China Universal Asset Management Co., Ltd. BEAM — BEAM THERAPEUTICS INC

Ownership history in China Universal Asset Management Co., Ltd.  ·  15 quarters on record

AI Ownership Summary

China Universal Asset Management Co., Ltd. reported BEAM THERAPEUTICS INC (BEAM) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows BEAM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was China Universal Asset Management Co., Ltd.'s position in BEAM THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BEAM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEAM stock page China Universal Asset Management Co., Ltd. fund profile China Universal Asset Management Co., Ltd. full holdings
How China Universal Asset Management Co., Ltd. held BEAM — position size vs. price
% of Fund (quarterly)    BEAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,075 +1,540 +9.3% 0.03% $431K 2026-04-28 $30.56
2025 Q4 REDUCED 35.7% -14.0% ✅ 16,535 -9,197 -35.7% 0.04% $458K 2026-01-29 $29.29
2025 Q3 ADDED — — — 25,732 +5,535 +27.4% 0.05% $625K 2025-11-10 $21.65
2025 Q2 ADDED — — — 20,197 +3,175 +18.7% 0.03% $344K 2025-08-28 $16.85
2025 Q1 REDUCED — — — 17,022 -772 -4.3% 0.03% $332K 2025-04-30 $19.93
2024 Q4 ADDED — — — 17,794 +1,707 +10.6% 0.04% $441K 2025-01-24 $25.98
2024 Q3 ADDED — — — 16,087 +6,181 +62.4% 0.04% $394K 2024-10-25 $21.55
2024 Q2 REDUCED 37.8% +4.6% ❌ 9,906 -6,013 -37.8% 0.03% $232K 2024-07-19 $25.94
2024 Q1 ADDED — — — 15,919 +6,252 +64.7% 0.07% $526K 2024-04-29 $22.05
2023 Q4 ADDED — — — 9,667 +7,395 +325.5% 0.05% $263K 2024-01-24 $24.76
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BEAM

As of 2026 Q1 — sorted by position size

PEREGRINE INVESTMENT MANAGEMENT INC 4.87% Alessandra Capital Management, LLC 1.26% Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.47% WEALTH EFFECTS LLC 3Y 0.09% PROFUND ADVISORS LLC 3Y 7Y 0.07% Sumitomo Mitsui Trust Group, Inc. 3Y 7Y 0.06% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.05% AlphaQuest LLC 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.02% E Fund Management Co., Ltd. 3Y 0.02%

FAQ About China Universal Asset Management Co., Ltd. and BEAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has China Universal Asset Management Co., Ltd. reported owning BEAM?

China Universal Asset Management Co., Ltd. reported BEAM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BEAM position in China Universal Asset Management Co., Ltd.'s portfolio?

The largest reported portfolio weight for BEAM was 0.07% in 2024 Q1.

What is the latest reported BEAM position on this page?

The most recent filing on this page is 2026 Q1, when China Universal Asset Management Co., Ltd. reported 18,075 shares, equal to 0.03% of portfolio, with an estimated market value of $431K.

What does the chart on this BEAM ownership page compare?

The chart compares China Universal Asset Management Co., Ltd.'s quarterly BEAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did China Universal Asset Management Co., Ltd. time their BEAM position?

Based on 13F filing dates vs. subsequent BEAM price moves, China Universal Asset Management Co., Ltd. correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on BEAM relative to SPY over the holding period was -26.3%.

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