Taikang Asset Management (Hong Kong) Co Ltd — 13F holdings

Taikang Asset Management (Hong Kong) Co Ltd reported 77 holdings worth $1.10B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $67.6M (6.2%)
2. TSLA TESLA INC — $58.4M (5.3%)
3. VOO VANGUARD INDEX FDS — $57.3M (5.2%)
4. LITE LUMENTUM HLDGS INC — $48.4M (4.4%)
5. AAPL APPLE INC — $45.1M (4.1%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $43.4M (4.0%)
7. GOOGL ALPHABET INC — $35.4M (3.2%)
8. GOOG ALPHABET INC — $32.8M (3.0%)
9. NVDA NVIDIA CORPORATION — $30.6M (2.8%)
10. AMZN AMAZON COM INC — $26.4M (2.4%)