Fund Resources Investment Holding Group
HONG KONG, K3files as Fund Resources Investment Holding Group Co Ltd
$817m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 100.0% of the portfolio this quarter.
Value
$817m
Stocks
7
Top 10 share
100.0%
Turnover
100.0%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU76.7% of the fund
- IntelINTC6.9% of the fund
- Marvell TechnologyMRVL6.7% of the fund
- AXTAXTI4.7% of the fund
- SandiskSNDK3.6% of the fund
- Applied OptoelectronicsAAOI0.9% of the fund
- Space Exploration TechnologiesSPCX0.4% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 0.4%
- Value
- $3m
- Shares
- 20,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Micron TechnologyMU | 76.7% | $627m | 542,994 | New |
| IntelINTC | 6.9% | $56m | 403,757 | New |
| Marvell TechnologyMRVL | 6.7% | $55m | 184,000 | New |
| AXTAXTI | 4.7% | $39m | 536,706 | New |
| SandiskSNDK | 3.6% | $30m | 13,000 | New |
| Applied OptoelectronicsAAOI | 0.9% | $7m | 49,988 | New |
| Space Exploration TechnologiesSPCX | 0.4% | $3m | 20,000 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 695.3% since 31 December 2025.
Where the money is
Technology100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.