China Universal Asset Management Co., Ltd.
Annual return '25
+25.3%
SPY '25
+17.7%
Alpha
+7.6ptsvs SPY
Invested
$1.3B
Holdings
501
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Sold 10.4% (199.8k → 178.9k shares)
6.1%
02
$AAPL
APPLE INC
Q4 2025: New position (95.3k shares)
4.7%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 8.4% (92.2k → 84.5k shares)
3.8%
04
$GOOGL
ALPHABET INC-CL A
Q1 2026: Sold 20.2% (57.1k → 45.5k shares)
3.7%
05
$AMZN
AMAZON.COM INC
Q1 2026: Sold 1.2% (79.6k → 78.6k shares)
3.2%
06
$IAU
ISHARES GOLD TRUST
Q1 2026: Exited (was 678 shares)
2.6%
07
$GQ9
SPDR GOLD SHARES
Q4 2025: New position (4.0k shares)
2.5%
08
$GLDM
SPDR GOLD MINISHARES TRUST
Q1 2026: Increased +38.1% (6.4k → 8.9k shares)
2.5%
09
$META
META PLATFORMS INC-CLASS A
Q1 2026: Increased +1165.4% (2.0k → 25.7k shares)
2.3%
10
$AVGO
BROADCOM INC
Q1 2026: Sold 11.3% (46.6k → 41.4k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.