GF FUND MANAGEMENT CO. LTD. Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$5.0T
Holdings
660
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (660 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corp | 2,435,844 | $384.8B | 7.74% | |
| 2 | MSFTMicrosoft Corp | 749,228 | $372.7B | 7.49% | |
| 3 | AAPLApple Inc | 1,502,374 | $308.2B | 6.20% | |
| 4 | AMZNAmazon.com Inc | 1,150,320 | $252.4B | 5.07% | |
| 5 | AVGOBroadcom Inc | 760,630 | $209.7B | 4.22% | |
| 6 | METAMeta Platforms Inc | 271,062 | $200.1B | 4.02% | |
| 7 | TSLATesla Inc | 405,647 | $128.9B | 2.59% | |
| 8 | NFLXNetflix Inc | 84,530 | $113.2B | 2.28% | |
| 9 | GOOGAlphabet Inc | 633,754 | $112.4B | 2.26% | |
| 10 | COSTCostco Wholesale Corp | 99,368 | $98.4B | 1.98% | |
| 11 | PDDPDD Holdings Inc | 911,086 | $95.4B | 1.92% | |
| 12 | GOOGLAlphabet Inc | 487,036 | $85.8B | 1.73% | |
| 13 | AMDAdvanced Micro Devices Inc | 439,975 | $62.4B | 1.26% | |
| 14 | PLTRPalantir Technologies Inc | 452,562 | $61.7B | 1.24% | |
| 15 | 4I1Philip Morris International In | 338,366 | $61.6B | 1.24% | |
| 16 | TMUST-Mobile US Inc | 238,742 | $56.9B | 1.14% | |
| 17 | CSCOCisco Systems Inc | 779,366 | $54.1B | 1.09% | |
| 18 | LINLinde PLC | 94,386 | $44.3B | 0.89% | |
| 19 | INTUIntuit Inc | 55,948 | $44.1B | 0.89% | |
| 20 | SNPSSynopsys Inc | 84,357 | $43.2B | 0.87% | |
| 21 | ISRGIntuitive Surgical Inc | 76,641 | $41.6B | 0.84% | |
| 22 | NOWServiceNow Inc | 37,944 | $39.0B | 0.78% | |
| 23 | BKNGBooking Holdings Inc | 6,564 | $38.0B | 0.76% | |
| 24 | TXNTexas Instruments Inc | 180,933 | $37.6B | 0.76% | |
| 25 | AMGNAmgen Inc | 128,309 | $35.8B | 0.72% | |
| 26 | PEPPepsiCo Inc | 268,519 | $35.5B | 0.71% | |
| 27 | QCOMQUALCOMM Inc | 218,680 | $34.8B | 0.70% | |
| 28 | MLB1MercadoLibre Inc | 13,137 | $34.3B | 0.69% | |
| 29 | SAPSAP SE | 111,393 | $33.9B | 0.68% | |
| 30 | ADBEAdobe Inc | 86,812 | $33.6B | 0.68% | |
| 31 | GILDGilead Sciences Inc | 300,002 | $33.3B | 0.67% | |
| 32 | UNHUnitedHealth Group Inc | 105,520 | $32.9B | 0.66% | |
| 33 | BMTABritish American Tobacco PLC | 671,506 | $31.8B | 0.64% | |
| 34 | CRWDCrowdstrike Holdings Inc | 60,934 | $31.0B | 0.62% | |
| 35 | LLYEli Lilly & Co | 39,293 | $30.6B | 0.62% | |
| 36 | CEGConstellation Energy Corp | 93,474 | $30.2B | 0.61% | |
| 37 | HONHoneywell International Inc | 127,998 | $29.8B | 0.60% | |
| 38 | HOODRobinhood Markets Inc | 314,865 | $29.5B | 0.59% | |
| 39 | COPConocoPhillips | 327,176 | $29.4B | 0.59% | |
| 40 | AMATApplied Materials Inc | 159,827 | $29.3B | 0.59% | |
| 41 | PANWPalo Alto Networks Inc | 142,342 | $29.1B | 0.59% | |
| 42 | VRTXVertex Pharmaceuticals Inc | 62,317 | $27.7B | 0.56% | |
| 43 | CDNSCadence Design Systems Inc | 88,064 | $27.1B | 0.55% | |
| 44 | MUMicron Technology Inc | 218,216 | $26.9B | 0.54% | |
| 45 | CMCSAComcast Corp | 741,732 | $26.5B | 0.53% | |
| 46 | FTNTFortinet Inc | 243,970 | $25.8B | 0.52% | |
| 47 | ADPAutomatic Data Processing Inc | 80,844 | $24.9B | 0.50% | |
| 48 | LRCXLam Research Corp | 254,752 | $24.8B | 0.50% | |
| 49 | KLACKLA Corp | 26,337 | $23.6B | 0.47% | |
