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Portfolio (Quarterly) Guide ↗

Harvest Fund Management Co., Ltd

· CIK 0001694126
13F Portfolio $2.4B AUM 546 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 123 Added 236 Reduced 138 Exited
Page 4 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALNY Alnylam Pharmaceuticals Inc Healthcare 9,854.0 $3.3M 0.14% -465.0 -4.5% $330.53 -10.0%
62 PYPL PayPal Holdings Inc Financial Services 71,295.0 $3.2M 0.14% -5K -6.4% $45.22 -2.2%
63 CCEP Coca-Cola Europacific Partners Consumer Defensive 33,880.0 $3.1M 0.13% -368.0 -1.1% $90.61 +3.9%
64 ODFL Old Dominion Freight Line Inc Industrials 15,395.0 $3.0M 0.13% -217.0 -1.4% $195.19 +7.8%
65 DDOG Datadog Inc Technology 24,294.0 $2.9M 0.12% -395.0 -1.6% $118.01 +88.4%
66 TTWO Take-Two Interactive Software Communication Services 13,677.0 $2.7M 0.12% -12K -47.1% $197.41 +15.3%
67 ROP ROPER TECHNOLOGIES INC Industrials 7,602.0 $2.7M 0.11% -435.0 -5.4% $353.72 -7.6%
68 KDP Keurig Dr Pepper Inc Consumer Defensive 100,354.0 $2.6M 0.11% -1K -1.1% $26.31 +10.7%
69 INSM Insmed Inc Healthcare 15,921.0 $2.6M 0.11% -1K -7.9% $163.49 -35.0%
70 MCHP Microchip Technology Inc Technology 40,083.0 $2.6M 0.11% -275.0 -0.7% $64.62 +44.6%
71 LITE LUMENTUM HLDGS INC Technology 3,573.0 $2.5M 0.11% -445.0 -11.1% $701.65 +35.0%
72 TSEM TOWER SEMICONDUCTOR LTD Technology 14,218.0 $2.5M 0.11% -5K -24.6% $175.48 +61.5%
73 PAYX Paychex Inc Industrials 26,514.0 $2.4M 0.10% -357.0 -1.3% $92.06 +5.4%
74 GEHC GE HealthCare Technologies Inc Healthcare 33,663.0 $2.4M 0.10% -1K -3.4% $71.15 -9.7%
75 CPRT Copart Inc Industrials 71,500.0 $2.4M 0.10% -776.0 -1.1% $33.17 +1.9%
76 CTSH Cognizant Technology Solutions Technology 35,441.0 $2.2M 0.09% -3K -7.1% $61.31 -14.0%
77 Arista Networks Inc 17,153.0 $2.1M 0.09% -786.0 -4.4% $122.78
78 YMM Full Truck Alliance Co Ltd Technology 248,373.0 $2.1M 0.09% -738K -74.8% $8.28 +0.9%
79 WDAY Workday Inc Technology 15,733.0 $2.0M 0.09% -40K -71.7% $129.85 -1.3%
80 CHTR Charter Communications Inc Communication Services 9,353.0 $2.0M 0.09% -309.0 -3.2% $215.76 -32.7%
Page 4 of 12  ·  236 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.8%
Communication Services 14.0%
Consumer Cyclical 12.9%
Consumer Defensive 6.7%
Financial Services 5.2%
Healthcare 4.9%
Industrials 4.4%
Utilities 1.5%
Energy 0.9%
Basic Materials 0.4%