BOCHK Asset Management Ltd

data from 30/09/2025

Capitalization

$ 379.275 M 9.90 %

Average holding period

3 ans

Performance

$ 191.544 M 91.95 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BOCHK Asset Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 56.56% 214.510 M $ 322000 2025/06/30 16.843 M $ 7.82 %
2025/09/30 VOO VANGUARD INDEX FDS 19.21% 72.873 M $ 119000 2025/06/30 6.209 M $ 7.81 %
2025/09/30 TSLA TESLA INC 1.61% 6.093 M $ 13700 2023/12/31 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 1.50% 5.687 M $ 10980 2023/12/31 41.080 K $ 4.13 %
2025/09/30 COIN COINBASE GLOBAL INC 1.18% 4.485 M $ 13290 2024/09/30 -44.850 K $ -3.71 %
2025/09/30 GOOGL ALPHABET INC 0.97% 3.695 M $ 15200 2025/06/30 200.610 K $ 37.94 %
2025/09/30 AAPL APPLE INC 0.90% 3.412 M $ 13400 2023/12/31 173.110 K $ 24.11 %
2025/09/30 AVGO BROADCOM INC 0.89% 3.365 M $ 10200 2023/12/31 135.650 K $ 19.68 %
2025/09/30 ORCL ORACLE CORP 0.77% 2.933 M $ 10430 2024/12/31 440.899 K $ 28.64 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.70% 2.651 M $ 9493 2023/12/31 395.630 K $ 23.31 %
2025/09/30 ANET ARISTA NETWORKS INC 0.67% 2.550 M $ 17500 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.59% 2.222 M $ 10120 2023/12/31 540.000 $ 0.08 %
2025/09/30 ASML ASML HOLDING N V 0.52% 1.985 M $ 2050 2025/09/30 0.000 $ 0.00 %
2025/09/30 CAT CATERPILLAR INC 0.50% 1.909 M $ 4000 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.48% 1.817 M $ 2474 2023/12/31 -9.252 K $ -0.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.46% 1.735 M $ 5500 2023/12/31 76.559 K $ 8.80 %
2025/09/30 SHOP SHOPIFY INC 0.43% 1.620 M $ 10900 2023/12/31 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.42% 1.605 M $ 8600 2023/12/31 114.360 K $ 18.10 %
2025/09/30 CCJ CAMECO CORP 0.40% 1.535 M $ 18300 2025/06/30 102.077 K $ 12.97 %
2025/09/30 ZS ZSCALER INC 0.40% 1.518 M $ 5065 2024/12/31 0.000 $ 0.00 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.40% 1.515 M $ 13900 2024/12/31 71.399 K $ 19.59 %
2025/09/30 AAOI APPLIED OPTOELECTRONICS INC 0.39% 1.475 M $ 56900 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRCL CIRCLE INTERNET GROUP INC 0.39% 1.465 M $ 11050 2025/09/30 0.000 $ 0.00 %
2025/09/30 VST VISTRA CORP 0.38% 1.451 M $ 7405 2024/03/31 0.000 $ 0.00 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.38% 1.430 M $ 4345 2023/12/31 5.048 K $ 1.96 %
2025/09/30 BIDU BAIDU INC 0.36% 1.384 M $ 10500 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNOW SNOWFLAKE INC 0.34% 1.286 M $ 5700 2024/12/31 1.970 K $ 0.80 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.34% 1.278 M $ 15200 2025/06/30 128.063 K $ 8.62 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.33% 1.262 M $ 3800 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.33% 1.258 M $ 3600 2025/06/30 13.887 K $ 5.23 %
2025/09/30 ABBV ABBVIE INC 0.33% 1.250 M $ 5400 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.33% 1.239 M $ 1775 2025/03/31 -44.030 K $ -9.04 %
2025/09/30 VNET VNET GROUP INC 0.32% 1.198 M $ 116000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FSLR FIRST SOLAR INC 0.31% 1.191 M $ 5400 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 0.30% 1.138 M $ 1850 2024/06/30 107.187 K $ 16.21 %
2025/09/30 GRAB GRAB HOLDINGS LIMITED 0.30% 1.128 M $ 187400 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.29% 1.118 M $ 16250 2024/12/31 0.000 $ 0.00 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.29% 1.102 M $ 7700 2024/12/31 683.790 K $ 52.92 %
2025/09/30 U UNITY SOFTWARE INC 0.29% 1.101 M $ 27500 2025/09/30 0.000 $ 0.00 %
2025/09/30 FUTU FUTU HLDGS LTD 0.29% 1.087 M $ 6250 2023/12/31 196.247 K $ 40.72 %
2025/09/30 ALAB ASTERA LABS INC 0.28% 1.057 M $ 5400 2025/09/30 0.000 $ 0.00 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.28% 1.057 M $ 40000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TLN TALEN ENERGY CORP 0.27% 1.021 M $ 2400 2025/09/30 0.000 $ 0.00 %
2025/09/30 BILI BILIBILI INC 0.27% 1.014 M $ 36100 2025/09/30 0.000 $ 0.00 %
