FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,153.06-0.16%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,867.620.12%
RUT2,788.180.04%
GSPC7,171.290.09%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001906594

China Universal Asset Management Co., Ltd.

SHANGHAI, F4 · File #028-21774

Latest AUM
$1.30B
Positions
497
Top-10 Concentration
51.8%
Filings
15

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDPROSHARES ULTRA GOLD74347W601+309,000+$17.2M+$735,988
ADDNETFLIX INCNFLX+180,091+$16.9M-$22.0M
REDUCEBROADCOM INCAVGO-32,178-$11.1M+$2.4M
REDUCEISHARES SILVER TRUSTSLV-154,900-$10.0M+$3.9M
ADDALPHABET INC-CL AGOOG+21,904+$6.9M+$10.6M
REDUCEAMAZON.COM INCAMZN-29,646-$6.8M+$2.7M
ADDMICRON TECHNOLOGY INCMU+17,734+$5.1M+$4.7M
ADDMETA PLATFORMS INC-CLASS AMETA+5,905+$3.9M-$3.6M
ADDFERRARI NVRACE+7,448+$2.8M-$120,171
EXITEDROYAL CARIBBEAN CRUISES LTDV7780T103-8,399-$2.7M$0

Sector Allocation

Technology
34.9%$454.4M
Healthcare
20.6%$268.3M
Financials
1.7%$21.9M
Industrials
1.1%$14.8M
Materials
0.5%$6.2M
Energy
0.3%$4.6M
Utilities
0.3%$4.4M
Real Estate
0.1%$819,737

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPNVDA458,438$85.5M9.38%
2MICROSOFT CORPMSFT144,458$69.9M7.66%
3APPLE INCAAPL242,967$66.1M7.24%
4ALPHABET INC-CL AGOOG173,954$54.4M5.97%
5AMAZON.COM INCAMZN214,076$49.4M5.42%
6BROADCOM INCAVGO115,185$39.9M4.37%
7META PLATFORMS INC-CLASS AMETA54,759$36.1M3.96%
8TESLA INCTSLA54,514$24.5M2.69%
9AMGEN INCAMGN71,534$23.4M2.57%
10ALPHABET INC-CL CGOOG73,966$23.2M2.55%
11VERTEX PHARMACEUTICALS INCVRTX48,047$21.8M2.39%
12GILEAD SCIENCES INCGILD175,928$21.6M2.37%
13PROSHARES ULTRA GOLD74347W601386,800$21.5M2.36%
14NETFLIX INCNFLX199,990$18.8M2.06%
15SPDR GOLD MINISHARES TRUSTGLDW206,200$17.6M1.93%
16ISHARES GOLD TRUST MICROIAU389,500$16.7M1.84%
17MICRON TECHNOLOGY INCMU57,278$16.4M1.79%
18PALANTIR TECHNOLOGIES INC-APLTR90,077$16.0M1.76%
19REGENERON PHARMACEUTICALSREGN19,753$15.2M1.67%
20ADVANCED MICRO DEVICESAMD70,402$15.1M1.65%