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Asset Manager ← All Institutions

Caitong International Asset Management Co., Ltd

Q2 2025 · Filed 2025-07-31
Market Value
$138M
+12.2%
Holdings
2,469
-25
New Purchases
452
Added To
664
Closed
634
Reduced
663
Top 10 Concentration
47.4%
Turnover
44.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLTR 10.28% 0.01% +10.28% $14M
AAPL 10.21% 0.00% +10.21% $14M
PLUG 4.11% 0.00% +4.11% $6M
BBAI 3.93% 0.09% +3.84% $5M
ORCL 3.54% 0.14% +3.40% $5M
MSTR 2.81% 0.00% +2.81% $4M
MSFT 2.71% 0.00% +2.71% $4M
COIN 2.70% 0.00% +2.70% $4M
JOBY 2.05% 0.00% +2.04% $3M
TSLA 5.04% 3.74% +1.30% $7M
SOFI 1.27% 0.00% +1.27% $2M
ONDS 1.16% 0.00% +1.16% $2M
ASTS 1.40% 0.23% +1.16% $2M
HIMS 1.05% 0.00% +1.05% $1M
UNH 1.03% 0.00% +1.03% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORT 0.00% 3.50% -3.50% $0
META 1.74% 3.91% -2.17% $2M
IONQ 0.07% 1.99% -1.92% $94K
VST 0.00% 1.72% -1.72% $4K
AMZN 1.06% 2.58% -1.52% $1M
MELI 0.00% 1.48% -1.48% $0
YNDX 0.01% 1.46% -1.45% $17K
DKNG 0.00% 1.16% -1.16% $0
APP 0.18% 1.32% -1.13% $255K
COOP 0.03% 0.89% -0.86% $46K
GOOGL 0.00% 0.84% -0.84% $5K
GEV 0.00% 0.74% -0.74% $0
0I4Q.L 0.00% 0.74% -0.74% $0
TSM 0.00% 0.74% -0.74% $0
QUBT 0.00% 0.65% -0.65% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 59 $55M 39.7%
Large Cap 681 $45M 32.4%
Mid Cap 841 $25M 18.1%
Small Cap 715 $11M 7.7%
Micro Cap 173 $3M 2.0%

Portfolio Analytics

Avg Market Cap
$34.8B
Median Market Cap
$3.9B
Avg P/E
34.5
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.12
# Stocks
2,467
# ETFs / Funds
2

