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China Universal Asset Management Co., Ltd.

Location
SHANGHAI, F4
Portfolio Value
Mid $1,628,112,261
Diversification
Diversified
Filing Date
Global Rank
#226 / 2,719 ▲ 1318
Top Industry
Semiconductors 25.6%
3Y Alpha vs SPY
-0.3%
Period ended 29 days ago
Filed Jul 24, 2026 · 5d
19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+73.6%
SPY
+67.9%
Annualised alpha
+1.3%
Max drawdown
−21.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

507 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
6.2%
−0.1 pts
Top 5
22.7%
+0.6 pts
Top 10
35.7%
+1.2 pts
HHI
188
Sep 2023 → Jun 2026 · range 150 – 225
Diversified+11

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 48.7% $792,431,102
Healthcare 19.7% $320,336,337
Communication Services 8.4% $136,575,971
Consumer Cyclical 7.9% $128,294,509
Unclassified 6.9% $112,386,110
Consumer Defensive 3.8% $62,514,971
Industrials 1.8% $29,844,272
Financial Services 1.4% $22,834,927
Basic Materials 0.5% $8,163,964
Utilities 0.5% $7,888,344
Energy 0.4% $6,841,754

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
507 positions · $1,628,112,261 total · as of Jun 30, 2026
Showing 1–50 of 507 positions by value · page 1 of 11
Ticker Company Shares Value (USD) % of Portfolio History