Harvest Fund Management Co., Ltd

Other Low signal CIK 1694126
League rank
#61
in Other · #431 overall
Long book
$2.35B
Q1 2026
Positions
544
Top-10 weight
42%
concentration
Last quarter
+22.4%
SPY +14.8%
Turnover
29%
of book per quarter

Strategy in plain words

auto-generated from filings

Harvest Fund Management Co., Ltd is an institutional manager, running a $2.35B US long book across 544 positions.

The portfolio is moderately concentrated (top 10 ≈ 42% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, ALPHABET INC-CL A, BROADCOM INC.

Over the last 9 quarters its long book ran on average 1.4pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+6.9%
Q2 2024
+2.8%
Q3 2024
+2.6%
Q4 2024
-7.9%
Q1 2025
+17.1%
Q2 2025
+11.9%
Q3 2025
+2.1%
Q4 2025
-4.9%
Q1 2026
+22.4%

Sector allocation

Technology
60%
Industrials
11%
Consumer discretionary
10%
Healthcare
5%
Services media
4%
Other
3%
Consumer staples
2%
Communications
2%

Long book by quarter

$1.11B
Q1 2024
$1.38B
Q2 2024
$1.68B
Q3 2024
$2.16B
Q4 2024
$2.02B
Q1 2025
$2.12B
Q2 2025
$2.36B
Q3 2025
$2.66B
Q4 2025
$2.35B
Q1 2026

What does Harvest Fund own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology1.1M$194.8M8.3%-1.5%
AAPL APPLE INCTechnology642.0K$162.8M6.9%-1.8%
MSFT MICROSOFT CORPTechnology312.6K$115.7M4.9%-3.0%
GOOGL ALPHABET INC-CL ATechnology313.9K$90.3M3.8%+0.5%
AVGO BROADCOM INCTechnology281.8K$87.2M3.7%+1.2%
AMZN AMAZON.COM INCConsumer discretionary417.4K$86.9M3.7%-0.4%
TSLA TESLA INCIndustrials197.0K$73.2M3.1%-46.2%
META META PLATFORMS INC-CLASS ATechnology116.3K$66.5M2.8%-2.5%
GOOG ALPHABET INC-CL CTechnology228.8K$65.6M2.8%-3.7%
MU MICRON TECHNOLOGY INCTechnology138.4K$46.7M2.0%-4.7%
WMT WALMART INCConsumer discretionary372.6K$46.3M2.0%+494.8%
COST COSTCO WHOLESALE CORPConsumer discretionary43.7K$43.5M1.9%+8.6%
AMD ADVANCED MICRO DEVICESTechnology200.2K$40.7M1.7%+9.6%
LRCX LAM RESEARCH CORPIndustrials184.1K$39.3M1.7%+17.7%
NFLX NETFLIX INCServices media405.9K$39.0M1.7%+1.1%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology247.5K$36.2M1.5%-4.6%
KLAC KLA CORPOther20.4K$30.0M1.3%+44.8%
AMAT APPLIED MATERIALS INCTechnology82.7K$28.3M1.2%+25.1%
INTC INTEL CORPTechnology532.1K$23.5M1.0%+9.0%
TXN TEXAS INSTRUMENTS INCTechnology119.8K$23.2M1.0%-38.9%
CSCO CISCO SYSTEMS INCTechnology295.9K$23.0M1.0%-3.2%
MRVL MARVELL TECHNOLOGY INCTechnology218.1K$21.6M0.9%+16.2%
ASML ASML HOLDING NV-NY REG SHSIndustrials15.2K$20.0M0.9%+4.2%
WDC WESTERN DIGITAL CORPTechnology65.6K$17.7M0.8%-24.0%
AMGN AMGEN INCHealthcare50.4K$17.7M0.8%+4.1%
TMUS T-MOBILE US INCCommunications81.4K$17.1M0.7%-2.5%
PEP PEPSICO INCConsumer staples106.6K$16.5M0.7%+2.4%
LLY ELI LILLY & COHealthcare16.5K$15.2M0.6%-6.7%
MPWR MONOLITHIC POWER SYSTEMS INCTechnology13.7K$15.0M0.6%+1.0%
GILD GILEAD SCIENCES INCHealthcare104.7K$14.6M0.6%-1.7%
ISRG INTUITIVE SURGICAL INCHealthcare29.0K$13.3M0.6%-4.3%
ADI ANALOG DEVICES INCTechnology39.4K$12.5M0.5%+4.8%
STXN SEAGATE TECHNOLOGY HOLDINGS31.6K$12.4M0.5%+7.4%
APP APPLOVIN CORP-CLASS ATechnology30.7K$12.2M0.5%-26.2%
SNPS SYNOPSYS INCTechnology28.5K$11.3M0.5%-29.0%
HON HONEYWELL INTERNATIONAL INCIndustrials48.6K$11.0M0.5%+1.8%
SHOP SHOPIFY INC - CLASS ATechnology90.6K$10.7M0.5%-4.6%
BKNG BOOKING HOLDINGS INCIndustrials2.5K$10.6M0.5%-7.3%
GEV GE VERNOVA INCIndustrials12.0K$10.5M0.4%+27.0%
GE GENERAL ELECTRICIndustrials36.3K$10.3M0.4%-31.2%
QCOM QUALCOMM INCTechnology78.8K$10.1M0.4%-31.6%
PANW PALO ALTO NETWORKS INCTechnology60.3K$9.7M0.4%+10.1%
INTU INTUIT INCTechnology21.2K$9.2M0.4%-15.0%
VRTX VERTEX PHARMACEUTICALS INCHealthcare19.5K$8.7M0.4%-64.0%
YUMC YUM CHINA HOLDINGS INCConsumer discretionary163.6K$8.0M0.3%+767.3%
CRWD CROWDSTRIKE HOLDINGS INC - ATechnology20.2K$7.9M0.3%-11.7%
COHR COHERENT CORPOther32.7K$7.8M0.3%-11.0%
CMCSA COMCAST CORP-CLASS ACommunications267.8K$7.7M0.3%-1.4%
CEG CONSTELLATION ENERGYUtilities27.4K$7.6M0.3%+1.3%
SBUX STARBUCKS CORPConsumer discretionary85.1K$7.6M0.3%0.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 2026546$2.35T $K fixed canonicalSEC ↗
Q4 202513F-HRFeb 11, 2026724$2.66T $K fixed canonicalSEC ↗
Q3 202513F-HRNov 14, 2025732$2.36T $K fixed canonicalSEC ↗
Q2 202513F-HRAug 15, 2025736$2.12T $K fixed canonicalSEC ↗
Q1 202513F-HRMay 8, 2025742$2.02T $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 11, 2025744$2.16T $K fixed canonicalSEC ↗
Q3 202413F-HRNov 13, 2024628$1.68T $K fixed canonicalSEC ↗
Q2 202413F-HRAug 8, 2024640$1.38B canonicalSEC ↗
Q1 202413F-HRMay 14, 2024673$1.11T $K fixed canonicalSEC ↗