Top Holdings (2,469 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PLTR 10.28% 103,769 $14M $136.32 $14M +103,688 +128009.9%
2 AAPL 10.21% 68,502 $14M $205.17 $14M +68,501 +6850100.0%
3 TSLA 5.04% 21,851 $7M $317.66 $2M +4,133 +23.3%
4 PLUG 4.11% 3,795,777 $6M $1.49 $6M +3,794,740 +365934.4%
5 BBAI 3.93% 796,038 $5M $6.79 $5M +757,328 +1956.4%
6 ORCL 3.54% 22,261 $5M $218.63 $5M +21,020 +1693.8%
7 MSTR 2.81% 9,557 $4M $404.23 +9,557 NEW
8 MSFT 2.71% 7,494 $4M $497.41 +7,494 NEW
9 COIN 2.70% 10,614 $4M $350.49 +10,614 NEW
10 JOBY 2.05% 266,743 $3M $10.55 $3M +266,403 +78353.8%
11 META 1.74% 3,244 $2M $738.09 -$2M -5,073 -61.0%
12 ASTS 1.40% 41,114 $2M $46.73 $2M +28,523 +226.5%
13 RDDT 1.28% 11,738 $2M $150.57 $1M +7,340 +166.9%
14 SOFI 1.27% 95,745 $2M $18.21 $2M +95,727 +531816.7%
15 ONDS 1.16% 833,999 $2M $1.92 $2M +833,998 +83399800.0%
16 OKLO 1.07% 26,220 $1M $55.99 $59K -38,931 -59.8%
17 AMZN 1.06% 6,663 $1M $219.39 -$2M -9,976 -60.0%
18 HIMS 1.05% 28,892 $1M $49.85 +28,892 NEW
19 UNH 1.03% 4,557 $1M $311.97 $1M +4,555 +227750.0%
20 HPE 0.95% 64,077 $1M $20.45 $1M +64,012 +98480.0%
21 RKLB 0.94% 36,240 $1M $35.77 +36,240 NEW
22 BRK-B 0.91% 2,571 $1M $485.77 $1M +2,570 +257000.0%
23 SOUN 0.86% 110,831 $1M $10.73 $1M +99,193 +852.3%
24 NKE 0.78% 15,029 $1M $71.04 $977K +13,596 +948.8%
25 JNPR 0.71% 24,493 $978K $39.93 +24,493 NEW
26 QS 0.69% 141,934 $954K $6.72 $952K +141,459 +29780.8%
27 ALT 0.67% 239,630 $927K $3.87 $923K +238,693 +25474.2%
28 SPOT 0.58% 1,037 $796K $767.34 -$474K -1,272 -55.1%
29 PG 0.45% 3,928 $626K $159.32 +3,928 NEW
30 INSM 0.43% 5,857 $589K $100.64 $589K +5,851 +97516.7%
31 EYEN 0.41% 53,773 $558K $10.38 +53,773 NEW
32 GMS 0.39% 4,955 $539K $108.75 +4,955 NEW
33 BA 0.38% 2,524 $529K $209.53 $8K -531 -17.4%
34 FSLR 0.37% 3,072 $509K $165.54 $504K +3,038 +8935.3%
35 MRK 0.36% 6,191 $490K $79.16 +6,191 NEW
36 QSG 0.35% 51,214 $484K $9.45 +51,214 NEW
37 GOOG 0.34% 2,662 $472K $177.39 $409K +2,256 +555.7%
38 PBR 0.33% 36,592 $458K $12.51 $457K +36,535 +64096.5%
39 NFE 0.33% 137,530 $457K $3.32 $436K +135,069 +5488.4%
40 FERG 0.33% 2,064 $449K $217.75 $442K +2,015 +4112.2%
41 IT 0.30% 1,037 $419K $404.22 $62K +186 +21.9%
42 DJT 0.29% 22,084 $398K $18.04 $396K +21,941 +15343.4%
43 XOM 0.27% 3,458 $373K $107.80 $372K +3,449 +38322.2%
44 RUN 0.26% 44,013 $360K $8.18 $360K +43,991 +199959.1%
45 OSCR 0.26% 16,731 $359K $21.44 $314K +13,288 +385.9%
46 APLD 0.26% 35,346 $356K $10.07 $356K +35,274 +48991.7%
47 NFLX 0.25% 259 $347K $1,339.13 -$683K -845 -76.5%
48 CI 0.22% 936 $309K $330.58 +936 NEW
49 CSCO 0.22% 4,381 $304K $69.38 +4,381 NEW
50 HD 0.22% 829 $304K $366.64 +829 NEW
51 MRNA 0.22% 10,940 $302K $27.59 $112K +4,250 +63.5%
52 SMR 0.22% 7,607 $301K $39.56 $72K -8,580 -53.0%
53 QBTS 0.22% 20,441 $299K $14.64 -$687K -109,345 -84.2%
54 CPT 0.21% 2,561 $289K $112.69 $288K +2,560 +256000.0%
