GF FUND MANAGEMENT CO. LTD. Q4 2024 Filing

Filed February 19, 2025

Portfolio Value

$4.6T

Holdings

637

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (637 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA Corp
2,904,119$390.0B8.43%
2
AAPLApple Inc
1,495,258$374.4B8.10%
3
MSFTMicrosoft Corp
765,080$322.5B6.97%
4
AMZNAmazon.com Inc
1,064,341$233.5B5.05%
5
METAMeta Platforms Inc
332,185$194.5B4.21%
6
AVGOBroadcom Inc
792,792$183.8B3.97%
7
TSLATesla Inc
422,960$170.8B3.69%
8
GOOGAlphabet Inc
703,666$134.0B2.90%
9
PDDPDD Holdings Inc
1,324,803$128.5B2.78%
10
GOOGLAlphabet Inc
471,042$89.2B1.93%
11
COSTCostco Wholesale Corp
96,361$88.3B1.91%
12
NFLXNetflix Inc
81,013$72.2B1.56%
13
NOWServiceNow Inc
55,527$58.9B1.27%
14
YUMCYum China Holdings Inc
134,650$50.4B1.09%
15
TMUST-Mobile US Inc
220,031$48.6B1.05%
16
TSMTSMC
233,058$46.0B1.00%
17
CSCOCisco Systems Inc
754,822$44.7B0.97%
18
AMDAdvanced Micro Devices Inc
354,889$42.9B0.93%
19
SNPSSynopsys Inc
85,353$41.4B0.90%
20
PEPPepsiCo Inc
260,023$39.5B0.85%
21
ISRGIntuitive Surgical Inc
74,331$38.8B0.84%
22
LINLinde PLC
90,243$37.8B0.82%
23
BEKEKE Holdings Inc
2,034,247$37.5B0.81%
24
ADBEAdobe Inc
83,428$37.1B0.80%
25
COPConocoPhillips
353,680$35.1B0.76%
26
INTUIntuit Inc
53,642$33.7B0.73%
27
QCOMQUALCOMM Inc
213,193$32.8B0.71%
28
TXNTexas Instruments Inc
172,885$32.4B0.70%
29
AMGNAmgen Inc
121,782$31.7B0.69%
30
BKNGBooking Holdings Inc
6,273$31.2B0.67%
31
HONHoneywell International Inc
123,236$27.8B0.60%
32
CMCSAComcast Corp
723,425$27.2B0.59%
33
MRVLMarvell Technology Inc
242,464$26.8B0.58%
34
CLVTrip.com Group Ltd
384,128$26.4B0.57%
35
GILDGilead Sciences Inc
284,356$26.3B0.57%
36
CDNSCadence Design Systems Inc
87,418$26.3B0.57%
37
LLYEli Lilly & Co
33,425$25.8B0.56%
38
AMATApplied Materials Inc
156,395$25.4B0.55%
39
PANWPalo Alto Networks Inc
138,809$25.3B0.55%
40
VRTXVertex Pharmaceuticals Inc
59,178$23.8B0.52%
41
ASMLASML Holding NV
34,291$23.8B0.51%
42
ADPAutomatic Data Processing Inc
77,222$22.6B0.49%
43
REGNRegeneron Pharmaceuticals Inc
31,042$22.1B0.48%
44
PLTRPalantir Technologies Inc
266,800$20.2B0.44%
45
CRWDCrowdstrike Holdings Inc
58,738$20.1B0.43%
46
ADIAnalog Devices Inc
94,059$20.0B0.43%
47
SBUXStarbucks Corp
214,880$19.6B0.42%
48
CEGConstellation Energy Corp
85,454$19.1B0.41%
49
APPAppLovin Corp
58,400$18.9B0.41%
50
EOGEOG Resources Inc
153,823$18.9B0.41%
51
MUMicron Technology Inc
211,136$17.8B0.38%
52
LRCXLam Research Corp
243,856$17.6B0.38%
53
FANGDiamondback Energy Inc
104,693$17.2B0.37%
54
YMMFull Truck Alliance Co Ltd
1,532,146$16.6B0.36%
55
INTCIntel Corp
817,410$16.4B0.35%
56
MLB1MercadoLibre Inc
9,608$16.3B0.35%
57
PYPLPayPal Holdings Inc
190,692$16.3B0.35%
58
AEPAmerican Electric Power Co Inc
173,821$16.0B0.35%
59
KLACKLA Corp
25,350$16.0B0.35%
60
MDLZMondelez International Inc
253,428$15.1B0.33%
61
MARMarriott International Inc/MD
52,667$14.7B0.32%
62
CITCintas Corp
76,434$14.0B0.30%
63
FTNTFortinet Inc
145,260$13.7B0.30%
64
ORLYO'Reilly Automotive Inc
10,941$13.0B0.28%
65
PSXPhillips 66
113,722$13.0B0.28%
66
WMTWalmart Inc
142,656$12.9B0.28%
67
DASHDoorDash Inc
73,721$12.4B0.27%
68
MPCMarathon Petroleum Corp
87,643$12.2B0.26%
69
CRMSalesforce Inc
36,379$12.2B0.26%
70
UNHUnitedHealth Group Inc
23,992$12.1B0.26%
71
ADSKAutodesk Inc
40,747$12.0B0.26%
72
CSXCSX Corp
365,479$11.8B0.26%
73
FUTUFutu Holdings Ltd
143,549$11.5B0.25%
74
TMETencent Music Entertainment Gr
1,005,394$11.4B0.25%
75
RACEFerrari NV
26,676$11.3B0.25%
76
ABNBAirbnb Inc
82,040$10.8B0.23%
77
ROPRoper Technologies Inc
20,322$10.6B0.23%
78
CPRTCopart Inc
182,610$10.5B0.23%
79
WDAYWorkday Inc
40,368$10.4B0.23%
80
PCARPACCAR Inc
99,367$10.3B0.22%
81
BABAAlibaba Group Holding Ltd
121,507$10.3B0.22%
82
TTDTrade Desk Inc/The
85,220$10.0B0.22%
83
NXPINXP Semiconductors NV
48,168$10.0B0.22%
84
MNSTMonster Beverage Corp
184,314$9.7B0.21%
85
PAYXPaychex Inc
68,209$9.6B0.21%
86
ROSTRoss Stores Inc
62,876$9.5B0.21%
87
CHTRCharter Communications Inc
26,950$9.2B0.20%
88
BZKanzhun Ltd
656,936$9.1B0.20%
89
LULULululemon Athletica Inc
22,944$8.8B0.19%
90
KOCoca-Cola Co/The
140,835$8.8B0.19%
91
QFINQifu Technology Inc
227,614$8.7B0.19%
92
JNJJohnson & Johnson
60,348$8.7B0.19%
93
MIGAMicroStrategy Inc
30,033$8.7B0.19%
94
DDOGDatadog Inc
59,361$8.5B0.18%
95
T7DTransDigm Group Inc
6,587$8.3B0.18%
96
EQTEQT Corp
180,385$8.3B0.18%
97
KDPKeurig Dr Pepper Inc
257,078$8.3B0.18%
98
DECKDeckers Outdoor Corp
40,223$8.2B0.18%
99
AZNAstraZeneca PLC
122,586$8.0B0.17%
100
FASTFastenal Co
108,575$7.8B0.17%
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