Krane Funds Advisors
NEW YORK, NYfiles as Krane Funds Advisors LLC
$2.8bn in 185 US stocks at the end of 30 June 2026. The top 10 are 63.3% of the money. It changed about 21.6% of the portfolio this quarter.
Value
$2.8bn
Stocks
185
Top 10 share
63.3%
Turnover
21.6%
What changed this quarter
New
Bought for the first time this quarter.
- GlobalfoundriesGFS0.4% of the fund
- EatonETN0.4% of the fund
- TeradyneTER0.4% of the fund
- NutanixNTNX0.4% of the fund
- SanminaSANM0.3% of the fund
- ON SemiconductorON0.1% of the fund
- Kraneshares TrustKLIP<0.1% of the fund
- CaterpillarCAT<0.1% of the fund
- Vertex PharmaceuticalsVRTX<0.1% of the fund
- Invitation HomesINVH<0.1% of the fund
- CoherentCOHR<0.1% of the fund
- NikeNKE<0.1% of the fund
- MerckMRK<0.1% of the fund
- AngloGold AshantiAU<0.1% of the fund
- US BancorpUSB<0.1% of the fund
- InterDigitalIDCC<0.1% of the fund
- Gaming & Leisure PropertiesGLPI<0.1% of the fund
- Lam ResearchLRCX<0.1% of the fund
- NewsNWSA<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- DigitalOcean HoldingsDOCN<0.1% of the fund
- MaterionMTRN<0.1% of the fund
- Onto InnovationONTO<0.1% of the fund
- MKSMKSI<0.1% of the fund
- Cohen & SteersCNS<0.1% of the fund
Added
Bought more of a stock they already held.
- Tencent Music Entmt GroupTME6.7% of the fund+26%
- Kraneshares TrustKWEB3.7% of the fund+9%
- State STR Spdr S&P 500 ETF TSPY3.6% of the fund+12%
- NvidiaNVDA1.5% of the fund+157%
- TeslaTSLA1.1% of the fund+133%
- AlphabetGOOGL1.0% of the fund+282%
- Advanced Micro DevicesAMD1.0% of the fund+129%
- MicrosoftMSFT1.0% of the fund+203%
- Astera LabsALAB0.9% of the fund+188%
- Meta PlatformsMETA0.9% of the fund+308%
- Amazon.comAMZN0.9% of the fund+223%
- AppleAAPL0.9% of the fund+251%
- BroadcomAVGO0.8% of the fund+175%
- SnowflakeSNOW0.7% of the fund+384%
- Texas InstrumentsTXN0.7% of the fund+234%
- Nebius GroupNBIS0.6% of the fund+104%
- ARM HoldingsARM0.6% of the fund+176%
- Micron TechnologyMU0.6% of the fund+151%
- DatadogDDOG0.6% of the fund+172%
- Palo Alto NetworksPANW0.6% of the fund+143%
- Palantir TechnologiesPLTR0.5% of the fund+358%
- Arista NetworksANET0.5% of the fund+147%
- ServiceNowNOW0.5% of the fund+216%
- FlexFLEX0.5% of the fund+76%
- TE ConnectivityTEL0.5% of the fund+192%
Cut
Sold some of their stake.
- KanzhunBZ6.3% of the fund-3%
- TAL ED GroupTAL5.9% of the fund-9%
- Vipshop HldgsVIPS4.9% of the fund-10%
- JoyyJOYY2.5% of the fund-8%
- Qfin HoldingsQFIN1.9% of the fund-32%
- AutohomeATHM1.7% of the fund-10%
- WeiboWB0.9% of the fund-8%
- Credo Technology Group HoldingCRDO0.3% of the fund-16%
- SynopsysSNPS<0.1% of the fund-54%
- AlbemarleALB<0.1% of the fund-26%
- Intuitive SurgicalISRG<0.1% of the fund-8%
- SeaSE<0.1% of the fund-21%
- lululemon athleticaLULU<0.1% of the fund-16%
- AlphabetGOOG<0.1% of the fund-5%
- CoupangCPNG<0.1% of the fund-10%
- JPMorgan ChaseJPM<0.1% of the fund-10%
- Cisco SystemsCSCO<0.1% of the fund-28%
- Southern CopperSCCO<0.1% of the fund-7%
- AbbVieABBV<0.1% of the fund-13%
- Goldman Sachs GroupGS<0.1% of the fund-19%
- Simon Property GroupSPG<0.1% of the fund-4%
- Philip Morris InternationalPM<0.1% of the fund-6%
- Price T Rowe GroupTROW<0.1% of the fund-14%
- American Homes 4 RentAMH<0.1% of the fund-5%
- Vivmark ResidentialVMRK<0.1% of the fund-5%
Sold out
Sold their entire stake.
