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Portfolio (Quarterly) Guide ↗

Q Fund Management (Hong Kong) Ltd

· CIK 0002078832
13F Portfolio $107M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EQT EQT CORP Energy 10,000.0 $536K 0.50% NEW $53.60 +7.7%
22 APP APPLOVIN CORP Technology 790.0 $532K 0.50% NEW $673.82 -27.9%
23 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 18,000.0 $505K 0.47% NEW $28.06 -27.5%
24 META META PLATFORMS INC Communication Services 700.0 $462K 0.43% NEW $660.09 -8.0%
25 AMZN AMAZON COM INC Consumer Cyclical 2,000.0 $462K 0.43% NEW $230.82 +16.3%
26 IE IVANHOE ELECTRIC INC Technology 25,000.0 $400K 0.38% NEW $15.98 -23.3%
27 PDD PDD HOLDINGS INC Consumer Cyclical 2,500.0 $283K 0.27% NEW $113.39 -13.8%
28 WULF TERAWULF INC Financial Services 24,000.0 $276K 0.26% NEW $11.49 +88.3%
29 OXY OCCIDENTAL PETE CORP Energy 6,000.0 $247K 0.23% NEW $41.12 +43.1%
30 UBER UBER TECHNOLOGIES INC Technology 3,000.0 $245K 0.23% NEW $81.71 -8.7%
31 NKE NIKE INC Consumer Cyclical 3,000.0 $191K 0.18% NEW $63.71 -30.3%
32 TLT ISHARES TR 1,000.0 $87K 0.08% NEW $87.16 -3.4%
33 DEO DIAGEO PLC Consumer Defensive 500.0 $43K 0.04% NEW $86.27 -0.3%
Page 2 of 2  ·  33 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 39.7%
Communication Services 26.8%
Consumer Cyclical 16.5%
Financial Services 15.2%
Healthcare 0.9%
Energy 0.8%
Consumer Defensive 0.0%