GF FUND MANAGEMENT CO. LTD.: 13F holdings

CIK 20570602026Q2

Positions587
Reported value$8.3bn
Filed2026-08-07

Top 10 holdings

SecuritySharesValueWeight
SNDK Sandisk Corp325,682$740.5m8.9%
MU Micron Technology Inc448,075$517.2m6.2%
NVDA NVIDIA Corp2,336,742$467.6m5.6%
AAPL Apple Inc1,423,923$412.0m4.9%
AMD Advanced Micro Devices Inc619,172$359.7m4.3%
LRCX Lam Research Corp688,419$298.3m3.6%
AMZN Amazon.com Inc1,241,232$295.8m3.5%
GOOG Alphabet Inc803,600$283.9m3.4%
AMAT Applied Materials Inc374,268$270.6m3.2%
AVGO Broadcom Inc625,760$236.4m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2057060")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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