- Constellation EnergyCEG-100%
- EverpureP-100%
- DuolingoDUOL-100%
- RedditRDDT-100%
- MongoDBMDB-100%
- Unity SoftwareU-100%
- AtlassianTEAM-100%
- FiservFISV-100%
- Best BUYBBY-100%
- Cal-Maine FoodsCALM-100%
- dLocalDLO-100%
- Union PacificUNP-100%
- Constellation BrandsSTZ-100%
- American Electric PowerAEP-100%
- Host Hotels & ResortsHST-100%
- Microvast HoldingsMVST-100%
Holdings
- PDD HoldingsPDD
- Share
- 15.6%
- Value
- $441m
- Shares
- 5,780,324
Held
- Full Truck AllianceYMM
- Share
- 8.2%
- Value
- $230m
- Shares
- 28,352,796
Held
- Tencent Music Entmt GroupTME
- Share
- 6.7%
- Value
- $188m
- Shares
- 22,543,908
+26%
- Kraneshares TrustKCSH
- Share
- 6.0%
- Value
- $168m
- Shares
- 6,721,400
Held
- TAL ED GroupTAL
- Share
- 5.9%
- Value
- $166m
- Shares
- 17,323,005
-9%
- Vipshop HldgsVIPS
- Share
- 4.9%
- Value
- $137m
- Shares
- 10,317,325
-10%
- Kraneshares TrustKWEB
- Share
- 3.7%
- Value
- $104m
- Shares
- 4,548,900
+9%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.6%
- Value
- $101m
- Shares
- 135,100
+12%
- JoyyJOYY
- Share
- 2.5%
- Value
- $71m
- Shares
- 1,081,062
-8%
- Qfin HoldingsQFIN
- Share
- 1.9%
- Value
- $54m
- Shares
- 3,427,863
-32%
- AutohomeATHM
- Share
- 1.7%
- Value
- $47m
- Shares
- 2,477,283
-10%
- WeiboWB
- Share
- 0.9%
- Value
- $26m
- Shares
- 3,522,391
-8%
- ARM HoldingsARM
- Share
- 0.6%
- Value
- $17m
- Shares
- 48,236
+176%
- Kraneshares TrustKLIP
- Share
- <0.1%
- Value
- $2m
- Shares
- 75,000
New
- SeaSE
- Share
- <0.1%
- Value
- $2m
- Shares
- 15,713
-21%
- Legend BiotechLEGN
- Share
- <0.1%
- Value
- $909,373
- Shares
- 31,488
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| PDD HoldingsPDD | 15.6% | $441m | 5,780,324 | Held |
| Full Truck AllianceYMM | 8.2% | $230m | 28,352,796 | Held |
| Tencent Music Entmt GroupTME | 6.7% | $188m | 22,543,908 | +26% |
| KanzhunBZ | 6.3% | $178m | 13,815,013 | -3% |
| Kraneshares TrustKCSH | 6.0% | $168m | 6,721,400 | Held |
| TAL ED GroupTAL | 5.9% | $166m | 17,323,005 | -9% |
| Vipshop HldgsVIPS | 4.9% | $137m | 10,317,325 | -10% |
| Kraneshares TrustKWEB | 3.7% | $104m | 4,548,900 | +9% |
| State STR Spdr S&P 500 ETF TSPY | 3.6% | $101m | 135,100 | +12% |
| JoyyJOYY | 2.5% | $71m | 1,081,062 | -8% |
| Qfin HoldingsQFIN | 1.9% | $54m | 3,427,863 | -32% |
| AutohomeATHM | 1.7% | $47m | 2,477,283 | -10% |
| NvidiaNVDA | 1.5% | $43m | 215,758 | +157% |
