EdgeMarket › What Gf Fund Management Co. Ltd. reported owning
What Gf Fund Management Co. Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.0BPositions
624Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 411.7M | 6.9% | 2.4M | 214.72 | +22.4% |
| AAPL Apple Inc. | 369.6M | 6.2% | 1.5M | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 256.9M | 4.3% | 1.2M | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 240.3M | 4.0% | 649.1K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 231.0M | 3.9% | 805.3K | 341.75 | +70.7% |
| SNDK Sandisk Corp | 208.9M | 3.5% | 328.9K | 1,596.08 | +3494.8% |
| TSEM TOWER SEMICONDUCTOR LTD | 200.8M | 3.4% | 1.1M | 222.59 | +344.7% |
| LITE Lumentum Holdings Inc. | 199.4M | 3.3% | 283.7K | 866.71 | +647.9% |
| TSLA Tesla, Inc. | 186.2M | 3.1% | 500.9K | 362.86 | +12.0% |
| AVGO Broadcom Inc. | 178.7M | 3.0% | 577.2K | 368.45 | +26.5% |
| MU MICRON TECHNOLOGY INC | 151.8M | 2.5% | 449.3K | 966.78 | +724.8% |
| META Meta Platforms, Inc. | 149.1M | 2.5% | 260.7K | 549.90 | -26.5% |
| WMT Walmart Inc. | 145.3M | 2.4% | 1.2M | 103.70 | +1.1% |
| LRCX LAM RESEARCH CORP | 141.0M | 2.4% | 660.1K | 314.00 | +216.7% |
| ASML ASML HOLDING NV | 137.0M | 2.3% | 103.7K | 1,763.76 | +135.3% |
| GOOGL Alphabet Inc. | 123.4M | 2.1% | 429.1K | 344.82 | +73.0% |
| COST COSTCO WHOLESALE CORP /NEW | 91.0M | 1.5% | 91.4K | 947.74 | -4.7% |
| TER TERADYNE, INC | 89.5M | 1.5% | 301.9K | 375.74 | +243.1% |
| PDD PDD Holdings Inc. | 84.9M | 1.4% | 830.8K | 88.38 | -25.1% |
| NFLX NETFLIX INC | 82.2M | 1.4% | 854.8K | 79.59 | -34.4% |
| AMAT APPLIED MATERIALS INC /DE | 80.9M | 1.4% | 236.6K | 492.32 | +205.9% |
| PLTR Palantir Technologies Inc. | 68.2M | 1.1% | 465.9K | 179.94 | +15.3% |
| AMD ADVANCED MICRO DEVICES INC | 67.2M | 1.1% | 330.1K | 473.25 | +186.5% |
| CSCO CISCO SYSTEMS, INC. | 62.8M | 1.1% | 809.7K | 111.04 | +65.5% |
| INTC INTEL CORP | 53.4M | 0.9% | 1.2M | 90.07 | +282.6% |
| LIN LINDE PLC | 46.9M | 0.8% | 94.6K | 487.57 | +1.1% |
| TMUS T-Mobile US, Inc. | 46.9M | 0.8% | 223.2K | 183.04 | -29.3% |
| AMGN AMGEN INC | 46.5M | 0.8% | 132.1K | 439.33 | +48.2% |
| COP CONOCOPHILLIPS | 44.2M | 0.7% | 335.2K | 134.87 | +42.1% |
| PEP PEPSICO INC | 43.5M | 0.7% | 280.2K | 143.48 | -4.8% |
| GILD GILEAD SCIENCES, INC. | 42.9M | 0.7% | 308.1K | 146.12 | +23.1% |
| CIEN CIENA CORP | 41.9M | 0.7% | 108.0K | 395.79 | +356.8% |
| KLAC KLA CORP | 39.6M | 0.7% | 26.9K | 183.99 | +109.5% |
| ISRG INTUITIVE SURGICAL INC | 38.0M | 0.6% | 82.4K | 378.81 | -21.2% |
| TXN TEXAS INSTRUMENTS INC | 36.2M | 0.6% | 186.6K | 264.36 | +31.7% |
| BKNG Booking Holdings Inc. | 35.9M | 0.6% | 8.5K | 209.62 | -7.1% |
| ROST ROSS STORES, INC. | 35.4M | 0.6% | 163.3K | 239.04 | +63.3% |
| APP AppLovin Corp | 32.5M | 0.5% | 81.6K | 305.77 | -25.9% |
| ADI ANALOG DEVICES INC | 31.9M | 0.5% | 100.3K | 373.09 | +52.4% |
| SHOP SHOPIFY INC. | 29.7M | 0.5% | 250.5K | 149.25 | +8.7% |
| HON HONEYWELL INTERNATIONAL INC | 29.4M | 0.5% | 130.1K | 215.90 | -50.3% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 28.8M | 0.5% | 64.6K | 548.05 | +39.0% |
| QCOM QUALCOMM INC/DE | 28.3M | 0.5% | 219.5K | 160.75 | +3.4% |
| PANW Palo Alto Networks Inc | 25.6M | 0.4% | 159.6K | 357.87 | +94.0% |
| INTU INTUIT INC. | 24.8M | 0.4% | 57.4K | 367.00 | -47.5% |
| COHR COHERENT CORP. | 23.3M | 0.4% | 98.0K | 289.52 | +234.5% |
| PM Philip Morris International Inc. | 23.0M | 0.4% | 138.9K | 188.23 | +8.9% |
| ADBE ADOBE INC. | 22.5M | 0.4% | 92.7K | 275.30 | -22.1% |
| CRWD CrowdStrike Holdings, Inc. | 22.2M | 0.4% | 56.9K | 191.95 | +83.2% |
| CEG Constellation Energy Corp | 22.2M | 0.4% | 79.5K | 272.88 | -13.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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