55 KVUE 0.21% 13,518 $283K $20.93 $283K +13,516 +675800.0%
56 TJX 0.21% 2,286 $282K $123.49 +2,286 NEW
57 BMY 0.20% 6,060 $281K $46.29 $279K +6,027 +18263.6%
58 ZETA 0.20% 17,518 $271K $15.49 $271K +17,517 +1751700.0%
59 ACHR 0.19% 24,623 $267K $10.85 $237K +20,314 +471.4%
60 CMCSA 0.19% 7,372 $263K $35.69 +7,372 NEW
61 ABT 0.19% 1,892 $257K $136.01 $256K +1,884 +23550.0%
62 SU 0.19% 6,854 $257K $37.45 +6,854 NEW
63 APP 0.18% 727 $255K $350.08 -$1M -5,368 -88.1%
64 QXO 0.18% 11,624 $250K $21.54 $247K +11,408 +5281.5%
65 ZTS 0.18% 1,595 $249K $155.95 $249K +1,594 +159400.0%
66 MO 0.17% 4,089 $240K $58.63 +4,089 NEW
67 EMN 0.17% 3,195 $239K $74.66 $103K +1,654 +107.3%
68 EQT 0.17% 4,045 $236K $58.32 +4,045 NEW
69 INOD 0.16% 4,392 $225K $51.22 -$23K -2,509 -36.4%
70 GS 0.16% 309 $219K $707.75 $218K +308 +30800.0%
71 WM 0.16% 952 $218K $228.82 +952 NEW
72 ULS 0.16% 2,979 $217K $72.86 $207K +2,793 +1501.6%
73 RGTI 0.16% 18,013 $214K $11.86 -$746K -103,168 -85.1%
74 LUNR 0.15% 19,587 $213K $10.87 -$336K -54,062 -73.4%
75 JNJ 0.15% 1,381 $211K $152.75 $210K +1,378 +45933.3%
76 SLB 0.15% 6,144 $208K $33.80 $206K +6,112 +19100.0%
77 BB 0.15% 45,004 $206K $4.58 $204K +44,556 +9945.5%
78 DHR 0.15% 1,041 $206K $197.54 $48K +271 +35.2%
79 HCA 0.15% 523 $200K $383.10 +523 NEW
80 PLD 0.14% 1,838 $193K $105.12 +1,838 NEW
81 HAL 0.14% 9,331 $190K $20.38 $190K +9,313 +51738.9%
82 PDYN 0.14% 21,526 $186K $8.66 $186K +21,510 +134437.5%
83 SNAP 0.13% 21,195 $184K $8.69 $181K +20,873 +6482.3%
84 ONON 0.13% 3,482 $181K $52.05 $46K +410 +13.3%
85 CNC 0.13% 3,291 $179K $54.28 +3,291 NEW
86 MDLZ 0.13% 2,631 $177K $67.44 $177K +2,620 +23818.2%
87 USB 0.13% 3,910 $177K $45.25 +3,910 NEW
88 DB 0.13% 6,028 $176K $29.28 -$86K -5,007 -45.4%
89 TMC 0.13% 26,105 $172K $6.60 $170K +24,493 +1519.4%
90 ABEV 0.12% 69,413 $167K $2.41 $102K +41,585 +149.4%
91 CPNG 0.12% 5,555 $166K $29.96 -$497K -24,684 -81.6%
92 CRDO 0.12% 1,795 $166K $92.59 $56K -948 -34.6%
93 O 0.12% 2,860 $165K $57.61 $164K +2,841 +14952.6%
94 BBD 0.12% 52,986 $164K $3.09 -$86K -58,965 -52.7%
95 CRNC 0.12% 15,977 $163K $10.21 $162K +15,854 +12889.4%
96 LEU 0.12% 888 $163K $183.18 $80K -441 -33.2%
97 AR 0.12% 4,020 $162K $40.28 +4,020 NEW
98 TMO 0.12% 391 $159K $405.46 -$70K -68 -14.8%
99 ENPH 0.11% 3,887 $154K $39.65 $152K +3,852 +11005.7%
100 ADBE 0.11% 398 $154K $386.88 $153K +396 +19800.0%

New Positions

SymbolValue% Port
MSTR $4M 2.81%
MSFT $4M 2.71%
COIN $4M 2.70%
HIMS $1M 1.05%
RKLB $1M 0.94%
JNPR $978K 0.71%
PG $626K 0.45%
EYEN $558K 0.41%
GMS $539K 0.39%
MRK $490K 0.36%
QSG $484K 0.35%
CI $309K 0.22%
CSCO $304K 0.22%
HD $304K 0.22%
TJX $282K 0.21%

Sold Out Positions

SymbolValue% Port
21P.F —%
AME —%
CCS —%
YUM —%
UAMY —%
AAP —%
GLW —%
ATEN —%
ARW —%
CB —%
UNFI —%
AN —%
ARMK —%
LYV —%
ASX —%
View SEC EDGAR Filings for Caitong International Asset Management Co., Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms