§ 13F · FUND PROFILE
Q Fund Management (Hong Kong) Ltd.
AUM · $110M (13F)Positions · 26Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$52M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | 65K | $19M | 17.8% | NEW |
| 2 | INTC | INTEL CORP | 117K | $16M | 14.9% | −50% |
| 3 | SNDK | SANDISK CORP | 7K | $15M | 13.7% | −84% |
| 4 | ALAB | ASTERA LABS INC | 29K | $14M | 12.6% | NEW |
| 5 | MU | MICRON TECHNOLOGY | 11K | $12M | 11.2% | −66% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 19K | $11M | 10.1% | NEW |
| 7 | BE | BLOOM ENERGY CORP | 27K | $8M | 7.5% | +535% |
| 8 | AMAT | APPLIED MATLS IN | 8K | $6M | 5.5% | NEW |
| 9 | IEF | ISHARES TR | 25K | $2M | 2.2% | −50% |
| 10 | MPTI | M-TRON INDS INC | 10K | $992K | 0.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE Q SIGNAL
AC read
Q Fund Management (Hong Kong) Ltd is a Other fund managing $110 million in assets. The fund runs a focused portfolio of just 26 positions.
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