Harvest Fund Management Co., Ltd

Holdings as of 2026-06-30, filed 2026-08-20

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 51 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
456
Value reported by manager
$3B
Sum of our stored positions
$3M
should match the line above
Disclosure lag
51 d
quarter end to filing
Top 5 concentration
25.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CorpCOM$193.6K969,03667066G104
Apple IncCOM$177.1K612,571037833100
Micron Technology IncCOM$147.2K127,914595112103
Advanced Micro Devices IncCOM$126.4K217,921007903107
Broadcom IncCOM$112.9K299,38711135F101
Microsoft CorpCOM$110.1K295,250594918104
Alphabet IncCAP STK CL A$104.1K291,50202079K305
Amazon.com IncCOM$102.6K430,580023135106
Tesla IncCOM$77.8K185,09388160R101
Intel CorpCOM$75.5K541,588458140100
KLA CorpCOM$73.5K244,082482480100
Alphabet IncCAP STK CL C$73K206,73402079K107
Applied Materials IncCOM$71.3K98,626038222105
Lam Research CorpCOM$60.5K139,588512807108
Meta Platforms IncCOM$60.5K107,43130303M102
TSMCCOM$51.7K108,476874039100
Marvell Technology IncCOM$47K158,266573874104
QUALCOMM IncCOM$46.6K252,087747525103
Walmart IncCOM$42.2K372,406931142103
WESTERN DIGITAL CORP.COM$42K65,829958102105
Costco Wholesale CorpCOM$40.9K43,75522160K105
Monolithic Power Systems IncCOM$38.7K28,056609839105
Pinduoduo IncCOM$37.8K496,105722304102
ASML Holding NVCOM$35.9K18,068N07059210
Cisco Systems Inc/DelawareCOM$34.9K297,09817275R102
United States Oil Fund LPCOM$33.1K311,08291232N207
PROSHARES TRK-1 FREE CRD OIL$32.7K688,24074347G804
United States Brent Oil Fund LCOM$32.4K796,13091167Q100
Seagate Technology Holdings PLCOM$30.9K32,070G7945M107
Palantir Technologies IncCL A$28.5K244,22469608A108
Netflix IncCOM$27.7K388,03464110L106
LUMENTUM HLDGS INCCOM$26K30,26555024U109
SANDISK CORPCOM$25.8K11,34880004C200
Texas Instruments IncCOM$23.6K79,306882508104
Palo Alto Networks IncCOM$20.7K60,679697435105
Eli Lilly & CoCOM$19.8K16,480532457108
Amgen IncCOM$18.3K50,516031162100
ARM Holdings PLCSPONSORED ADR$18.3K51,512042068205
Linde PLCCOM$17.8K34,390G5494J103
Crowdstrike Holdings IncCOM$16.4K21,53022788C105
Teradyne IncCOM$16K33,211880770102
Analog Devices IncCOM$15.7K39,515032654105
PepsiCo IncCOM$14.5K106,781713448108
AppLovin CorpCOM CL A$14.4K27,87603831W108
GE VERNOVA LLCCOM$13.8K11,76236828A101
T-Mobile US IncCOM$13.5K80,429872590104
Gilead Sciences IncCOM$13.3K105,327375558103
Intuitive Surgical IncCOM$11.8K29,79146120E602
Coherent CorpCOM$10.9K27,68119247G107
Booking Holdings IncCOM$10.9K60,87809857L108
Shopify IncCL A$10.4K90,63982509L107
SPDR Gold SharesCOM$9.9K26,94178463V107
Vertex Pharmaceuticals IncCOM$9.7K19,56092532F100
TAL Education GroupADS$9.3K974,529874080104
Aberdeen Standard Physical GolCOM$9.1K237,10500326A104
ISHARES GOLD TRISHARES NEW$8.9K118,298464285204
Starbucks CorpCOM$8.7K85,580855244109
Amphenol CorpCOM$8.7K49,463032095101
Fortinet IncCOM$8.5K55,33534959E109
Cadence Design Systems IncCOM$8.3K22,101127387108
