Q Fund Management (Hong Kong) Ltd: 13F holdings
CIK 20788322026Q2
| Positions | 26 |
|---|---|
| Reported value | $109.5m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MRVL MARVELL TECHNOLOGY INC | 65,400 | $19.5m | 17.8% |
| INTC INTEL CORP | 116,840 | $16.3m | 14.9% |
| SNDK SANDISK CORP | 6,600 | $15.0m | 13.7% |
| ALAB ASTERA LABS INC | 28,500 | $13.8m | 12.6% |
| MU MICRON TECHNOLOGY | 10,600 | $12.2m | 11.2% |
| AMD ADVANCED MICRO DEVICES INC | 19,100 | $11.1m | 10.1% |
| BE BLOOM ENERGY CORP | 27,300 | $8.3m | 7.5% |
| AMAT APPLIED MATLS IN | 8,400 | $6.1m | 5.5% |
| IEF ISHARES TR | 25,000 | $2.4m | 2.2% |
| M-TRON INDS INC | 10,000 | $991,500 | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2078832")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.