BOCHK Asset Management Ltd
CIK 2010854
13F filing for Q2 2026・No. 3,386
- Holdings
- US$634.07M
- Quarter change
- +US$150.8M
- Entries
- 144
- Net bought (estimate)
- +US$80.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 66
- Sold out 39
- Cut 33
- Added 35
- Corporate actions 0
- Unchanged 10
Largest holdings
144 stocks worth US$634.07M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 210,169 | US$42.05M | 6.63% |
| AAPLAppleCOM | Added | 131,950 | US$38.18M | 6.02% |
| MSFTMicrosoftCOM | Added | 99,024 | US$36.94M | 5.83% |
| GOOGLAlphabetCAP STK CL A | Added | 89,600 | US$32.02M | 5.05% |
| FRANKLIN TEMPLETON ETF TRFTSE TAIWAN | Cut | 266,710 | US$28.15M | 4.44% |
| AMZNAmazonCOM | Added | 88,990 | US$21.21M | 3.35% |
| MUMicronCOM | Added | 16,143 | US$18.63M | 2.94% |
| HOODROBINHOOD MKTS INCCOM CL A | Added | 153,628 | US$15.41M | 2.43% |
| AMDAMDCOM | Added | 23,410 | US$13.6M | 2.14% |
| INTCINTEL CORPCOM | Added | 95,050 | US$13.27M | 2.09% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.