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Taikang Asset Management (hong Kong) Co. LTD

CIK:0001755911
Asset Manager
$201B AUM
100 holdings
Hong Kong, Hong Kong
Founded:2007
3,520 employees
Latest filing:Jun 30, 2025

Taikang Asset Management (Hong Kong) Co., Ltd. is a wholly-owned subsidiary of Taikang Asset Management, specializing in asset management services. It offers a wide range of investment products, including fixed income, equities, and offshore assets.

Investment Strategy

Extensive investment experience across multiple sectors and asset classes, including fixed income, equities, overseas investments, infrastructure, and real estate.

Latest 13F Filing Activity

Taikang Asset Management (hong Kong) Co. LTD filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $777M. The fund increased holdings in Amazon Com Inc., Nvidia Corporation, Vanguard Index FDS among other positions. Taikang Asset Management (hong Kong) Co. LTD reduced exposure to Vnet Group Inc., PDD Holdings Inc., Futu HLDGS LTD among others.

Top Buys
A
AMZNAMAZON COM INC
+$16.5M
N
NVDANVIDIA CORPORATION
+$14.4M
V
VOOVANGUARD INDEX FDS
+$9.9M
P
PMPHILIP MORRIS INTL INC
+$8.3M
T
TSLATESLA INC
+$8.1M
Top Sells
V
VNETVNET GROUP INC
-$27.2M
P
PDDPDD HOLDINGS INC
-$8.7M
F
FUTUFUTU HLDGS LTD
-$6.4M
Y
YMMFULL TRUCK ALLIANCE CO LTD
-$5.5M
M
MSCIMSCI INC
-$5.3M

Top Holdings

V
VOOVANGUARD INDEX FDS
+6.6%$51.6M
A
AAPLAPPLE INC
+6.2%$48.1M
T
TSLATESLA INC
+5.7%$44.1M
N
NVDANVIDIA CORPORATION
+5.4%$42.2M
A
AMZNAMAZON COM INC
+4.9%$38.0M

Equity Positions (100)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VOO
VANGUARD INDEX FDS6.65%$51.6M90,905$508.59$568.03+$9.9M
A
AAPL
APPLE INC6.19%$48.1M234,375$156.63$205.17-$4.0M
T
TSLA
TESLA INC5.68%$44.1M138,900$77.79$317.66+$8.1M
N
NVDA
NVIDIA CORPORATION5.43%$42.2M266,888$106.52$157.99+$14.4M
A
AMZN
AMAZON COM INC4.89%$38.0M173,085$188.79$219.39+$16.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+13.5%
SERVICES-BUSINESS SERVICES, NEC
+12.8%
SEMICONDUCTORS & RELATED DEVICES
+7.7%
ELECTRONIC COMPUTERS
+6.2%
MOTOR VEHICLES & PASSENGER CAR BODIES
+5.7%