| TeslaTSLA | 1.1% | $32m | 76,460 | +133% |
| AlphabetGOOGL | 1.0% | $28m | 78,073 | +282% |
| Advanced Micro DevicesAMD | 1.0% | $28m | 47,825 | +129% |
| MicrosoftMSFT | 1.0% | $28m | 74,010 | +203% |
| Astera LabsALAB | 0.9% | $26m | 53,168 | +188% |
| Meta PlatformsMETA | 0.9% | $26m | 45,508 | +308% |
| WeiboWB | 0.9% | $26m | 3,522,391 | -8% |
| Amazon.comAMZN | 0.9% | $25m | 105,551 | +223% |
| AppleAAPL | 0.9% | $24m | 83,806 | +251% |
| BroadcomAVGO | 0.8% | $22m | 58,002 | +175% |
| SnowflakeSNOW | 0.7% | $20m | 78,007 | +384% |
| Texas InstrumentsTXN | 0.7% | $19m | 63,100 | +234% |
| Nebius GroupNBIS | 0.6% | $18m | 65,175 | +104% |
| ARM HoldingsARM | 0.6% | $17m | 48,236 | +176% |
| Micron TechnologyMU | 0.6% | $17m | 14,468 | +151% |
| DatadogDDOG | 0.6% | $16m | 62,319 | +172% |
| Palo Alto NetworksPANW | 0.6% | $16m | 45,554 | +143% |
| Palantir TechnologiesPLTR | 0.5% | $14m | 119,238 | +358% |
| Arista NetworksANET | 0.5% | $14m | 80,578 | +147% |
| ServiceNowNOW | 0.5% | $14m | 136,186 | +216% |
| FlexFLEX | 0.5% | $13m | 80,555 | +76% |
| TE ConnectivityTEL | 0.5% | $13m | 63,377 | +192% |
| SandiskSNDK | 0.4% | $13m | 5,518 | +1739% |
| Riot PlatformsRIOT | 0.4% | $12m | 437,926 | +170% |
| Hut 8HUT | 0.4% | $12m | 103,489 | +145% |
| GlobalfoundriesGFS | 0.4% | $12m | 144,942 | New |
| OracleORCL | 0.4% | $12m | 79,506 | +225% |
| EatonETN | 0.4% | $11m | 26,882 | New |
| CloudflareNET | 0.4% | $11m | 45,814 | +182% |
| Cadence Design SystemsCDNS | 0.4% | $11m | 29,716 | +355% |
| TerawulfWULF | 0.4% | $11m | 436,619 | +160% |
| TeradyneTER | 0.4% | $10m | 21,617 | New |
| NextEra EnergyNEE | 0.4% | $10m | 115,384 | +248% |
| Applied DigitalAPLD | 0.4% | $10m | 270,730 | +298% |
| NutanixNTNX | 0.4% | $10m | 198,071 | New |
| SanminaSANM | 0.3% | $10m | 38,774 | New |
| RobloxRBLX | 0.3% | $10m | 175,950 | +387% |
| NetflixNFLX | 0.3% | $9m | 127,211 | +238% |
| CoreWeaveCRWV | 0.3% | $9m | 91,146 | +186% |
| MP MaterialsMP | 0.3% | $9m | 158,999 | +70% |
| Mobileye GlobalMBLY | 0.3% | $9m | 908,832 | +93% |
| Tempus AITEM | 0.3% | $8m | 143,881 | +268% |
| AmphenolAPH | 0.3% | $8m | 46,067 | +60% |
| Regal RexnordRRX | 0.3% | $8m | 33,722 | +108% |
| Vertiv HoldingsVRT | 0.3% | $8m | 23,818 | +101% |
| NovantaNOVT | 0.3% | $8m | 48,585 | +92% |
| MoogMOG-A | 0.3% | $8m | 18,577 | +78% |
| Teledyne TechnologiesTDY | 0.3% | $8m | 11,694 | +137% |