Monster Beverage CorpCOM$8.1K84,14761174X109
Alibaba Group Holding LtdCOM$7.9K82,20001609W102
General Electric CoCOM$7.7K20,700369604301
AbbVie IncCOM$7.5K29,69100287Y109
Marriott International Inc/MDCOM$7.3K19,597571903202
Constellation Energy CorpCOM$6.7K26,98521037T109
Automatic Data Processing IncCOM$6.7K29,708053015103
CSX CorpCOM$6.6K138,096126408103
Comcast CorpCOM CL A$6.6K267,12720030N101
Yum China Holdings IncCOM$6.5K159,10898850P109
Synopsys IncCOM$6.4K14,413871607107
MercadoLibre IncCOM$6.4K3,76858733R102
Datadog IncCOM$6.4K24,58723804L103
Adobe IncCOM$6.3K30,87100724F101
Caterpillar IncCOM$6.3K5,911149123101
Comfort Systems USA IncCOM$6.2K3,149199908104
ASTERA LABS INCCOM$6.2K12,79604626A103
New Oriental Education & TechnADR$5.8K125,405647581206
DoorDash IncCOM$5.7K31,12225809K105
O'Reilly Automotive IncCOM$5.7K61,59067103H107
Cintas CorpCOM$5.6K32,869172908105
American Electric Power Co IncCOM$5.5K40,438025537101
Mondelez International IncCOM CL A$5.5K95,400609207105
Honeywell International IncCOM$5.4K24,231438516106
Vertiv Holdings CoCOM$5.4K16,00392537N108
Intuit IncCOM$5.3K20,484461202103
NXP Semiconductors NVCOM$5.3K18,814N6596X109
Ross Stores IncCOM$5.2K24,588778296103
NetEase IncCOM$5K39,00064110W102
Warner Bros Discovery IncCOM SER A$5K186,330934423104
Regeneron Pharmaceuticals IncCOM$4.9K7,90075886F107
FLEX LTDORD$4.8K29,703Y2573F102
PACCAR IncCOM$4.7K39,113693718108
ROCKET LAB USA INCCOM$4.6K45,062773122106
Airbnb IncCOM$4.6K31,839009066101
NEBIUS GROUP N.V.SHS CLASS A$4.5K16,381N97284108
Fastenal CoCOM$4.1K85,322311900104
Baker Hughes CoCL A$4.1K73,90205722G100
Electronic Arts IncCOM$3.8K18,699285512109
TOWER SEMICONDUCTOR LTDSHS NEW$3.7K14,329M87915274
Xcel Energy IncCOM$3.7K46,39698389B100
Diamondback Energy IncCOM$3.7K21,10925278X109
Microchip Technology IncCOM$3.7K40,401595017104
Ferrovial SEORD SHS$3.7K53,470N3168P101
Mastercard IncCOM$3.6K7,00357636Q104
Exelon CorpCOM$3.6K76,20530161N101
Oracle CorpCOM$3.5K23,61168389X105
Take-Two Interactive SoftwareCOM$3.4K13,799874054109
Axon Enterprise IncCOM$3.4K5,99705464C101
Old Dominion Freight Line IncCOM$3.3K15,456679580100
Corning IncCOM$3.3K12,988219350105
Coca-Cola Europacific PartnersSHS$3.3K33,138G25839104
Keurig Dr Pepper IncCOM$3.3K101,11649271V100
COREWEAVE INCCOM CL A$3.3K33,26421873S108
Howmet Aerospace IncCOM$3.2K11,809443201108
IDEXX Laboratories IncCOM$3.1K5,93545168D104
Arista Networks IncCOM$3.1K18,166040413106
Autodesk IncCOM$3.1K15,788052769106
Visa IncCOM$3.1K8,92092826C839
Alnylam Pharmaceuticals IncCOM$3K9,98102043Q107
PayPal Holdings IncCOM$3K68,73570450Y103
ATRENEW INCSPONSORED ADS$2.7K700,00000138L108
Paychex IncCOM$2.6K26,628704326107
ROPER TECHNOLOGIES INCCOM$2.5K7,500776696106
Onto Innovation IncCOM$2.4K6,275683344105
McKesson CorpCOM$2.3K3,07758155Q103
Thomson Reuters CorpCOM$2.3K28,321884903808
Trane Technologies PLCCOM$2.3K4,624G8994E103
Sterling Infrastructure IncCOM$2.2K2,658859241101
GE HealthCare Technologies IncCOMMON STOCK$2.2K33,80736266G107
