GF FUND MANAGEMENT CO. LTD. Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$5.0B
Holdings
660
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (660 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corp | $384.8M |
MSFTMicrosoft Corp | $372.7M |
AAPLApple Inc | $308.2M |
AMZNAmazon.com Inc | $252.4M |
AVGOBroadcom Inc | $209.7M |
METAMeta Platforms Inc | $200.1M |
TSLATesla Inc | $128.9M |
NFLXNetflix Inc | $113.2M |
GOOGAlphabet Inc | $112.4M |
COSTCostco Wholesale Corp | $98.4M |
PDDPDD Holdings Inc | $95.4M |
GOOGLAlphabet Inc | $85.8M |
AMDAdvanced Micro Devices Inc | $62.4M |
PLTRPalantir Technologies Inc | $61.7M |
4I1Philip Morris International In | $61.6M |
TMUST-Mobile US Inc | $56.9M |
CSCOCisco Systems Inc | $54.1M |
LINLinde PLC | $44.3M |
INTUIntuit Inc | $44.1M |
SNPSSynopsys Inc | $43.2M |
ISRGIntuitive Surgical Inc | $41.6M |
NOWServiceNow Inc | $39.0M |
BKNGBooking Holdings Inc | $38.0M |
TXNTexas Instruments Inc | $37.6M |
AMGNAmgen Inc | $35.8M |
PEPPepsiCo Inc | $35.5M |
QCOMQUALCOMM Inc | $34.8M |
MLB1MercadoLibre Inc | $34.3M |
SAPSAP SE | $33.9M |
ADBEAdobe Inc | $33.6M |
GILDGilead Sciences Inc | $33.3M |
UNHUnitedHealth Group Inc | $32.9M |
BMTABritish American Tobacco PLC | $31.8M |
CRWDCrowdstrike Holdings Inc | $31.0M |
LLYEli Lilly & Co | $30.6M |
CEGConstellation Energy Corp | $30.2M |
HONHoneywell International Inc | $29.8M |
HOODRobinhood Markets Inc | $29.5M |
COPConocoPhillips | $29.4M |
AMATApplied Materials Inc | $29.3M |
PANWPalo Alto Networks Inc | $29.1M |
VRTXVertex Pharmaceuticals Inc | $27.7M |
CDNSCadence Design Systems Inc | $27.1M |
MUMicron Technology Inc | $26.9M |
CMCSAComcast Corp | $26.5M |
FTNTFortinet Inc | $25.8M |
ADPAutomatic Data Processing Inc | $24.9M |
LRCXLam Research Corp | $24.8M |
KLACKLA Corp | $23.6M |
ADIAnalog Devices Inc | $23.5M |
WMTWalmart Inc | $22.5M |
CELHCelsius Holdings Inc | $21.4M |
SBUXStarbucks Corp | $20.7M |
CLSCelestica Inc | $20.5M |
MIGAMicroStrategy Inc | $20.4M |
APPAppLovin Corp | $20.4M |
INTCIntel Corp | $18.9M |
DASHDoorDash Inc | $18.8M |
CITCintas Corp | $17.9M |
ASMLASML Holding NV | $17.4M |
MDLZMondelez International Inc | $17.4M |
MRVLMarvell Technology Inc | $17.4M |
EOGEOG Resources Inc | $17.2M |
TSMTSMC | $17.1M |
AEPAmerican Electric Power Co Inc | $15.5M |
REGNRegeneron Pharmaceuticals Inc | $15.4M |
ORLYO'Reilly Automotive Inc | $15.3M |
FANGDiamondback Energy Inc | $14.9M |
MARMarriott International Inc/MD | $14.9M |
YUMCYum China Holdings Inc | $14.8M |
PYPLPayPal Holdings Inc | $14.4M |
SHOPShopify Inc | $13.8M |
ADSKAutodesk Inc | $13.2M |
LITELumentum Holdings Inc | $13.1M |
PSXPhillips 66 | $12.6M |
6RJ0Rocket Lab Corp | $12.6M |
CSXCSX Corp | $12.2M |
MNSTMonster Beverage Corp | $12.2M |
ROPRoper Technologies Inc | $12.1M |
DGDollar General Corp | $12.1M |
HWMHowmet Aerospace Inc | $11.6M |
CHTRCharter Communications Inc | $11.4M |
ABNBAirbnb Inc | $11.4M |
MPCMarathon Petroleum Corp | $11.2M |
ZSZscaler Inc | $11.2M |
AXONAxon Enterprise Inc | $11.0M |
NXPINXP Semiconductors NV | $11.0M |
CRDOCredo Technology Group Holding | $10.6M |
TLNTalen Energy Corp | $10.6M |
PAYXPaychex Inc | $10.4M |
WDAYWorkday Inc | $10.3M |
HSAIHesai Group | $10.3M |
YMMFull Truck Alliance Co Ltd | $10.2M |
TMETencent Music Entertainment Gr | $10.1M |
PCARPACCAR Inc | $9.9M |
IDXXIDEXX Laboratories Inc | $9.7M |
JNJJohnson & Johnson | $9.6M |
FASTFastenal Co | $9.6M |
T7DTransDigm Group Inc | $9.5M |
CPRTCopart Inc | $9.4M |
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