIBILI INC36,10035,000-1,1001,0148610.23%-153
COREWEAVE INC(CRWV)2,6002,60003561860.05%-170
CONSTELLATION ENERGY CORP(CEG)4,3453,345-1,0001,4301,1820.32%-248
COCA COLA CO(KO)4,0000-4,0002650-265
ISHARES INC
MSCI TAIWAN ETF
6,5002,300-4,2004141460.04%-267
PROCTER AND GAMBLE CO(PG)2,4470-2,4473760-376
ROBINHOOD MKTS INC(HOOD)7,7006,380-1,3201,1027220.19%-381
ABBVIE INC(ABBV)5,4003,300-2,1001,2507540.20%-496
SONY GROUP CORP(SONY)21,0000-21,0006050-605
GDS HLDGS LTD(GDS)16,8000-16,8006500-650
BROADCOM INC(AVGO)10,2007,812-2,3883,3652,7040.72%-661
TERADYNE INC(TER)6,3450-6,3458730-873
UBER TECHNOLOGIES INC(UBER)9,300265-9,035911220.01%-889
CROWDSTRIKE HLDGS INC(CRWD)1,9000-1,9009320-932
PDD HOLDINGS INC(PDD)7,500200-7,300991230.01%-969
OKLO INC(OKLO)9,0000-9,0001,0050-1,005
GE VERNOVA INC(GEV)1,850200-1,6501,1381310.03%-1,007
TALEN ENERGY CORP(TLN)2,4000-2,4001,0210-1,021
SOFI TECHNOLOGIES INC(SOFI)40,0000-40,0001,0570-1,057
ASTERA LABS INC(ALAB)5,4000-5,4001,0570-1,057
UNITY SOFTWARE INC(U)27,5000-27,5001,1010-1,101
INTERACTIVE BROKERS GROUP IN(IBKR)16,2500-16,2501,1180-1,118
GRAB HOLDINGS LIMITED
CLASS A ORD
187,4000-187,4001,1280-1,128
FIRST SOLAR INC(FSLR)5,4000-5,4001,1910-1,191
VNET GROUP INC(VNET)116,0000-116,0001,1980-1,198
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