E Fund Management Co., Ltd. — 13F holdings

E Fund Management Co., Ltd. reported 488 holdings worth $4.46B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. PDD PDD HOLDINGS INC — $360M (8.1%)
2. LRCX LAM RESEARCH CORP — $263M (5.9%)
3. AMD ADVANCED MICRO DEVICES INC — $248M (5.6%)
4. NVDA NVIDIA CORPORATION — $235M (5.3%)
5. INTC Intel Corp — $209M (4.7%)
6. AAPL APPLE INC — $200M (4.5%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $196M (4.4%)
8. ASML ASML Holding N V — $172M (3.9%)
9. KLAC KLA CORP — $166M (3.7%)
10. SNDK SANDISK CORP — $155M (3.5%)