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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 4 of 150  ·  2,999 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLB SLB LIMITED Energy 42,030.0 $2.0M 0.27% NEW $46.49 +15.9%
62 ADI ANALOG DEVICES INC Technology 4,909.0 $1.9M 0.27% NEW $397.17 -1.7%
63 REZOLVE AI PLC 616,162.0 $1.9M 0.27% NEW $3.15
64 FCEL FUELCELL ENERGY INC Industrials 53,490.0 $1.9M 0.26% NEW $36.01 -37.9%
65 FN FABRINET Technology 3,326.0 $1.9M 0.26% NEW $562.08 +6.5%
66 SHEL SHELL PLC Energy 23,786.0 $1.8M 0.25% NEW $77.54 +18.2%
67 ANET ARISTA NETWORKS INC Technology 10,818.0 $1.8M 0.25% NEW $169.88 +18.8%
68 COP CONOCOPHILLIPS Energy 17,604.0 $1.8M 0.25% NEW $103.96 +22.7%
69 ABSI ABSCI CORPORATION Healthcare 157,319.0 $1.8M 0.25% NEW $11.59 -20.3%
70 BKR BAKER HUGHES COMPANY Energy 32,615.0 $1.8M 0.25% NEW $55.50 +16.9%
71 DOCN DIGITALOCEAN HLDGS INC Technology 11,518.0 $1.8M 0.25% NEW $157.03 -13.9%
72 APLD APPLIED DIGITAL CORP Technology 48,322.0 $1.8M 0.25% NEW $37.30 -16.4%
73 HBM HUDBAY MINERALS INC Basic Materials 73,016.0 $1.7M 0.24% NEW $23.61 +16.2%
74 PURR HYPERLIQUID STRATEGIES INC Basic Materials 216,775.0 $1.7M 0.23% NEW $7.87 -9.1%
75 BHP BHP BILLITON LIMITED Basic Materials 20,245.0 $1.7M 0.23% NEW $83.31 +6.1%
76 TEAM ATLASSIAN CORPORATION Technology 21,467.0 $1.7M 0.23% NEW $77.79 +103.5%
77 TECK TECK RESOURCES LTD Basic Materials 27,949.0 $1.7M 0.23% NEW $59.46 +9.0%
78 CVE CENOVUS ENERGY INC Energy 66,962.0 $1.7M 0.23% NEW $24.81 +29.5%
79 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 42,704.0 $1.7M 0.23% NEW $38.73 +46.2%
80 FSLR FIRST SOLAR INC Energy 6,866.0 $1.6M 0.22% NEW $235.96 -7.7%
Page 4 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%