Guinness Atkinson Asset Management Inc — 13F holdings

Guinness Atkinson Asset Management Inc reported 107 holdings worth $223M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $12.3M (5.5%)
2. AVGO BROADCOM INC — $10.7M (4.8%)
3. AMAT APPLIED MATLS INC — $10.1M (4.6%)
4. KLAC KLA CORP — $9.96M (4.5%)
5. LRCX LAM RESEARCH CORP — $8.89M (4.0%)
6. APH AMPHENOL CORP NEW — $8.81M (4.0%)
7. AMD ADVANCED MICRO DEVICES INC — $8.24M (3.7%)
8. GOOGL ALPHABET INC — $7.18M (3.2%)
9. AMZN AMAZON COM INC — $7.04M (3.2%)
10. NVDA NVIDIA CORPORATION — $6.94M (3.1%)