Fourier Capital Management Ltd
HONG KONG K3 · SEC CIK 0002107705
$1.00亿2026Q1 申报市值
14持仓数
87.4%前十大占比 · 第一大 16.6%
7 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$1,185.15万
Q 新建仓+$880.52万
MKSI 加仓+$631.91万
GRAB 新建仓+$558.22万
SNDK 新建仓+$557.83万
2026Q1 卖出最多 按季末市值估算
AMKR 清仓-$1,021.75万
GOOGL 清仓-$743.06万
MSFT 清仓-$742.99万
SNPS 减仓-$376.77万
CSCO 清仓-$357.26万
2026Q1 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 | $1,659.26万 | 16.57% | 95,141 | 67,956 | 250.0% | $1,185.15万 | 加仓 |
| MKSI | MKS INC. | $1,632.29万 | 16.30% | 71,028 | 27,497 | 63.2% | $631.91万 | 加仓 |
| BZ | KANZHUN LIMITED | $1,010.17万 | 10.09% | 754,424 | 283,114 | 60.1% | $379.09万 | 加仓 |
| AVGO | BROADCOM INC | $953.20万 | 9.52% | 30,797 | 9,866 | 47.1% | $305.36万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $880.52万 | 8.79% | 76,315 | 76,315 | — | $880.52万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $558.22万 | 5.57% | 1,525,195 | 1,525,195 | — | $558.22万 | 新建仓 |
| SNDK | SANDISK CORP | $557.83万 | 5.57% | 8,780 | 8,780 | — | $557.83万 | 新建仓 |
| AMZN | AMAZON COM INC | $537.96万 | 5.37% | 25,830 | 20,468 | 381.7% | $426.29万 | 加仓 |
| GLW | CORNING INC | $485.24万 | 4.85% | 35,687 | 35,687 | — | $485.24万 | 新建仓 |
| SNPS | SYNOPSYS INC | $479.11万 | 4.78% | 12,084 | -9,503 | -44.0% | -$376.77万 | 减仓 |
| INTC | INTEL CORP | $441.51万 | 4.41% | 100,047 | 6,747 | 7.2% | $29.77万 | 加仓 |
| ENTG | ENTEGRIS INC | $428.47万 | 4.28% | 36,546 | 36,546 | — | $428.47万 | 新建仓 |
| COHR | COHERENT CORP | $215.51万 | 2.15% | 9,047 | 9,047 | — | $215.51万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $174.04万 | 1.74% | 13,872 | 13,872 | — | $174.04万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -258,802 | -100.0% | -$1,021.75万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -23,740 | -100.0% | -$743.06万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -15,363 | -100.0% | -$742.99万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -46,379 | -100.0% | -$357.26万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -17,811 | -100.0% | -$288.56万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -6,599 | -100.0% | -$243.23万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -8,060 | -100.0% | -$176.80万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -17,913 | -100.0% | -$155.65万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -11,547 | -100.0% | -$130.60万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -4,737 | -100.0% | -$127.09万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -9,370 | -100.0% | -$122.43万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -2,810 | -100.0% | -$80.20万 | 清仓 |