E Fund Management Co., Ltd.
Top Portfolio Positions
484 positions ·
$3,270,331,800 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
4,593,053 | $469,318,155 | 14.35% | |
| NVDA |
Nvidia Corp
Technology
|
1,345,774 | $234,702,985 | 7.18% | |
| AAPL |
Apple Inc.
Technology
|
716,058 | $181,728,359 | 5.56% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
521,073 | $176,096,620 | 5.38% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
209,446 | $147,190,270 | 4.50% | |
| MSFT |
Microsoft Corp
Technology
|
342,436 | $126,759,534 | 3.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
438,615 | $126,128,129 | 3.86% | |
| GLW |
Corning Inc /Ny
Technology
|
691,273 | $93,992,389 | 2.87% | |
| AXTI |
Axt Inc
Technology
|
1,262,719 | $71,949,728 | 2.20% | |
| AVGO |
Broadcom Inc.
Technology
|
229,709 | $71,097,232 | 2.17% |
Portfolio Trend
19 quarters · across all stocks
Holdings in SMMT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,912,202 | 311,825 | Shares | Defined | 2026-04-13 | |
| 2025-06-30 | $472,330 | 22,196 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,702,451 | 295,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,287,455 | 296,299 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,156,199 | 281,105 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $78,592 | 10,076 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $127,218 | 30,729 | Shares | Sole | 2024-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||