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Portfolio (Quarterly) Guide ↗

China Universal Asset Management Co., Ltd.

· CIK 0001906594
13F Portfolio $1.2B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 478 New
Page 9 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XOM EXXON MOBIL CORP Energy 10,994.0 $1.2M 0.10% NEW $112.75 +37.4%
162 SPOT SPOTIFY TECHNOLOGY SA Communication Services 1,750.0 $1.2M 0.10% NEW $698.00 -25.5%
163 DDOG DATADOG INC - CLASS A Technology 8,534.0 $1.2M 0.10% NEW $142.40 +56.1%
164 PAYX PAYCHEX INC Industrials 9,493.0 $1.2M 0.10% NEW $126.76 -23.5%
165 EXC EXELON CORP Utilities 26,663.0 $1.2M 0.10% NEW $45.01 +2.7%
166 MCK MCKESSON CORP Healthcare 1,548.0 $1.2M 0.10% NEW $773.28 -0.9%
167 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 11,642.0 $1.2M 0.10% NEW $100.99 -13.0%
168 WMT WALMART INC Consumer Defensive 11,197.0 $1.2M 0.10% NEW $103.06 +16.7%
169 CYTK CYTOKINETICS INC Healthcare 20,974.0 $1.2M 0.10% NEW $54.96 +40.0%
170 CPRT COPART INC Industrials 25,526.0 $1.1M 0.10% NEW $44.97 -24.9%
171 TEAM ATLASSIAN CORP-CL A Technology 7,090.0 $1.1M 0.09% NEW $159.70 -46.5%
172 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 12,096.0 $1.1M 0.09% NEW $90.41 +4.1%
173 FANG DIAMONDBACK ENERGY INC Energy 7,642.0 $1.1M 0.09% NEW $143.10 +40.3%
174 MNDY MONDAY.COM LTD Technology 5,500.0 $1.1M 0.09% NEW $193.69 -59.2%
175 AXSM AXSOME THERAPEUTICS INC Healthcare 8,747.0 $1.1M 0.09% NEW $121.45 +94.3%
176 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 15,905.0 $1.1M 0.09% NEW $66.43 +49.3%
177 CRSP CRISPR THERAPEUTICS AG Healthcare 15,942.0 $1.0M 0.09% NEW $64.81 -22.3%
178 MCD MCDONALD'S CORP Consumer Cyclical 3,343.0 $1.0M 0.08% NEW $303.89 -7.1%
179 NUVL NUVALENT INC-A Healthcare 11,686.0 $1.0M 0.08% NEW $86.48 +18.1%
180 CHTR CHARTER COMMUNICATIONS INC-A Communication Services 3,606.0 $992K 0.08% NEW $275.11 -47.2%
Page 9 of 24  ·  478 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 41.9%
Healthcare 19.3%
Communication Services 11.9%
Consumer Cyclical 11.4%
Financial Services 8.9%
Consumer Defensive 3.1%
Industrials 1.9%
Utilities 0.6%
Basic Materials 0.5%
Energy 0.4%