1y return+16.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $216 against $157 in the S&P 500.2
BOCHK Asset Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $42.1M | 6.6% | +5.5% |
| AAPLApple Inc | $38.2M | 6.0% | +10.6% |
| MSFTMicrosoft Corp | $36.9M | 5.8% | +9.7% |
| GOOGLAlphabet Inc | $32.0M | 5.0% | +12.4% |
| FLTWFranklin Templeton Etf Tr | $28.1M | 4.4% | −16.3% |
| AMZNAmazon Com Inc | $21.2M | 3.3% | +6.1% |
| MUMicron Technology Inc | $18.6M | 2.9% | +275.4% |
| HOODRobinhood Mkts Inc | $15.4M | 2.4% | +100.6% |
| AMDAdvanced Micro Devices Inc | $13.6M | 2.1% | +46.7% |
| INTCIntel Corp | $13.3M | 2.1% | +1859.8% |
| BRK/BBerkshire Hathaway Inc Del | $13.2M | 2.1% | +30.8% |
| METAMeta Platforms Inc | $12.1M | 1.9% | +6.9% |
| TSLATesla Inc | $11.4M | 1.8% | −19.4% |
| JPMJpmorgan Chase & Co. | $11.0M | 1.7% | +97.1% |
| BBCAJ P Morgan Exchange Traded F | $11.0M | 1.7% | |
| ABBVAbbvie Inc | $10.5M | 1.7% | New |
| AVGOBroadcom Inc | $10.2M | 1.6% | −19.9% |
| EWAIshares Inc | $9.3M | 1.5% | |
| SNOWSnowflake Inc | $8.6M | 1.4% | New |
| CATCaterpillar Inc | $8.5M | 1.3% | +103.3% |
| MSMorgan Stanley | $8.3M | 1.3% | +49.6% |
| UNHUnitedhealth Group Inc | $8.3M | 1.3% | +203.1% |
| GSGoldman Sachs Group Inc | $8.1M | 1.3% | +19.0% |
| LLYEli Lilly & Co | $7.9M | 1.3% | +65.3% |
| AMATApplied Matls Inc | $7.8M | 1.2% | +124.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | December 31, 2023 | +359.2% | $6.3M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $42.1M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $13.6M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $7.8M |
| HOODRobinhood Mkts Inc | December 31, 2024 | +169.1% | $15.4M |
| CATCaterpillar Inc | September 30, 2025 | +123.2% | $8.5M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $7.0M |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $32.0M |
| JPMJpmorgan Chase & Co. | December 31, 2023 | +92.4% | $11.0M |
| FLTWFranklin Templeton Etf Tr | December 31, 2025 | +73.5% | $28.1M |
Sold off last quarter
- SBUXStarbucks Corp was $6.0M
- LNGCheniere Energy Inc was $5.7M
- GGGGraco Inc was $5.5M
- COPConocophillips was $5.3M
- OXYOccidental Pete Corp was $4.4M
- EQTEqt Corp was $4.3M
- KRKroger Co was $3.8M
- TRGPTarga Res Corp was $3.4M
- BMYBristol-myers Squibb Co was $3.2M
- Spotify Technology S ACUSIP L8681T102 was $3.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −5.7% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +8.3% | +7.8% |
| June 30, 2025 | +49.8% | +10.5% |
| March 31, 2025 | −15.9% | −4.6% |
| December 31, 2024 | +7.6% | +2.1% |
| September 30, 2024 | +2.5% | +5.4% |
| June 30, 2024 | +10.1% | +4.0% |
| March 31, 2024 | +21.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: BOCHK Asset Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010854&type=13F-HR&dateb=&owner=include&count=40CIK 2010854
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010854/000121390026083899/Filed July 31, 2026 · accession 0001213900-26-083899