| SalesforceCRM | 0.3% | $8m | 49,379 | +219% |
| JabilJBL | 0.3% | $8m | 19,548 | +60% |
| CienaCIEN | 0.3% | $7m | 15,281 | +102% |
| AptivAPTV | 0.3% | $7m | 122,067 | +182% |
| RBC BearingsRBC | 0.3% | $7m | 11,544 | +110% |
| TwilioTWLO | 0.3% | $7m | 35,431 | +73% |
| Sensata Technologies HoldingST | 0.3% | $7m | 150,702 | +74% |
| Credo Technology Group HoldingCRDO | 0.3% | $7m | 26,220 | -16% |
| Analog DevicesADI | 0.3% | $7m | 17,911 | +87% |
| NXP SemiconductorsNXPI | 0.2% | $7m | 24,458 | +59% |
| SamsaraIOT | 0.2% | $7m | 207,328 | +173% |
| ZscalerZS | 0.2% | $6m | 44,808 | +415% |
| Circle Internet GroupCRCL | 0.2% | $5m | 78,731 | +221% |
| FortinetFTNT | 0.2% | $5m | 30,590 | +27% |
| CrowdStrike HoldingsCRWD | 0.1% | $4m | 5,431 | +25% |
| ON SemiconductorON | 0.1% | $3m | 36,800 | New |
| Rivian AutomotiveRIVN | 0.1% | $3m | 182,296 | +47% |
| O'Reilly AutomotiveORLY | <0.1% | $2m | 24,702 | +29% |
| Aurora InnovationAUR | <0.1% | $2m | 331,797 | Held |
| AutozoneAZO | <0.1% | $2m | 700 | +40% |
| DoorDashDASH | <0.1% | $2m | 11,451 | +48% |
| Super Micro ComputerSMCI | <0.1% | $2m | 69,000 | +82% |
| Uber TechnologiesUBER | <0.1% | $2m | 27,600 | +29% |
| First SolarFSLR | <0.1% | $2m | 8,400 | +2% |
| SynopsysSNPS | <0.1% | $2m | 4,424 | -54% |
| AlbemarleALB | <0.1% | $2m | 13,655 | -26% |
| Intuitive SurgicalISRG | <0.1% | $2m | 4,344 | -8% |
| Kraneshares TrustKLIP | <0.1% | $2m | 75,000 | New |
| AdobeADBE | <0.1% | $2m | 8,050 | +31% |
| WorkdayWDAY | <0.1% | $2m | 13,225 | +53% |
| Fair IsaacFICO | <0.1% | $2m | 1,300 | Held |
| SeaSE | <0.1% | $2m | 15,713 | -21% |
| MercadoLibreMELI | <0.1% | $1m | 819 | +11% |
| lululemon athleticaLULU | <0.1% | $1m | 10,300 | -16% |
| Boston ScientificBSX | <0.1% | $1m | 27,000 | +36% |
| AlphabetGOOG | <0.1% | $1m | 3,196 | -5% |
| CoupangCPNG | <0.1% | $1m | 59,828 | -10% |
| Trade DeskTTD | <0.1% | $1m | 57,300 | +43% |
| Legend BiotechLEGN | <0.1% | $909,373 | 31,488 | Held |
Showing the largest 100 of 185.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.9% since 30 June 2025.
Where the money is
Technology28.2%
Retail & consumer2.8%
Media & telecom2.3%
Industrials2.0%
Financial services1.6%
Materials0.4%
Utilities0.4%
Health care0.3%
Real estate0.2%
Everyday goods0.1%
Energy0.0%
Other61.8%
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.