Fourier Capital Management Ltd
HONG KONG K3 · SEC CIK 0002107705
$6,399.09万2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 20.8%
6 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ADI 新建仓+$994.32万
AEIS 新建仓+$946.23万
INIO 新建仓+$590.60万
QCOM 新建仓+$438.23万
GNRC 新建仓+$192.67万
2026Q2 卖出最多 按季末市值估算
MKSI 减仓-$1,831.24万
NVDA 清仓-$1,659.26万
TER 重新持有-$1,551.43万
AVGO 清仓-$953.20万
Q 清仓-$880.52万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -95,141 | -100.0% | -$1,659.26万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -30,797 | -100.0% | -$953.20万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -76,315 | -100.0% | -$880.52万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -1,525,195 | -100.0% | -$558.22万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -8,780 | -100.0% | -$557.83万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -25,830 | -100.0% | -$537.96万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -35,687 | -100.0% | -$485.24万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -12,084 | -100.0% | -$479.11万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -100,047 | -100.0% | -$441.51万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -36,546 | -100.0% | -$428.47万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -9,047 | -100.0% | -$215.51万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -13,872 | -100.0% | -$174.04万 | 清仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $184.74万 | 2.89% | 12,956 | 12,956 | — | $184.74万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $192.67万 | 3.01% | 6,580 | 6,580 | — | $192.67万 | 新建仓 |
| QCOM | QUALCOMM INC | $438.23万 | 6.85% | 23,715 | 23,715 | — | $438.23万 | 新建仓 |
| TER | TERADYNE INC | $576.93万 | 9.02% | 11,924 | -32,065 | -72.9% | -$1,551.43万 | 重新持有 |
| INIO | INNIO NV | $590.60万 | 9.23% | 149,330 | 149,330 | — | $590.60万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $946.23万 | 14.79% | 25,377 | 25,377 | — | $946.23万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $994.32万 | 15.54% | 25,035 | 25,035 | — | $994.32万 | 新建仓 |
| BZ | KANZHUN LIMITED | $1,147.29万 | 17.93% | 891,442 | 137,018 | 18.2% | $176.34万 | 加仓 |
| MKSI | MKS INC. | $1,328.08万 | 20.75% | 29,858 | -41,170 | -58.0% | -$1,831.24万 | 减仓 |