2026 Q2 Portfolio Activity
In 2026 Q2, Fund Resources Investment Holding Group Co Ltd maintained a portfolio of 8 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 76.71% of the total fund value. Conversely, Fund Resources Investment Holding Group Co Ltd completely exited their position in Bitdeer Technologies Group.
Position History
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Total Positions
8
Quarter
2026 Q2
Top Holding
MU (76.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Fund Resources Investment Holding Group Co Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MU
MICRON TECHNOLO...
|
Technology | 76.71% | — |
#1
Prev: #—
|
9.5 |
—
|
542,994 | — |
NEW
|
542,994 | $626,772,544 |
$1153.93
-23.8%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
INTC
INTEL CORP
|
Technology | 6.90% | — |
#2
Prev: #—
|
7.8 |
—
|
403,757 | — |
NEW
|
403,757 | $56,376,590 |
$139.63
-31.7%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
MRVL
MARVELL TECHNOL...
|
Technology | 6.71% | — |
#3
Prev: #—
|
7.2 |
—
|
184,000 | — |
NEW
|
184,000 | $54,811,760 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AXTI
AXT INC
|
Technology | 4.73% | — |
#4
Prev: #—
|
5.9 |
—
|
536,706 | — |
NEW
|
536,706 | $38,685,768 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SNDK
SANDISK CORP
|
Technology | 3.62% | — |
#5
Prev: #—
|
5.4 |
—
|
13,000 | — |
NEW
|
13,000 | $29,558,490 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AAOI
APPLIED OPTOELE...
|
Technology | 0.91% | — |
#6
Prev: #—
|
3.9 |
—
|
49,988 | — |
NEW
|
49,988 | $7,406,222 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 0.42% | — |
#7
Prev: #—
|
3.7 |
—
|
20,000 | — |
NEW
|
20,000 | $3,417,200 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BTDR
Bitdeer Technol...
|
Technology | 0.00% | 100.00% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-9,440,418 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-8 of 8 holdings