Fund Resources Investment Holding Group Co Ltd
Fund Resources Investment Holding Group Co Ltd reported 7 US-listed holdings worth $817.0 million in its 13F for the quarter ended 30 June 2026, filed 29 July 2026. Its largest: Micron Technology Inc. (76.7%), Intel Corp. (6.9%) and Marvell Technology, Inc. (6.7%). Against the quarter before, it opened 7 positions, added to 0, trimmed 0 and sold out of 1.
The 7 largest of its 7 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +41.6% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 7
- Micron Technology Inc. MU$626.8 million
- Intel Corp. INTC$56.4 million
- Marvell Technology, Inc. MRVL$54.8 million
- Axt Inc. AXTI$38.7 million
- Sandisk Corp. SNDK$29.6 million
- Applied Optoelectronics, Inc. AAOI$7.4 million
- Space Exploration Techn Corp. Class A Com STK SPCX$3.4 million
Sold out of 1
- Bitdeer Technologies Group BTDR$81.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Micron Technology Inc. MU | 543.0K | $626.8 million | 76.71% | new |
| Intel Corp. INTC | 403.8K | $56.4 million | 6.90% | new |
| Marvell Technology, Inc. MRVL | 184.0K | $54.8 million | 6.71% | new |
| Axt Inc. AXTI | 536.7K | $38.7 million | 4.73% | new |
| Sandisk Corp. SNDK | 13.0K | $29.6 million | 3.62% | new |
| Applied Optoelectronics, Inc. AAOI | 50.0K | $7.4 million | 0.91% | new |
| Space Exploration Techn Corp. Class A Com STK SPCX | 20.0K | $3.4 million | 0.42% | new |