Taikang Asset Management (Hong Kong) Co Ltd
Top Portfolio Positions
71 positions ·
$898,357,514 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
138,900 | $51,636,075 | 5.75% | |
| AAPL |
Apple Inc.
Technology
|
156,000 | $39,591,240 | 4.41% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
55,567 | $39,050,264 | 4.35% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
276,466 | $37,809,490 | 4.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
118,376 | $34,040,202 | 3.79% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
240,000 | $30,110,400 | 3.35% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
84,392 | $28,520,276 | 3.17% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
264,003 | $26,975,826 | 3.00% | |
| MSFT |
Microsoft Corp
Technology
|
70,430 | $26,071,073 | 2.90% | |
| MU |
Micron Technology Inc
Technology
|
70,150 | $23,699,476 | 2.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,555,582 | 903,995 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,395,741 | 590,759 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||