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Portfolio (Quarterly) Guide ↗

China Universal Asset Management Co., Ltd.

· CIK 0001906594
13F Portfolio $1.3B AUM 497 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 66 New 192 Added 213 Reduced 46 Exited
Page 12 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ELV ELEVANCE HEALTH INC Healthcare 2,000.0 $701K 0.05% -1K -33.3% $350.55 +11.2%
222 CAT CATERPILLAR INC Industrials 1,221.0 $699K 0.05% +21.0 +1.8% $572.87 +51.2%
223 ALAB ASTERA LABS INC Technology 4,200.0 $699K 0.05% -6K -58.8% $166.36 +79.0%
224 GS GOLDMAN SACHS GROUP INC Financial Services 789.0 $694K 0.05% +6.0 +0.8% $879.00 +12.4%
225 CI THE CIGNA GROUP Healthcare 2,500.0 $688K 0.05% NEW $275.23 +2.5%
226 GRAL GRAIL INC Healthcare 7,952.0 $681K 0.05% -867.0 -9.8% $85.59 -20.7%
227 WVE WAVE LIFE SCIENCES LTD Healthcare 39,742.0 $676K 0.05% -38K -49.0% $17.00 -63.6%
228 APOGEE THERAPEUTICS INC 8,935.0 $674K 0.05% +853.0 +10.6% $75.48
229 MNDY MONDAY.COM LTD Technology 4,500.0 $664K 0.05% -1K -18.2% $147.56 -48.3%
230 MIRM MIRUM PHARMACEUTICALS INC Healthcare 8,375.0 $662K 0.05% -431.0 -4.9% $78.99 +27.4%
231 CRM SALESFORCE INC Technology 2,482.0 $658K 0.05% +43.0 +1.8% $265.28 -33.5%
232 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 4,058.0 $656K 0.05% +87.0 +2.2% $161.72 +16.6%
233 RBRK RUBRIK INC-A Technology 8,500.0 $650K 0.05% $76.48 -12.5%
234 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 51,225.0 $645K 0.05% -4K -7.0% $12.60 -1.4%
235 RMBS RAMBUS INC Technology 7,000.0 $643K 0.05% -1K -12.5% $91.89 +45.3%
236 RTX RTX CORP Industrials 3,490.0 $640K 0.05% +82.0 +2.4% $183.40 -4.7%
237 DISC MEDICINE INC 7,751.0 $616K 0.05% +657.0 +9.3% $79.41
238 ACLX ARCELLX INC Healthcare 9,422.0 $614K 0.05% -299.0 -3.1% $65.20 +76.5%
239 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 12,343.0 $613K 0.05% -1K -8.1% $49.70 -2.0%
240 LGND LIGAND PHARMACEUTICALS Healthcare 3,207.0 $606K 0.05% -228.0 -6.6% $189.07 +17.5%
Page 12 of 25  ·  497 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 39.5%
Healthcare 21.2%
Communication Services 12.4%
Financial Services 10.6%
Consumer Cyclical 10.1%
Consumer Defensive 2.7%
Industrials 1.9%
Utilities 0.6%
Basic Materials 0.5%
Energy 0.4%