China Universal Asset Management Co., Ltd.
SEC Form 13F institutional filer · CIK 0001906594
13F-HR · 152 reported holdings · 2026-03-31
China Universal Asset Management Co., Ltd. is an asset manager.
Reported long-US-equity value
$0.92B
Top-10 concentration
44.6%
China Universal Asset Management Co., Ltd. — $921M AUM allocation strategy
China Universal Asset Management Co., Ltd. files SEC Form 13F and reports $921M of long US equity value across 152 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.8%, followed by Communication Services 12.9% and Health Care 8.7%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
China Universal Asset Management Co., Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$921M
total across 152 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WMT +139K sh · +$17.4M+$INTC +52.4K sh · +$3.56M+$KO +38.7K sh · +$3.01M
Biggest trims (shares)
−$NKE −38.9K sh · −$2.49M−$APH −25.8K sh · −$3.68M−$GILD −18.4K sh · +$361K
Exited to nil (held last quarter, gone now)
$NOW ($2.5M last qtr)$LOW ($1.36M last qtr)$AXP ($537K last qtr)$DIS ($537K last qtr)$HUM ($411K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors15.7%—
- Interactive Media & Services10.8%—
- Biotechnology8.7%—
- Technology Hardware, Storage & Peripherals6.7%—
- Systems Software5.4%—
- Broadline Retail4.6%—
- Consumer Staples Merchandise Retail3.7%—
- Automobile Manufacturers2.5%—
- Other holdings41.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 464K | $80.9M | +5.63K | 8.8% |
| $AAPL | Apple Inc | 244K | $62M | +1.22K | 6.7% |
| $MSFT | Microsoft Corporation | 134K | $49.6M | -10.3K | 5.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 170K | $48.8M | -4.17K | 5.3% |
| $AMZN | Amazon.com Inc | 203K | $42.3M | -11K | 4.6% |
| $META | Meta Platforms Inc | 53.5K | $30.6M | -1.21K | 3.3% |
| $AVGO | Broadcom Inc | 97.2K | $30.1M | -18K | 3.3% |
| $TSLA | Tesla Inc | 60.7K | $22.6M | +6.19K | 2.5% |
| $AMGN | Amgen Inc | 62.4K | $22M | -9.12K | 2.4% |
| $GILD | Gilead Sciences Inc | 158K | $22M | -18.4K | 2.4% |
…and 142 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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