MicroStrategy IncCOM$2.1K24,586594972408
Citigroup IncCOM$2.1K15,121172967424
Kraft Heinz Co/TheCOM$2.1K88,127500754106
Quanta Services IncCOM$2K2,78574762E102
Copart IncCOM$1.9K68,806217204106
Dexcom IncCOM$1.9K28,678252131107
VANECK ETF TRUSTVANECK VIETNAM$1.9K101,50092189F817
MasTec IncCOM$1.9K4,451576323109
Cardinal Health IncCOM$1.8K7,75114149Y108
Workday IncCOM CL A$1.8K14,93898138H101
Goldman Sachs Group Inc/TheCOM$1.8K1,77338141G104
Snowflake IncCL A$1.8K7,000833445109
Full Truck Alliance Co LtdADS$1.7K212,71635969L108
Southern Copper CorpCOM$1.7K9,53984265V105
Bloom Energy CorpCOM CL A$1.6K5,452093712107
Amkor Technology IncCOM$1.6K18,407031652100
COMPANIA DE MINAS BUENAVENTUSPONSORED ADR$1.5K51,532204448104
Raytheon Technologies CorpCOM$1.5K7,78575513E101
KE Holdings IncSPONSORED ADS$1.5K100,000482497104
Iridium Communications IncCOM$1.4K26,22346269C102
Tencent Music Entertainment GrADS$1.4K170,07888034P109
Marathon Petroleum CorpCOM$1.4K5,53356585A102
Uber Technologies IncCOM$1.4K19,49590353T100
Dell Technologies IncCOM$1.3K3,05624703L202
Vistra CorpCOM$1.3K8,18292840M102
Newmont CorpCOM$1.3K13,896651639106
Cloudflare IncCOM$1.3K5,21918915M107
Kanzhun LtdSPONSORED ADS$1.3K98,97848553T106
Cheniere Energy IncCOM$1.2K5,13116411R208
CELESTICA INCCOM$1.2K3,32515101Q207
HCA Healthcare IncCOM$1.2K3,01940412C101
Viasat IncCOM$1.2K12,86192552V100
Coca-Cola Consolidated IncCOM$1.1K5,958191098102
Johnson & JohnsonCOM$1.1K4,465478160104
Valero Energy CorpCOM$1.1K4,34291913Y100
BANK OF NY MELLON CORPCOM$1.1K7,785064058100
Coca-Cola Co/TheCOM$1.1K13,185191216100
Alcoa CorpCOM$1K20,085013872106
TJX Cos Inc/TheCOM$1K6,906872540109
CARPENTER TECHNOLOGY CORPCOM$1K1,639144285103
Vipshop Holdings LtdSPONSORED ADS A$97973,73892763W103
Morgan StanleyCOM$9464,525617446448
ECHOSTAR CORPCL A$9459,304278768106
AT&T IncCOM$91544,22900206R102
Interactive Brokers Group IncCOM CL A$88710,18645841N107
Jabil IncCOM$8272,145466313103
JPMorgan Chase & CoCOM$8242,51746625H100
Lockheed Martin CorpCOM$8161,603539830109
MKS Instruments IncCOM$8071,81755306N104
Freeport-McMoRan IncCOM$76812,21535671D857
SPX TECHNOLOGIES INCCOM$7533,07078473E103
Chevron CorpCOM$7394,459166764100
Phillips 66COM$7334,338718546104
Bank of America CorpCOM$71912,620060505104
Tapestry IncCOM$6964,755876030107
PHINIA INCCOMMON STOCK$6958,43871880K101
EMCOR Group IncCOM$68482529084Q100
American Express CoCOM$6751,996025816109
Boeing Co/TheCOM$6673,082097023105
ANGLOGOLD ASHANTI PLCCOM SHS$6618,177G0378L100
ZHIHU INCSPONSORED ADS$659210,00098955N207
Welltower IncCOM$6282,76995040Q104
ENOVA INTL INCCOM$6252,59929357K103
ASE TECHNOLOGY HLDG CO LTDSPONSORED ADS$62413,83100215W100
CH Robinson Worldwide IncCOM NEW$5933,14712541W209
Halozyme Therapeutics IncCOM$5817,43240637H109
VanEck Gold Miners ETF/USACOM$5797,68492189F106
APA CorpCOM$53916,57403743Q108
TD SYNNEX CORPORATIONCOM$5372,01087162W100
Expeditors International of WaCOM$5233,211302130109
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-20