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Asset Manager ← All Institutions

Caitong International Asset Management Co., Ltd

Q3 2025 · Filed 2025-11-19
Market Value
$141M
+2.3%
Holdings
2,503
+34
New Purchases
668
Added To
573
Closed
713
Reduced
538
Top 10 Concentration
47.9%
Turnover
55.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 9.99% 0.00% +9.99% $14M
NVDA 6.30% 0.01% +6.29% $9M
WOLF 6.08% 0.00% +6.08% $9M
TSLA 9.98% 5.04% +4.93% $14M
IONQ 3.87% 0.07% +3.80% $5M
RGTI 2.43% 0.16% +2.27% $3M
OKLO 3.18% 1.07% +2.11% $4M
INTC 2.06% 0.00% +2.06% $3M
YNDX 1.52% 0.01% +1.51% $2M
QBTS 1.69% 0.22% +1.47% $2M
PATH 1.23% 0.00% +1.23% $2M
2HQ.DE 1.22% 0.00% +1.22% $2M
LLY 1.06% 0.00% +1.06% $1M
GOOGL 0.85% 0.00% +0.84% $1M
UPST 0.71% 0.00% +0.71% $997K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 0.00% 10.21% -10.21% $0
PLTR 0.51% 10.28% -9.77% $723K
PLUG 0.04% 4.11% -4.07% $54K
BBAI 0.04% 3.93% -3.89% $51K
MSTR 0.00% 2.81% -2.81% $0
COIN 0.00% 2.70% -2.70% $0
JOBY 0.33% 2.05% -1.72% $463K
MSFT 1.08% 2.71% -1.63% $2M
ASTS 0.05% 1.40% -1.35% $68K
RDDT 0.00% 1.28% -1.28% $5K
ORCL 2.30% 3.54% -1.24% $3M
AMZN 0.00% 1.06% -1.06% $0
ONDS 0.20% 1.16% -0.96% $285K
HPE 0.00% 0.95% -0.95% $0
META 0.80% 1.74% -0.94% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $42M 29.9%
Large Cap 678 $57M 40.8%
Mid Cap 877 $31M 21.7%
Small Cap 719 $8M 5.5%
Micro Cap 168 $3M 2.0%

Portfolio Analytics

Avg Market Cap
$34.6B
Median Market Cap
$3.9B
Avg P/E
33.0
Median P/E
20.8
Avg Dividend Yield
0.02%
Avg Beta
1.13
# Stocks
2,502
# ETFs / Funds
1