| 50 | ADIAnalog Devices Inc | 98,834 | $23.5B | 0.47% | |
| 51 | WMTWalmart Inc | 229,948 | $22.5B | 0.45% | |
| 52 | CELHCelsius Holdings Inc | 460,310 | $21.4B | 0.43% | |
| 53 | SBUXStarbucks Corp | 226,328 | $20.7B | 0.42% | |
| 54 | CLSCelestica Inc | 131,550 | $20.5B | 0.41% | |
| 55 | MIGAMicroStrategy Inc | 50,589 | $20.4B | 0.41% | |
| 56 | APPAppLovin Corp | 58,388 | $20.4B | 0.41% | |
| 57 | INTCIntel Corp | 844,298 | $18.9B | 0.38% | |
| 58 | DASHDoorDash Inc | 76,081 | $18.8B | 0.38% | |
| 59 | CITCintas Corp | 80,419 | $17.9B | 0.36% | |
| 60 | ASMLASML Holding NV | 21,773 | $17.4B | 0.35% | |
| 61 | MDLZMondelez International Inc | 257,878 | $17.4B | 0.35% | |
| 62 | MRVLMarvell Technology Inc | 224,244 | $17.4B | 0.35% | |
| 63 | EOGEOG Resources Inc | 143,506 | $17.2B | 0.35% | |
| 64 | TSMTSMC | 75,491 | $17.1B | 0.34% | |
| 65 | AEPAmerican Electric Power Co Inc | 149,637 | $15.5B | 0.31% | |
| 66 | REGNRegeneron Pharmaceuticals Inc | 29,306 | $15.4B | 0.31% | |
| 67 | ORLYO'Reilly Automotive Inc | 170,252 | $15.3B | 0.31% | |
| 68 | FANGDiamondback Energy Inc | 108,689 | $14.9B | 0.30% | |
| 69 | MARMarriott International Inc/MD | 54,550 | $14.9B | 0.30% | |
| 70 | YUMCYum China Holdings Inc | 330,300 | $14.8B | 0.30% | |
| 71 | PYPLPayPal Holdings Inc | 193,692 | $14.4B | 0.29% | |
| 72 | SHOPShopify Inc | 120,000 | $13.8B | 0.28% | |
| 73 | ADSKAutodesk Inc | 42,621 | $13.2B | 0.27% | |
| 74 | LITELumentum Holdings Inc | 137,500 | $13.1B | 0.26% | |
| 75 | PSXPhillips 66 | 105,750 | $12.6B | 0.25% | |
| 76 | 6RJ0Rocket Lab Corp | 352,509 | $12.6B | 0.25% | |
| 77 | CSXCSX Corp | 374,135 | $12.2B | 0.25% | |
| 78 | MNSTMonster Beverage Corp | 194,232 | $12.2B | 0.24% | |
| 79 | ROPRoper Technologies Inc | 21,413 | $12.1B | 0.24% | |
| 80 | DGDollar General Corp | 106,035 | $12.1B | 0.24% | |
| 81 | HWMHowmet Aerospace Inc | 62,230 | $11.6B | 0.23% | |
| 82 | CHTRCharter Communications Inc | 27,955 | $11.4B | 0.23% | |
| 83 | ABNBAirbnb Inc | 85,959 | $11.4B | 0.23% | |
| 84 | MPCMarathon Petroleum Corp | 67,574 | $11.2B | 0.23% | |
| 85 | ZSZscaler Inc | 35,559 | $11.2B | 0.22% | |
| 86 | AXONAxon Enterprise Inc | 13,307 | $11.0B | 0.22% | |
| 87 | NXPINXP Semiconductors NV | 50,314 | $11.0B | 0.22% | |
| 88 | CRDOCredo Technology Group Holding | 114,490 | $10.6B | 0.21% | |
| 89 | TLNTalen Energy Corp | 36,398 | $10.6B | 0.21% | |
| 90 | PAYXPaychex Inc | 71,736 | $10.4B | 0.21% | |
| 91 | WDAYWorkday Inc | 43,019 | $10.3B | 0.21% | |
| 92 | HSAIHesai Group | 467,317 | $10.3B | 0.21% | |
| 93 | YMMFull Truck Alliance Co Ltd | 864,616 | $10.2B | 0.21% | |
| 94 | TMETencent Music Entertainment Gr | 517,815 | $10.1B | 0.20% | |
| 95 | PCARPACCAR Inc | 104,552 | $9.9B | 0.20% | |
| 96 | IDXXIDEXX Laboratories Inc | 18,094 | $9.7B | 0.20% | |
| 97 | JNJJohnson & Johnson | 62,848 | $9.6B | 0.19% | |
| 98 | FASTFastenal Co | 228,487 | $9.6B | 0.19% | |
| 99 | T7DTransDigm Group Inc | 6,261 | $9.5B | 0.19% | |
| 100 | CPRTCopart Inc | 192,409 | $9.4B | 0.19% |
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