account_balance
Investment manager · 13F filer · SEC CIK 1755911
Taikang Asset Management (Hong Kong) Co Ltd
Reported value$1.12Bas of Sep 30, 2026
Positions75 14 new, 16 sold out
Top 10 weight38.8%MU alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
5.5%
VOOVanguard Index FDS
5.2%
AAPLApple Inc
4.6%
TSLATesla Inc
4.4%
LITELumentum Hldgs Inc
4.0%Trimmed −18%
TSMTaiwan Semiconductor Manufac
3.7%
MSFTMicrosoft Corp
3.0%
BABAAlibaba Group HLDG Ltd
2.9%Added +23%
AMZNAmazon Com Inc
2.8%Added +16%
GOOGLAlphabet Inc
2.6%Trimmed −14%
GOOGAlphabet Inc
2.5%Trimmed −10%
NVDANvidia Corporation
2.3%Trimmed −25%
MU5.5%
VOO5.2%
AAPL4.6%TSLA4.4%LITE4.0%TSMTaiwan Semiconductor Manufac
3.7%
MSFT3.0%BABA2.9%AMZN2.8%GOOGL2.6%GOOG2.5%NVDA2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 5.5% Held
VOO Vanguard Index FDS 5.2% Held
AAPL Apple Inc 4.6% HeldTSLA Tesla Inc 4.4% HeldLITE Lumentum Hldgs Inc 4.0% Trimmed −18%TSM Taiwan Semiconductor Manufac 3.7% HeldMSFT Microsoft Corp 3.0% HeldBABA Alibaba Group HLDG Ltd 2.9% Added +23%AMZN Amazon Com Inc 2.8% Added +16%GOOGL Alphabet Inc 2.6% Trimmed −14%GOOG Alphabet Inc 2.5% Trimmed −10%NVDA Nvidia Corporation 2.3% Trimmed −25%What changed