Top Holdings (2,503 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRWV 9.99% 102,726 $14M $136.85 +102,726 NEW
2 TSLA 9.98% 31,569 $14M $444.72 $7M +9,718 +44.5%
3 NVDA 6.30% 47,496 $9M $186.58 $9M +47,451 +105446.7%
4 WOLF 6.08% 299,313 $9M $28.60 +299,313 NEW
5 IONQ 3.87% 88,484 $5M $61.50 $5M +86,285 +3923.8%
6 OKLO 3.18% 40,086 $4M $111.63 $3M +13,866 +52.9%
7 RGTI 2.43% 114,652 $3M $29.79 $3M +96,639 +536.5%
8 ORCL 2.30% 11,515 $3M $281.24 -$2M -10,746 -48.3%
9 INTC 2.06% 86,339 $3M $33.55 +86,339 NEW
10 QBTS 1.69% 96,248 $2M $24.71 $2M +75,807 +370.9%
11 YNDX 1.52% 19,022 $2M $112.27 $2M +18,707 +5938.7%
12 PATH 1.23% 129,219 $2M $13.38 +129,219 NEW
13 2HQ.DE 1.22% 992,049 $2M $1.73 +992,049 NEW
14 MSFT 1.08% 2,943 $2M $517.95 -$2M -4,551 -60.7%
15 LLY 1.06% 1,951 $1M $763.00 +1,951 NEW
16 GOOGL 0.85% 4,894 $1M $243.10 $1M +4,868 +18723.1%
17 META 0.80% 1,524 $1M $734.38 -$1M -1,720 -53.0%
18 UPST 0.71% 19,633 $997K $50.80 +19,633 NEW
19 B 0.64% 27,500 $901K $32.77 +27,500 NEW
20 CIFR 0.55% 61,837 $779K $12.59 +61,837 NEW
21 AMAT 0.55% 3,782 $774K $204.74 $773K +3,777 +75540.0%
22 TMO 0.53% 1,531 $743K $485.02 $584K +1,140 +291.6%
23 PLTR 0.51% 3,963 $723K $182.42 -$13M -99,806 -96.2%
24 MLTX 0.43% 84,553 $606K $7.17 $588K +84,177 +22387.5%
25 AVGO 0.41% 1,735 $572K $329.91 +1,735 NEW
26 SOFI 0.40% 21,075 $557K $26.42 -$1M -74,670 -78.0%
27 REGN 0.39% 968 $544K $562.27 $476K +837 +638.9%
28 WMT 0.37% 5,025 $518K $103.06 $516K +5,007 +27816.7%
29 GOOG 0.37% 2,124 $517K $243.55 $45K -538 -20.2%
30 SNDK 0.35% 4,400 $494K $112.20 +4,400 NEW
31 PFE 0.34% 18,634 $475K $25.48 +18,634 NEW
32 JOBY 0.33% 28,706 $463K $16.14 -$2M -238,037 -89.2%
33 CART 0.32% 12,171 $447K $36.76 +12,171 NEW
34 TSM 0.32% 1,589 $444K $279.29 +1,589 NEW
35 BMY 0.30% 9,480 $428K $45.10 $147K +3,420 +56.4%
36 BSX 0.29% 4,137 $404K $97.63 +4,137 NEW
37 UNH 0.29% 1,165 $402K $345.30 -$1M -3,392 -74.4%
38 CMCSA 0.27% 11,941 $375K $31.42 $112K +4,569 +62.0%
39 NKE 0.26% 5,237 $365K $69.73 -$702K -9,792 -65.2%
40 NVTS 0.26% 49,815 $360K $7.22 +49,815 NEW
41 LIN 0.26% 756 $359K $475.00 $316K +664 +721.7%
42 LOW 0.25% 1,402 $352K $251.31 $299K +1,161 +481.7%
43 FLY 0.25% 11,944 $350K $29.32 +11,944 NEW
44 RR 0.25% 80,927 $347K $4.29 $314K +63,915 +375.7%
45 MA 0.23% 581 $330K $568.81 $270K +474 +443.0%
46 NIO 0.23% 42,925 $327K $7.62 $323K +41,656 +3282.6%
47 UUUU 0.22% 19,873 $305K $15.35 $298K +18,615 +1479.7%
48 MARA 0.22% 16,644 $304K $18.26 +16,644 NEW
49 GSK 0.20% 6,656 $287K $43.16 $287K +6,654 +332700.0%
50 ONDS 0.20% 36,975 $285K $7.72 -$1M -797,024 -95.6%
51 KVUE 0.20% 16,954 $275K $16.23 -$8K +3,436 +25.4%
52 UTHR 0.19% 643 $270K $419.21 $269K +640 +21333.3%
53 FND 0.19% 3,600 $265K $73.70 $261K +3,548 +6823.1%
