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Harvest Fund Management Co., Ltd

hedge fundUpdated 21 days ago

Managed by Harvest Fund Management Co., Ltd • Latest filing Q2 2026

Portfolio value
$3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
90.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$454.6M
Q2 2023$497M
Q3 2023$572.5M
Q4 2023$642.2M
Q1 2024$1.1B
Q2 2024$1.4B
Q3 2024$1.7B
Q4 2024$2.2B
Q1 2025$2B
Q2 2025$2.1B
Q3 2025$2.4B
Q4 2025$2.7B
Q1 2026$2.4B
Q2 2026$3B

Top holdings

456 positions as of Q2 2026

View filing
N

NVIDIA Corp

Value
$193.6M
Shares
969.0K
% Port
6.41%
A

Apple Inc

Value
$177.1M
Shares
612.6K
% Port
5.86%
M
3.MU

Micron Technology Inc

Value
$147.2M
Shares
127.9K
% Port
4.87%
A
4.AMD

Advanced Micro Devices Inc

Value
$126.4M
Shares
217.9K
% Port
4.19%
A

Broadcom Inc

Value
$112.9M
Shares
299.4K
% Port
3.74%
M

Microsoft Corp

Value
$110.1M
Shares
295.3K
% Port
3.64%
G

Alphabet Inc

Value
$104.1M
Shares
291.5K
% Port
3.45%
A

Amazon.com Inc

Value
$102.6M
Shares
430.6K
% Port
3.40%
T

Tesla Inc

Value
$77.8M
Shares
185.1K
% Port
2.58%
I
10.INTC

Intel Corp

Value
$75.5M
Shares
541.6K
% Port
2.50%
K
11.KLAC

KLA Corp

Value
$73.5M
Shares
244.1K
% Port
2.43%
G

Alphabet Inc

Value
$73M
Shares
206.7K
% Port
2.42%
A
13.AMAT

Applied Materials Inc

Value
$71.3M
Shares
98.6K
% Port
2.36%
L
14.LRCX

Lam Research Corp

Value
$60.5M
Shares
139.6K
% Port
2.00%
M
15.META

Meta Platforms Inc

Value
$60.5M
Shares
107.4K
% Port
2.00%
T

TSMC

Value
$51.7M
Shares
108.5K
% Port
1.71%
M
17.MRVL

Marvell Technology Inc

Value
$47M
Shares
158.3K
% Port
1.56%
Q
18.QCOM

QUALCOMM Inc

Value
$46.6M
Shares
252.1K
% Port
1.54%
W
19.WMT

Walmart Inc

Value
$42.2M
Shares
372.4K
% Port
1.40%
W
20.WDC

WESTERN DIGITAL CORP.

Value
$42M
Shares
65.8K
% Port
1.39%

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