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CIK: 0001777469
Total reported value
$301.5M
$301.5M
75 檔
30.4%
According to the latest 13F quarterly dataset, E Fund Management managed an equity portfolio of $301.5M at the end of Q1 2024, spanning 75 distinct U.S. exchange-listed positions.
During Q1 2024, E Fund Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 35.99% | -7.23% | -13.11% | |
| 2 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 8.34% | -1.32% | -14.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.40% | -1.16% | +53.55% | |
| 4 | BEKE | Ke Holdings Inc-adr | Stock-Other | 4.63% | — | -11.11% | |
| 5 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 4.58% | — | -10.58% | |
| 6 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 4.42% | -0.31% | -22.94% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.20% | -0.49% | +42.47% | |
| 8 | HTHT | H World Group Ltd-adr | Stock-Other | 4.13% | -0.78% | -10.25% | |
| 9 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 3.25% | -0.39% | -1.55% | |
| 10 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 3.13% | — | -16.88% | |
| 11 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 2.58% | -0.42% | -20.11% | |
| 12 | LEGN | Legend Biotech Corp-adr | Stock-Other | 2.10% | +0.02% | -10.71% | |
| 13 | BZ | Kanzhun LTD - Adr | Stock-Other | 2.01% | -0.28% | -9.22% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.44% | +0.22% | +1642.47% | |
| 15 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 1.16% | — | -2.96% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | — | — | |
| 18 | IQ | Iqiyi Inc-adr | Stock-Other | 0.97% | — | -10.17% | |
| 19 | ATHM | Autohome Inc-adr | Stock-Other | 0.91% | +0.04% | -10.17% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.56% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.20% | +276.75% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.14% | +858.33% | |
| 23 | MSCI | Msci Inc | Stock-Financials | 0.40% | +0.13% | +425.96% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | +0.23% | +513.02% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.35% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.22% | +532.15% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.29% | — | |
| 28 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.32% | — | +664.20% | |
| 29 | MCO | Moody's CORP | Stock-Financials | 0.31% | +0.13% | — | |
| 30 | KLAC | Kla CORP | Stock-Tech | 0.30% | +0.90% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.41% | — | |
| 32 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.29% | — | — | |
| 33 | ON | On Semiconductor | Stock-Tech | 0.28% | — | — | |
| 34 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 0.15% | — | -64.99% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.40% | +101.98% | |
| 36 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.11% | — | NEW | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | -0.07% | +3.80% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.11% | -0.01% | +33.93% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.10% | +358.33% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.08% | +2.51% | -10.82% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.08% | +0.48% | +106.90% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.07% | +0.12% | +19.03% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.07% | +0.13% | +18.63% | |
| 44 | IT | Gartner Inc | Stock-Tech | 0.07% | — | -5.26% | |
| 45 | FUTU | Futu Holdings Ltd-adr | Stock-Financials | 0.07% | -0.01% | -90.03% | |
| 46 | GE | General Electric | Stock-Industrials | 0.07% | +0.02% | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | +0.39% | +97.11% | |
| 48 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.06% | +0.01% | +7.14% | |
| 49 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.06% | — | — | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.06% | — | — |
According to official SEC Form 13F filings, E Fund Management reported a total U.S. public equity portfolio value of $301.5M across 75 disclosed positions in Q1 2024.
During Q1 2024, E Fund Management's top holdings by market value included PDD (36.0%)、YUMC (8.3%)、IVV (6.4%). The largest single position, PDD, represented 36.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PDD, YUMC, IVV) accounted for 30.4% of total reported equity market value during Q1 2024.
In Q1 2024, E Fund Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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