DOSSIER · 13F-HR · Q1 2026

GF FUND MANAGEMENT CO. LTD.

GF FUND's holding co. based in Greenwich, CT $6.0B in tracked AUM across 624 positions as of Q1 2026.

GF
GF FUND·Greenwich, CT·Holding Co.
CIK 0002057060 · last filed Mar 31, 2026
Total AUM
$6.0B
9.7%
vs prior
Holdings
624
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
Top sector
Tech
48% weight
concentration
AI Analysis · Q1 2026 · 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...

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

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