2025/09/30 OKLO OKLO INC 0.26% 1.005 M $ 9000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PDD PDD HOLDINGS INC 0.26% 991.275 K $ 7500 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.25% 931.722 K $ 1900 2025/03/31 -18.930 K $ -3.72 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.24% 911.121 K $ 9300 2025/09/30 0.000 $ 0.00 %
2025/09/30 TER TERADYNE INC 0.23% 873.326 K $ 6345 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.18% 687.298 K $ 2822 2023/12/31 113.927 K $ 37.30 %
2025/09/30 GDS GDS HLDGS LTD 0.17% 650.160 K $ 16800 2025/09/30 0.000 $ 0.00 %
2025/09/30 SONY SONY GROUP CORP 0.16% 604.590 K $ 21000 2025/09/30 0.000 $ 0.00 %
2025/09/30 APP APPLOVIN CORP 0.11% 431.124 K $ 600 2024/12/31 221.076 K $ 105.25 %
2025/09/30 EWT ISHARES INC 0.11% 413.530 K $ 6500 2023/12/31 52.869 K $ 10.84 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.10% 393.642 K $ 1140 2025/09/30 0.000 $ 0.00 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.10% 375.982 K $ 2447 2025/03/31 -8.504 K $ -3.56 %
2025/09/30 CRWV COREWEAVE INC 0.09% 355.810 K $ 2600 2025/09/30 0.000 $ 0.00 %
2025/09/30 KO COCA COLA CO 0.07% 265.280 K $ 4000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.06% 241.108 K $ 316 2025/06/30 -8.264 K $ -2.12 %
2025/09/30 EWS ISHARES INC 0.06% 240.890 K $ 8500 2025/03/31 18.879 K $ 9.08 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.05% 191.886 K $ 4366 2025/06/30 4.759 K $ 1.57 %
2025/09/30 RDDT REDDIT INC 0.05% 183.992 K $ 800 2025/09/30 0.000 $ 0.00 %
2025/09/30 TCOM TRIP COM GROUP LTD 0.05% 177.698 K $ 2363 2023/12/31 25.883 K $ 28.24 %
2025/09/30 EWY ISHARES INC 0.05% 176.220 K $ 2200 2025/06/30 66.559 K $ 11.59 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.04% 161.790 K $ 1000 2025/09/30 0.000 $ 0.00 %
2025/09/30 URNM SPROTT FDS TR 0.04% 151.075 K $ 2500 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETN EATON CORP PLC 0.04% 149.700 K $ 400 2024/03/31 13.756 K $ 4.83 %
2025/09/30 XYZ BLOCK INC 0.04% 144.540 K $ 2000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FEZ SPDR INDEX SHS FDS 0.03% 124.240 K $ 2000 2025/06/30 19.120 K $ 4.00 %
2025/09/30 YUMC YUM CHINA HLDGS INC 0.03% 107.300 K $ 2500 2024/12/31 -4.474 K $ -4.00 %
2025/09/30 EWA ISHARES INC 0.02% 94.500 K $ 3500 2025/06/30 5.439 K $ 2.58 %
2025/09/30 INDA ISHARES TR 0.02% 78.090 K $ 1500 2024/03/31 -14.479 K $ -6.50 %
2025/09/30 EIDO ISHARES TR 0.02% 70.200 K $ 4000 2025/06/30 -159.000 $ -0.45 %
2025/09/30 XME SPDR SERIES TRUST 0.01% 55.914 K $ 600 2025/09/30 0.000 $ 0.00 %
2025/09/30 TTMI TTM TECHNOLOGIES INC 0.01% 34.560 K $ 600 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNDK SANDISK CORP 0.01% 33.660 K $ 300 2025/09/30 0.000 $ 0.00 %
2025/09/30 PFE PFIZER INC 0.01% 33.124 K $ 1300 2025/09/30 0.000 $ 0.00 %
2025/09/30 IREN IREN LIMITED 0.01% 32.851 K $ 700 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPHE ISHARES TR 0.01% 29.808 K $ 1200 2025/09/30 0.000 $ 0.00 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.01% 29.435 K $ 150 2024/09/30 0.000 $ 0.00 %
2025/09/30 RBLX ROBLOX CORP 0.01% 27.704 K $ 200 2025/09/30 0.000 $ 0.00 %
2025/09/30 HDB HDFC BANK LTD 0.01% 27.328 K $ 800 2025/06/30 -63.765 K $ -55.45 %
2025/09/30 BE BLOOM ENERGY CORP 0.01% 21.143 K $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEM NEWMONT CORP 0.01% 21.078 K $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWM ISHARES INC 0.01% 20.736 K $ 800 2025/09/30 0.000 $ 0.00 %
2025/09/30 PWR QUANTA SVCS INC 0.01% 20.721 K $ 50 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 CPNG COUPANG INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 DLTR DOLLAR TREE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 INTU INTUIT 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 DASH DOORDASH INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 NET CLOUDFLARE INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 SE SEA LTD 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %