DOSSIER · 13F-HR · Q1 2026

GF FUND MANAGEMENT CO. LTD.

$6.0B in tracked AUM across 624 positions as of Q1 2026.

GF
CIK 0002057060 · last filed Mar 31, 2026
Total AUM
$6.0B
as of Q1 2026
Holdings
624
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

GF Fund Management Co. Ltd. reported a robust quarter for the period ending September 30, 2025, with total assets under management (AUM) growing by 10.9%, rising from $4.97 billion to $5.51 billion. The portfolio demonstrates a high degree of diversification, comprising 631 individual holdings. Despite the large number of positions, the portfolio exhibits a "core and satellite" structure, where a concentrated list of top-tier holdings drives the bulk of the performance, w...

The portfolio is heavily skewed toward large-cap growth equities, with a distinct emphasis on the technology sector. The top 10 holdings alone account for approximately 44% of the total portfolio value, indicating a strong conviction in a select group of market leaders. The overall asset allocation suggests an aggressive growth strategy, targeting secular winners in the current economic cycle rather than broad-based value or income preservation.

Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corp
$412M2.4M6.9%
02
AAPL
Apple Inc
$370M1.5M6.2%
03
AMZN
Amazon.com Inc
$257M1.2M4.3%
04
MSFT
Microsoft Corp
$240M649K4.0%
05
GOOG
Alphabet Inc
$231M805K3.9%
06
SNDK
Sandisk Corp/DE
$209M329K3.5%
07
M87915274
Tower Semiconductor Ltd
$201M1.1M3.4%
08
LITE
Lumentum Holdings Inc
$199M284K3.3%
09
TSLA
Tesla Inc
$186M501K3.1%
10
AVGO
Broadcom Inc
$179M577K3.0%

Filing history

2026Q1Mar 31
$6.0B 2.3%
624 positionsView →
2025Q4Dec 31
$5.9B 6.1%
643 positionsView →
2025Q3Sep 30
$5.5B 10.9%
631 positionsView →
2025Q2Jun 30
$5.0B 16.7%
660 positionsLocked
2025Q1Mar 31
$4.3B 7.8%
666 positionsLocked
2024Q4Dec 31
$4.6B
637 positionsLocked