§ 13F · FUND PROFILE
Guinness Atkinson Asset Management Inc.
AUM · $223M (13F)Positions · 107Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 26K | $12M | 5.5% | ±0% |
| 2 | AVGO | BROADCOM INC | 28K | $11M | 4.8% | −1% |
| 3 | AMAT | APPLIED MATLS INC | 14K | $10M | 4.6% | −21% |
| 4 | KLAC | KLA CORP | 33K | $10M | 4.5% | +698% |
| 5 | LRCX | LAM RESEARCH CORP | 21K | $9M | 4.0% | −21% |
| 6 | APH | AMPHENOL CORP | 50K | $9M | 4.0% | −4% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 14K | $8M | 3.7% | NEW |
| 8 | GOOGL | ALPHABET INC | 20K | $7M | 3.2% | −2% |
| 9 | AMZN | AMAZON COM INC | 30K | $7M | 3.2% | −2% |
| 10 | NVDA | NVIDIA CORPORATION | 35K | $7M | 3.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUINNESS SIGNAL
AC read
Guinness Atkinson Asset Management Inc is a Other fund managing $223 million in assets. The fund runs a portfolio of 107 positions.
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