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CIK: 0001777469
Total reported value
$301.5M
$301.5M
163 檔
27.8%
According to the latest 13F quarterly dataset, E Fund Management managed an equity portfolio of $301.5M at the end of Q4 2024, spanning 163 distinct U.S. exchange-listed positions.
E Fund Management executed strategic sector rebalancing during Q4 2024, establishing 11 new positions while fully exiting 6 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 31.34% | -7.23% | -20.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.05% | -1.16% | +15.29% | |
| 3 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 8.56% | -1.32% | -22.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.40% | -0.49% | +13.19% | |
| 5 | BEKE | Ke Holdings Inc-adr | Stock-Other | 5.48% | — | -21.94% | |
| 6 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 3.96% | -0.31% | -21.08% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.26% | — | -11.22% | |
| 8 | HTHT | H World Group Ltd-adr | Stock-Other | 3.13% | -0.78% | -21.20% | |
| 9 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 2.14% | -0.39% | -27.44% | |
| 10 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 2.08% | — | -21.08% | |
| 11 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 1.92% | -0.42% | -21.08% | |
| 12 | BZ | Kanzhun LTD - Adr | Stock-Other | 1.71% | -0.28% | -20.41% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.49% | — | -7.21% | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.49% | — | -13.73% | |
| 15 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.12% | +0.02% | -19.79% | |
| 16 | ATHM | Autohome Inc-adr | Stock-Other | 1.09% | +0.04% | -6.02% | |
| 17 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 0.99% | — | -45.13% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.15% | +147.70% | |
| 19 | SOHU | Sohu.com Ltd-adr | Stock-Other | 0.48% | -0.42% | +129.66% | |
| 20 | ZH | Zhihu Inc - Adr | Stock-Other | 0.43% | -0.33% | +83.09% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.41% | +2162.50% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.20% | +45.84% | |
| 24 | LX | Lexinfintech Holdings L-adr | Stock-Other | 0.35% | — | — | |
| 25 | HUYA | Huya Inc-adr | Stock-Other | 0.30% | -0.01% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.39% | +22.88% | |
| 27 | JOYY | Joyy Inc-adr | Stock-Other | 0.24% | -0.14% | -15.24% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.20% | -0.01% | -10.00% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | +0.22% | -2.34% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | -0.10% | +3.20% | |
| 31 | MSCI | Msci Inc | Stock-Financials | 0.17% | +0.13% | — | |
| 32 | MOMO | Hello Group Inc -spn Adr | Stock-Other | 0.15% | -0.10% | -41.74% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.29% | -39.84% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | -0.17% | +285.42% | |
| 35 | HIMX | Himax Technologies Inc-adr | Stock-Other | 0.13% | — | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.11% | — | +87.77% | |
| 37 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.11% | — | NEW | |
| 38 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.11% | -0.10% | +42.20% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.11% | +0.12% | -6.51% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | +0.04% | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.11% | +0.23% | +41.85% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.10% | +0.01% | +310.39% | |
| 43 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.10% | +0.10% | +44550.00% | |
| 44 | IT | Gartner Inc | Stock-Tech | 0.10% | — | — | |
| 45 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.10% | — | +35100.00% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | +0.01% | +32.63% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.09% | +0.09% | +713.43% | |
