Guinness Atkinson Asset Management Inc: 13F holdings
CIK 14097652026Q2
| Positions | 107 |
|---|
| Reported value | $223.1m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 107 (-16 vs prior quarter) |
|---|
| Reported value | $223.1m (+11.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 25,719 | $12.3m | 5.5% |
| AVGO BROADCOM INC | 28,243 | $10.7m | 4.8% |
| AMAT APPLIED MATLS INC | 14,038 | $10.1m | 4.6% |
| KLAC KLA CORP | 33,005 | $10.0m | 4.5% |
| LRCX LAM RESEARCH CORP | 20,507 | $8.9m | 4.0% |
| APH AMPHENOL CORP | 49,982 | $8.8m | 4.0% |
| AMD ADVANCED MICRO DEVICES INC | 14,186 | $8.2m | 3.7% |
| GOOGL ALPHABET INC | 20,101 | $7.2m | 3.2% |
| AMZN AMAZON COM INC | 29,534 | $7.0m | 3.2% |
| NVDA NVIDIA CORPORATION | 34,689 | $6.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1409765")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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