1y return+10.2%S&P 500 +20.9%
3y return+31.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $79 against $157 in the S&P 500.2
E Fund Management (Hong Kong) Co., Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $36.3M | 12.0% | +9.1% |
| PDDPDD Holdings Inc | $17.4M | 5.8% | −18.5% |
| NVDANVIDIA Corp | $15.3M | 5.1% | +17.9% |
| SPYState Street SPDR S&P 500 ETF | $13.5M | 4.5% | +7.7% |
| AAPLApple Inc | $11.1M | 3.7% | +35.2% |
| MUMicron Technology Inc | $10.9M | 3.6% | +32.2% |
| AMDAdvanced Micro Devices Inc | $7.7M | 2.6% | +55.2% |
| MSFTMicrosoft Corp | $7.7M | 2.5% | +26.2% |
| AMZNAmazon.com Inc | $7.5M | 2.5% | +42.7% |
| AVGOBroadcom Inc | $6.2M | 2.1% | +20.9% |
| GOOGLAlphabet Inc | $5.7M | 1.9% | +39.8% |
| GOOGAlphabet Inc | $5.7M | 1.9% | +31.8% |
| YUMCYum China Holdings Inc | $5.4M | 1.8% | −5.0% |
| AMATApplied Materials Inc | $4.9M | 1.6% | +101.6% |
| LRCXLam Research Corp | $4.9M | 1.6% | +100.1% |
| METAMeta Platforms Inc | $4.8M | 1.6% | +30.8% |
| INTCIntel Corp | $4.6M | 1.5% | +25.4% |
| TSMTsmc | $4.4M | 1.5% | +14.6% |
| TSLATesla Inc | $4.4M | 1.5% | +59.1% |
| SNDKSandisk Corp | $3.7M | 1.2% | +68.8% |
| KLACKLA Corp | $3.7M | 1.2% | +2518.8% |
| NEMNewmont Corp | $3.1M | 1.0% | −18.3% |
| WMTWalmart Inc | $3.1M | 1.0% | +55.4% |
| HTHTH World Group Ltd | $3.0M | 1.0% | −6.7% |
| CSCOCisco Systems Inc | $2.8M | 0.9% | +51.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corp | March 31, 2023 | +620.3% | $15.3M |
| LRCXLam Research Corp | September 30, 2024 | +431.0% | $4.9M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $7.7M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $2.0M |
| Seagate Technology Holdings PCUSIP G7997R103 | December 31, 2025 | +250.4% | $1.8M |
| AMATApplied Materials Inc | June 30, 2024 | +206.4% | $4.9M |
| ASML Holding NVCUSIP N07059210 | March 31, 2025 | +200.2% | $2.7M |
| GOOGLAlphabet Inc | September 30, 2023 | +173.1% | $5.7M |
| CSCOCisco Systems Inc | June 30, 2024 | +147.2% | $2.8M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $6.2M |
Sold off last quarter
- Diana Shipping IncCUSIP Y2066G104 was $1.3M
- Safe Bulkers IncCUSIP Y7388L103 was $510K
- Honeywell International IncCUSIP 438516106 was $504K
- CBOECboe Global Markets Inc was $298K
- Scorpio Tankers IncCUSIP Y7542C130 was $261K
- AAAlcoa Corp was $160K
- MOSMosaic Co/The was $154K
- Thomson Reuters CorpCUSIP 884903808 was $139K
- AXTIAXT Inc was $83K
- ZSZscaler Inc was $78K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.3% | +14.8% |
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | −3.4% | +2.4% |
| September 30, 2025 | +14.1% | +7.8% |
| June 30, 2025 | −0.4% | +10.5% |
| March 31, 2025 | +10.6% | −4.6% |
| December 31, 2024 | −13.9% | +2.1% |
| September 30, 2024 | +9.9% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | −12.0% | +10.0% |
| December 31, 2023 | +14.5% | +11.2% |
| September 30, 2023 | +9.5% | −3.6% |
| June 30, 2023 | −9.9% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
| December 31, 2022 | +9.7% | +7.1% |
| September 30, 2022 | −20.2% | −5.3% |
| June 30, 2022 | +13.5% | −16.5% |
| March 31, 2022 | −36.3% | −4.9% |
| September 30, 2021 | −26.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: E Fund Management (Hong Kong) Co., Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1777469&type=13F-HR&dateb=&owner=include&count=40CIK 1777469
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1777469/000177746926000004/Filed July 22, 2026 · accession 0001777469-26-000004