| 48 | GE | General Electric | Stock-Industrials | 0.09% | +0.02% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | -0.07% | -64.64% | |
| 50 | VRSN | Verisign Inc | Stock-Tech | 0.08% | — | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +4.8% | +15.29% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3% | +13.19% | Add |
| 3 | YUMC | Yum China Holdings Inc | +0.8% | -22.61% | Trim |
| 4 | AVGO | Broadcom Inc | +0.4% | +147.70% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | New buy |
| 6 | LX | Lexinfintech Holdings L-adr | +0.4% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.4% | +2162.50% | Add |
| 8 | HUYA | Huya Inc-adr | +0.3% | NEW | New buy |
| 9 | SOHU | Sohu.com Ltd-adr | +0.3% | +129.66% | Add |
| 10 | ZH | Zhihu Inc - Adr | +0.2% | +83.09% | Add |
| 11 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -11.22% | Trim |
| 12 | MSFT | Microsoft CORP | +0.2% | +45.84% | Add |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | -7.21% | Trim |
| 14 | HIMX | Himax Technologies Inc-adr | +0.1% | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | +0.1% | +22.88% | Add |
| 16 | DECK | Deckers Outdoor CORP | +0.1% | NEW | New buy |
| 17 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 18 | NFLX | Netflix Inc | +0.1% | +285.42% | Add |
| 19 | DDOG | Datadog Inc - Class A | +0.1% | +44550.00% | Add |
| 20 | TTD | Trade Desk Inc/the -class A | +0.1% | +35100.00% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 22 | VRSN | Verisign Inc | +0.1% | NEW | New buy |
| 23 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 24 | AS | Amer Sports, Inc. | +0.1% | NEW | New buy |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +713.43% | Add |
| 26 | BSX | Boston Scientific CORP | +0.1% | +310.39% | Add |
| 27 | BTI | British American Tob-sp Adr | +0.1% | NEW | New buy |
| 28 | VGLT | Vanguard Long-term Treasury | +0.1% | -13.73% | Trim |
| 29 | ATHM | Autohome Inc-adr | — | -6.02% | Trim |
| 30 | TME | Tencent Music Entertainm-adr | 0% | -21.08% | Trim |
| 31 | MOMO | Hello Group Inc -spn Adr | 0% | -41.74% | Trim |
| 32 | SAP | Sap Se-sponsored Adr | -0.1% | EXIT | Sold out |
| 33 | LULU | Lululemon Athletica Inc | -0.1% | -97.53% | Trim |
| 34 | NVDA | Nvidia CORP | -0.1% | -64.64% | Trim |
| 35 | SNPS | Synopsys Inc | -0.1% | -95.47% | Trim |
| 36 | FANG | Diamondback Energy Inc | -0.1% | -97.04% | Trim |
| 37 | IQV | Iqvia Holdings Inc | -0.1% | EXIT | Sold out |
| 38 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 39 | FUTU | Futu Holdings Ltd-adr | -0.1% | -69.90% | Trim |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | Sold out |
| 41 | TCOM | Trip.com Group Ltd-adr | -0.2% | -45.13% | Trim |
| 42 | BEKE | Ke Holdings Inc-adr | -0.2% | -21.94% | Trim |
| 43 | HTHT | H World Group Ltd-adr | -0.2% | -21.20% | Trim |
| 44 | TAL | Tal Education Group- Adr | -0.2% | -21.08% | Trim |
| 45 | BZ | Kanzhun LTD - Adr | -0.3% | -20.41% | Trim |
| 46 | VIPS | Vipshop Holdings LTD - Adr | -0.4% | -27.44% | Trim |
| 47 | LEGN | Legend Biotech Corp-adr | -0.4% | -19.79% | Trim |
| 48 | IQ | Iqiyi Inc-adr | -0.6% | EXIT | Sold out |
| 49 | EDV | Vanguard Extended Dur Treas | -1.4% | EXIT | Sold out |
| 50 | PDD | Pdd Holdings Inc | -9.8% | -20.97% | Trim |
According to official SEC Form 13F filings, E Fund Management reported a total U.S. public equity portfolio value of $301.5M across 163 disclosed positions in Q4 2024.
During Q4 2024, E Fund Management's top holdings by market value included PDD (31.3%)、IVV (13.1%)、YUMC (8.6%). The largest single position, PDD, represented 31.3% 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, IVV, YUMC) accounted for 27.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
VOO
市值: $488.0K
Top Position Liquidated / Trimmed
EDV
前期市值: $2.4M
In Q4 2024, E Fund Management made 50 total portfolio adjustments, initiating 11 new buys, adding to 13 positions, trimming 20 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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