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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 6 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ORCL Oracle Corp Technology 25,117.0 $3.7M 0.16% -4K -14.2% $147.07 +31.7%
102 NXPI NXP Semiconductors NV Technology 18,714.0 $3.7M 0.16% $196.86 +66.7%
103 XEL Xcel Energy Inc Utilities 46,160.0 $3.7M 0.16% -112K -70.8% $79.42 +2.1%
104 Ferrovial SE 53,141.0 $3.5M 0.15% -2K -2.9% $65.02
105 IDXX IDEXX Laboratories Inc Healthcare 5,953.0 $3.3M 0.14% -3K -34.1% $561.57 -1.0%
106 ALNY Alnylam Pharmaceuticals Inc Healthcare 9,854.0 $3.3M 0.14% -465.0 -4.5% $330.53 -10.0%
107 PYPL PayPal Holdings Inc Financial Services 71,295.0 $3.2M 0.14% -5K -6.4% $45.22 -2.4%
108 CCEP Coca-Cola Europacific Partners Consumer Defensive 33,880.0 $3.1M 0.13% -368.0 -1.1% $90.61 +2.8%
109 ODFL Old Dominion Freight Line Inc Industrials 15,395.0 $3.0M 0.13% -217.0 -1.4% $195.19 +11.6%
110 MSTR MicroStrategy Inc Technology 23,201.0 $2.9M 0.12% +3K +16.1% $124.87 +31.0%
111 DDOG Datadog Inc Technology 24,294.0 $2.9M 0.12% -395.0 -1.6% $118.01 +88.3%
112 MCK McKesson Corp Healthcare 3,294.0 $2.9M 0.12% +833.0 +33.9% $865.21 -12.1%
113 HWM Howmet Aerospace Inc Industrials 11,809.0 $2.7M 0.12% +1K +9.6% $230.42 +13.0%
114 TTWO Take-Two Interactive Software Communication Services 13,677.0 $2.7M 0.12% -12K -47.1% $197.41 +13.1%
115 ROP ROPER TECHNOLOGIES INC Industrials 7,602.0 $2.7M 0.11% -435.0 -5.4% $353.72 -9.0%
116 KDP Keurig Dr Pepper Inc Consumer Defensive 100,354.0 $2.6M 0.11% -1K -1.1% $26.31 +12.0%
117 INSM Insmed Inc Healthcare 15,921.0 $2.6M 0.11% -1K -7.9% $163.49 -34.9%
118 MCHP Microchip Technology Inc Technology 40,083.0 $2.6M 0.11% -275.0 -0.7% $64.62 +52.8%
119 AXON Axon Enterprise Inc Industrials 5,945.0 $2.5M 0.11% +53.0 +0.9% $424.39 -8.1%
120 LITE LUMENTUM HLDGS INC Technology 3,573.0 $2.5M 0.11% -445.0 -11.1% $701.65 +31.9%
Page 6 of 28  ·  544 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%