54 FIGR 0.19% 7,267 $264K $36.37 +7,267 NEW
55 CRH.L 0.18% 2,157 $259K $119.90 +2,157 NEW
56 CSCO 0.18% 3,706 $254K $68.42 -$50K -675 -15.4%
57 CIVI 0.18% 7,790 $253K $32.50 $180K +5,136 +193.5%
58 PODD 0.18% 816 $252K $308.73 $201K +654 +403.7%
59 K 0.18% 3,007 $247K $82.02 +3,007 NEW
60 TMUS 0.18% 1,030 $247K $239.38 $246K +1,028 +51400.0%
61 AER 0.17% 2,025 $245K $121.00 $202K +1,658 +451.8%
62 NVO 0.17% 4,378 $243K $55.49 +4,378 NEW
63 SYK 0.17% 640 $237K $369.67 +640 NEW
64 SFM 0.17% 2,147 $234K $108.80 +2,147 NEW
65 AJG 0.16% 746 $231K $309.74 $223K +720 +2769.2%
66 PM 0.16% 1,385 $225K $162.20 $85K +618 +80.6%
67 DE 0.16% 491 $225K $457.26 $215K +472 +2484.2%
68 ORLY 0.16% 2,046 $221K $107.81 $132K +1,064 +108.3%
69 GMAB 0.16% 7,172 $220K $30.67 $100K +1,363 +23.5%
70 PGR 0.15% 827 $204K $246.95 $87K +386 +87.5%
71 MCD 0.14% 655 $199K $303.89 $73K +224 +52.0%
72 ABT 0.14% 1,484 $199K $133.94 -$59K -408 -21.6%
73 RTX 0.14% 1,164 $195K $167.33 $166K +969 +496.9%
74 HIMS 0.14% 3,355 $190K $56.72 -$1M -25,537 -88.4%
75 DECK 0.13% 1,856 $188K $101.37 $160K +1,584 +582.4%
76 BRK-B 0.13% 371 $187K $502.74 -$1M -2,200 -85.6%
77 AVTR 0.13% 14,682 $183K $12.48 $121K +10,063 +217.9%
78 ALC 0.13% 2,459 $183K $74.51 $179K +2,409 +4818.0%
79 XOM 0.13% 1,621 $183K $112.75 -$190K -1,837 -53.1%
80 UL 0.13% 3,072 $182K $59.28 +3,072 NEW
81 RIO 0.13% 2,711 $179K $66.01 +2,711 NEW
82 WULF 0.13% 15,646 $179K $11.42 +15,646 NEW
83 LEU 0.12% 567 $176K $310.07 $13K -321 -36.1%
84 AFL 0.12% 1,562 $174K $111.70 +1,562 NEW
85 TD 0.12% 2,150 $172K $79.95 $123K +1,480 +220.9%
86 ARGX 0.12% 233 $172K $737.56 $170K +229 +5725.0%
87 BTI 0.12% 3,230 $171K $53.08 +3,230 NEW
88 ECL 0.12% 611 $167K $273.86 +611 NEW
89 SO 0.12% 1,762 $167K $94.77 +1,762 NEW
90 BHP 0.12% 2,950 $164K $55.75 +2,950 NEW
91 NYT 0.12% 2,851 $164K $57.40 $160K +2,788 +4425.4%
92 KHC 0.12% 6,271 $163K $26.04 +6,271 NEW
93 ROL 0.12% 2,771 $163K $58.74 $132K +2,233 +415.1%
94 KMX 0.11% 3,600 $162K $44.87 $160K +3,579 +17042.9%
95 AMPX 0.11% 15,220 $160K $10.52 $153K +13,454 +761.8%
96 MDLZ 0.11% 2,563 $160K $62.47 -$17K -68 -2.6%
97 QUBT 0.11% 8,674 $160K $18.41 +8,674 NEW
98 BRKRP 0.11% 4,851 $158K $32.49 $156K +4,802 +9800.0%
99 NGG 0.11% 2,159 $157K $72.67 +2,159 NEW
100 MO 0.11% 2,362 $156K $66.06 -$84K -1,727 -42.2%

New Positions

SymbolValue% Port
CRWV $14M 9.99%
WOLF $9M 6.08%
INTC $3M 2.06%
PATH $2M 1.23%
2HQ.DE $2M 1.22%
LLY $1M 1.06%
UPST $997K 0.71%
B $901K 0.64%
CIFR $779K 0.55%
AVGO $572K 0.41%
SNDK $494K 0.35%
PFE $475K 0.34%
CART $447K 0.32%
TSM $444K 0.32%
BSX $404K 0.29%

Sold Out Positions

SymbolValue% Port
BKKT —%
PAC —%
ESTC —%
AHRT —%
ALB —%
HRB —%
AMP —%
ACN —%
NFG —%
GOOS —%
AR —%
DY —%
GNK —%
MANU —%
ACRE —%
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