Funde Sino Life Insurance Co Ltd — 13F holdings

Funde Sino Life Insurance Co Ltd reported 7 holdings worth $307M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $246M (80.1%)
2. AXTI AXT INC — $23.4M (7.6%)
3. AAOI APPLIED OPTOELECTRONICS INC — $17.8M (5.8%)
4. INTC INTEL CORP — $12.5M (4.1%)
5. MRVL MARVELL TECHNOLOGY INC — $4.25M (1.4%)
6. POET POET TECHNOLOGIES INC — $2.06M (0.7%)
7. SNDK SANDISK CORP — $884K (0.3%)