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Portfolio (Quarterly) Guide ↗

Caitong International Asset Management Co., Ltd

· CIK 0001963355
13F Portfolio $729M AUM 2,999 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2999 New
Page 29 of 150  ·  2,999 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TWLO TWILIO INC Communication Services 473.0 $98K 0.01% NEW $206.33 +6.6%
562 COHU COHU INC Technology 1,320.0 $98K 0.01% NEW $73.91 -26.8%
563 SNOW SNOWFLAKE INC Technology 383.0 $97K 0.01% NEW $254.50 +26.2%
564 HXL HEXCEL CORP NEW Industrials 963.0 $96K 0.01% NEW $100.06 -5.9%
565 SII SPROTT INC Financial Services 857.0 $96K 0.01% NEW $112.35 +12.6%
566 SABR SABRE CORP Consumer Cyclical 45,836.0 $96K 0.01% NEW $2.09 -0.5%
567 CHAGEE HLDGS LTD 7,967.0 $96K 0.01% NEW $12.02
568 BRX BRIXMOR PPTY GROUP INC Real Estate 3,025.0 $95K 0.01% NEW $31.53 -6.5%
569 LOANDEPOT INC 76,027.0 $95K 0.01% NEW $1.25
570 SUZ SUZANO S A Basic Materials 12,178.0 $95K 0.01% NEW $7.76 +9.5%
571 LYG LLOYDS BANKING GROUP PLC Financial Services 16,197.0 $94K 0.01% NEW $5.83 +1.2%
572 GWRE GUIDEWIRE SOFTWARE INC Technology 762.0 $94K 0.01% NEW $123.05 +47.7%
573 MAZE MAZE THERAPEUTICS INC Healthcare 3,131.0 $93K 0.01% NEW $29.84 -3.0%
574 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,957.0 $93K 0.01% NEW $47.68 -2.0%
575 CNR CORE NATURAL RESOURCES INC Energy 1,162.0 $93K 0.01% NEW $80.02 +17.2%
576 NG NOVAGOLD RESOURCES INC Basic Materials 15,557.0 $93K 0.01% NEW $5.97 +45.1%
577 MVST MICROVAST HOLDINGS INC Industrials 79,013.0 $92K 0.01% NEW $1.17 -33.0%
578 LUNR INTUITIVE MACHINES INC Industrials 4,313.0 $92K 0.01% NEW $21.39 -16.2%
579 TNK TEEKAY TANKERS LTD Energy 1,419.0 $92K 0.01% NEW $64.87 +40.5%
580 REI RING ENERGY INC Energy 85,215.0 $92K 0.01% NEW $1.08 +38.0%
Page 29 of 150  ·  2,999 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 55.4%
Basic Materials 10.4%
Energy 8.9%
Industrials 6.3%
Financial Services 5.1%
Healthcare 4.1%
Consumer Cyclical 3.8%
Communication Services 3.2%
Utilities 1.9%
Consumer Defensive 0.8%