GF FUND MANAGEMENT CO. LTD. — 13F holdings

GF FUND MANAGEMENT CO. LTD. reported 589 holdings worth $8.34B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. SNDK SANDISK CORP — $741M (8.9%)
2. MU MICRON TECHNOLOGY INC — $517M (6.2%)
3. NVDA NVIDIA CORPORATION — $468M (5.6%)
4. AAPL APPLE INC — $412M (4.9%)
5. AMD ADVANCED MICRO DEVICES INC — $360M (4.3%)
6. LRCX LAM RESEARCH CORP — $298M (3.6%)
7. AMZN AMAZON COM INC — $296M (3.5%)
8. GOOG ALPHABET INC — $284M (3.4%)
9. AMAT APPLIED MATLS INC — $271M (3.2%)
10. AVGO BROADCOM INC — $236M (2.8%)