DOSSIER · 13F-HR · Q2 2026

BOCHK Asset Management Ltd

$634M in tracked AUM across 144 positions as of Q2 2026.

BA
CIK 0002010854 · last filed Jun 30, 2026
Total AUM
$634M
as of Q2 2026
Holdings
144
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Executive Summary

The 13F filing for BOCHK Asset Management Ltd (CIK: 0002010854) for the period ending December 31, 2025, reveals a substantial portfolio expansion and a strategic pivot toward core market exposure. The total portfolio value surged by 38.1%, reaching $374.36 million, up from $271.13 million in the previous quarter. This growth was driven not merely by market appreciation but by a significant reallocation strategy characterized by a heavy concentration in broad market ETFs a...

1. Portfolio Overview

BOCHK Asset Management's portfolio demonstrates a "Core and Satellite" investment strategy, heavily weighted toward passive indexing with a satellite of active individual stock picks.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$42M210K6.6%
02
AAPL
APPLE INC
$38M132K6.0%
03
MSFT
MICROSOFT CORP
$37M99K5.8%
04
GOOGL
ALPHABET INC
$32M90K5.0%
05
FLTW
FRANKLIN TEMPLETON ETF TR
$28M267K4.4%
06
AMZN
AMAZON COM INC
$21M89K3.3%
07
MU
MICRON TECHNOLOGY INC
$19M16K2.9%
08
HOOD
ROBINHOOD MKTS INC
$15M154K2.4%
09
AMD
ADVANCED MICRO DEVICES INC
$14M23K2.1%
10
INTC
INTEL CORP
$13M95K2.1%

Filing history

2026Q2Jun 30
$634M 69.4%
144 positionsView →
2025Q4Dec 31
$374M 38.1%
81 positionsView →
2025Q3Sep 30
$271M 21.4%
53 positionsView →
2025Q2Jun 30
$345M 94.3%
54 positionsLocked
2025Q1Mar 31
$178M 45.6%
49 positionsLocked
2024Q4Dec 31
$327M 2.7%
64 positionsLocked
2024Q3Sep 30
$336M 9.8%
53 positionsLocked
2024Q2Jun 30
$306M 6.8%
54 positionsLocked
2024Q1Mar 31
$286M 76.1%
60 positionsLocked
2023Q4Dec 31
$163M
64 positionsLocked