account_balance
Investment manager · 13F filer · SEC CIK 2057060
Gf Fund Management Co. Ltd.
Reported value$7.72Bas of Sep 30, 2026
Positions616 53 new, 24 sold out
Top 10 weight44.7%NVDA alone is 7%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
6.9%
AAPLApple Inc
6.1%
AMDAdvanced Micro Devices Inc
5.1%Added +4%
MSFTMicrosoft Corp
5.0%Added +40%
AMZNAmazon.com Inc
4.5%Added +13%
MUMicron Technology Inc
4.5%Trimmed −27%
GOOGAlphabet Inc
3.6%
METAMeta Platforms Inc
3.2%Added +46%
MRVLMarvell Technology Inc
3.1%Added +383%
INTCIntel Corp
2.7%Added +60%
LRCXLam Research Corp
2.7%Trimmed −9%
AMATApplied Materials Inc
2.5%
NVDANvidia Corp
6.9%
AAPLApple Inc
6.1%
AMDAdvanced Micro Devices Inc
5.1%Added +4%
MSFTMicrosoft Corp
5.0%Added +40%
AMZNAmazon.com Inc
4.5%Added +13%
MU4.5%GOOG3.6%META3.2%MRVL3.1%INTC2.7%LRCX2.7%AMAT2.5%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
NVDA Nvidia Corp 6.9% HeldAAPL Apple Inc 6.1% HeldAMD Advanced Micro Devices Inc 5.1% Added +4%MSFT Microsoft Corp 5.0% Added +40%AMZN Amazon.com Inc 4.5% Added +13%MU Micron Technology Inc 4.5% Trimmed −27%GOOG Alphabet Inc 3.6% HeldMETA Meta Platforms Inc 3.2% Added +46%MRVL Marvell Technology Inc 3.1% Added +383%INTC Intel Corp 2.7% Added +60%LRCX Lam Research Corp 2.7% Trimmed −9%AMAT Applied Materials Inc 2.5% Held
What changed