GF FUND MANAGEMENT CO. LTD.
CIK 2057060
13F filing for Q2 2026・No. 643
- Holdings
- US$8.34B
- Quarter change
- +US$2.35B
- Entries
- 589
- Net bought (estimate)
- +US$183.35M
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 23
- Sold out 60
- Cut 419
- Added 134
- Corporate actions 4
- Unchanged 11
Largest holdings
587 stocks worth US$8.34B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSandisk CorpCommon Stock | Cut | 325,682 | US$740.51M | 8.88% |
| MUMicronCommon Stock | Cut | 448,075 | US$517.21M | 6.20% |
| NVDANvidiaCommon Stock | Cut | 2,336,742 | US$467.56M | 5.61% |
| AAPLAppleCommon Stock | Cut | 1,423,923 | US$412.03M | 4.94% |
| AMDAMDCommon Stock | Added | 619,172 | US$359.68M | 4.31% |
| LRCXLam Research CorpCommon Stock | Added | 688,419 | US$298.31M | 3.58% |
| AMZNAmazonCommon Stock | Added | 1,241,232 | US$295.84M | 3.55% |
| GOOGAlphabet IncCommon Stock | Cut | 803,600 | US$283.94M | 3.41% |
| AMATApplied Materials IncCommon Stock | Added | 374,268 | US$270.6M | 3.25% |
| AVGOBroadcomCommon Stock | Added | 625,760 | US$236.38M | 2.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.