Funde Sino Life Insurance Co Ltd.

AUM · $614M (13F)Positions · 14Turnover · n/a · Q2Filed · Jul 30, 2026

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CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$20M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED JUL 30, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	MU	MICRON TECHNOLOGY INC	213K	$246M	40.1%	—
2	AXTI	AXT INC	325K	$23M	3.8%	—
3	AAOI	APPLIED OPTOELECTRONICS INC	120K	$18M	2.9%	NEW
4	INTC	INTEL CORP	90K	$13M	2.0%	—
5	MRVL	MARVELL TECHNOLOGY INC	14K	$4M	0.7%	—
6	POET	POET TECHNOLOGIES INC	201K	$2M	0.3%	NEW
7	SNDK	SANDISK CORP	389	$884K	0.1%	—

§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending

§ 03 · THE FUNDE SIGNAL

AC read

Funde Sino Life Insurance Co Ltd is a Income / Defensive fund managing $614 million in assets. The fund runs a focused portfolio of just 14 positions.

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