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Harvest Fund Management Co., Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001694126

$3.02B

disclosed book value

455

positions

0%

largest position share

Positions, as of 2026-06-30

top 100 of 455 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA Corp969,036$193,5750%
2AAPLApple Inc612,571$177,0880%
3MUMicron Technology Inc127,914$147,1980%
4AMDAdvanced Micro Devices Inc217,921$126,4290%
5AVGOBroadcom Inc299,387$112,8810%
6MSFTMicrosoft Corp295,250$110,0600%
7GOOGLAlphabet Inc291,502$104,0840%
8AMZNAmazon.com Inc430,580$102,5560%
9TSLATesla Inc185,093$77,7950%
10INTCIntel Corp541,588$75,5460%
11KLACKLA Corp244,082$73,5150%
12GOOGAlphabet Inc206,734$73,0210%
13AMATApplied Materials Inc98,626$71,3070%
14LRCXEURLam Research Corp139,588$60,4780%
15METAMeta Platforms Inc107,431$60,4710%
16TSMTSMC108,476$51,7310%
17MRVLMarvell Technology Inc158,266$47,0460%
18QCOMQUALCOMM Inc252,087$46,5780%
19WMTWalmart Inc372,406$42,1560%
20WDCWESTERN DIGITAL CORP.65,829$42,0360%
21COSTCostco Wholesale Corp43,755$40,9170%
22MPWRMonolithic Power Systems Inc28,056$38,7370%
23PDDPinduoduo Inc496,105$37,8330%
24ASML Holding NV18,068$35,9160%
25CSCOCisco Systems Inc/Delaware297,098$34,8670%
26USOUnited States Oil Fund LP311,082$33,0990%
27OILKPROSHARES TR688,240$32,6640%
28BNOUnited States Brent Oil Fund L796,130$32,3790%
29Seagate Technology Holdings PL32,070$30,9200%
30PLTRPalantir Technologies Inc244,224$28,4740%
31NFLXNetflix Inc388,034$27,6940%
32LITELUMENTUM HLDGS INC30,265$25,9530%
33SNDKSANDISK CORP11,348$25,7640%
34TXNTexas Instruments Inc79,306$23,6280%
35PANWPalo Alto Networks Inc60,679$20,6670%
36LLYEli Lilly & Co16,480$19,7640%
37AMGNAmgen Inc50,516$18,2860%
38ARMARM Holdings PLC51,512$18,2580%
39Linde PLC34,390$17,8420%
40CRWDCrowdstrike Holdings Inc21,530$16,4120%
41TERTeradyne Inc33,211$16,0490%
42ADIAnalog Devices Inc39,515$15,6820%
43PEPPepsiCo Inc106,781$14,4570%
44APPAppLovin Corp27,876$14,3530%
45GEVGE VERNOVA LLC11,762$13,8100%
46TMUST-Mobile US Inc80,429$13,4830%
47GILDGilead Sciences Inc105,327$13,3000%
48ISRGIntuitive Surgical Inc29,791$11,8430%
49COHRCoherent Corp27,681$10,9150%
50BKNGBooking Holdings Inc60,878$10,8500%
51SHOPShopify Inc90,639$10,3510%
52GLDSPDR Gold Shares26,941$9,9250%
53VRTXVertex Pharmaceuticals Inc19,560$9,7100%
54TALTAL Education Group974,529$9,3260%
55SGOLAberdeen Standard Physical Gol237,105$9,0620%
56IAUISHARES GOLD TR118,298$8,9270%
57SBUXStarbucks Corp85,580$8,7420%
58APHAmphenol Corp49,463$8,7220%
59FTNTFortinet Inc55,335$8,4980%
60CDNSCadence Design Systems Inc22,101$8,2910%
61MNSTMonster Beverage Corp84,147$8,0870%
62BABAAlibaba Group Holding Ltd82,200$7,8900%
63GEGeneral Electric Co20,700$7,7250%
64ABBVAbbVie Inc29,691$7,4580%
65MARMarriott International Inc/MD19,597$7,2600%
66CEGConstellation Energy Corp26,985$6,6990%
67ADPAutomatic Data Processing Inc29,708$6,6500%
68CSXCSX Corp138,096$6,5610%
69CMCSAComcast Corp267,127$6,5530%
70YUMCYum China Holdings Inc159,108$6,4800%
71SNPSSynopsys Inc14,413$6,4250%
72MELIMercadoLibre Inc3,768$6,3960%
73DDOGDatadog Inc24,587$6,3950%
74ADBEAdobe Inc30,871$6,3250%
75CATCaterpillar Inc5,911$6,2920%
76FIXComfort Systems USA Inc3,149$6,2370%
77ALABASTERA LABS INC12,796$6,1540%
78EDUNew Oriental Education & Techn125,405$5,7590%
79DASHDoorDash Inc31,122$5,7420%
80ORLYO'Reilly Automotive Inc61,590$5,6700%
81CTASCintas Corp32,869$5,5890%
82AEPAmerican Electric Power Co Inc40,438$5,5300%
83MDLZMondelez International Inc95,400$5,5150%
84HONGBPHoneywell International Inc24,231$5,4240%
85VRTVertiv Holdings Co16,003$5,3540%
86INTUIntuit Inc20,484$5,3450%
87NXP Semiconductors NV18,814$5,2790%
88ROSTRoss Stores Inc24,588$5,2310%
89NTESNetEase Inc39,000$4,9970%
90WBDWarner Bros Discovery Inc186,330$4,9580%
91REGNRegeneron Pharmaceuticals Inc7,900$4,9260%
92FLEX LTD29,703$4,8140%
93PCARPACCAR Inc39,113$4,6960%
94ROCKET LAB USA INC45,062$4,5770%
95ABNBAirbnb Inc31,839$4,5550%
96NEBIUS GROUP N.V.16,381$4,5210%
97FASTFastenal Co85,322$4,0970%
98BKRBaker Hughes Co73,902$4,0960%
99EA*Electronic Arts Inc18,699$3,8330%
100TOWER SEMICONDUCTOR LTD14,329$3,7310%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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