Caitong International Asset Management Co., Ltd — 13F holdings

Caitong International Asset Management Co., Ltd reported 2,999 holdings worth $729M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $45.1M (6.2%)
2. INTC INTEL CORP — $34.8M (4.8%)
3. GLW CORNING INC — $30.6M (4.2%)
4. MSTR STRATEGY INC — $29.1M (4.0%)
5. AAPL APPLE INC — $25.8M (3.5%)
6. ASML ASML HOLDING N V — $21.0M (2.9%)
7. BE BLOOM ENERGY CORP — $19.7M (2.7%)
8. ORCL ORACLE CORP — $14.0M (1.9%)
9. STX SEAGATE TECHNOLOGY HLDNGS PL — $13.1M (1.8%)
10. GOOGL ALPHABET INC — $12.1M (1.7%)