Taikang Asset Management (Hong Kong) Co Ltd: 13F holdings
CIK 17559112026Q2
| Positions | 77 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 77 (+2 vs prior quarter) |
|---|
| Reported value | $1.1bn (+9.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 58,606 | $67.6m | 6.2% |
| TSLA TESLA INC | 138,900 | $58.4m | 5.3% |
| VOO VANGUARD INDEX FDS | 83,414 | $57.3m | 5.2% |
| LITE LUMENTUM HLDGS INC | 56,423 | $48.4m | 4.4% |
| AAPL APPLE INC | 156,000 | $45.1m | 4.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 90,932 | $43.4m | 4.0% |
| GOOGL ALPHABET INC | 99,020 | $35.4m | 3.2% |
| GOOG ALPHABET INC | 92,908 | $32.8m | 3.0% |
| NVDA NVIDIA CORPORATION | 152,798 | $30.6m | 2.8% |
| AMZN AMAZON COM INC | 110,564 | $26.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1755911")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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