Krane Funds Advisors LLC reported 181 positions worth $2.45B for the quarter ended Jun 30, 2026, up 18.3% on the prior quarter. It opened 27 new positions, added to 106, trimmed 45 and exited 16. Its largest holding is PDD Holdings Inc. at 18% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TME Tencent Music Entertainment Group | +4.66M | +26.1% | $38.91M | 7.7% |
| NVDA Nvidia Corp | +131.7K | +156.6% | $26.35M | 1.77% |
| GOOGL Alphabet Inc. | +57.6K | +282.0% | $20.60M | 1.14% |
| META Meta Platforms, Inc. | +34.4K | +308.0% | $19.35M | 1.05% |
| MSFT Microsoft Corp | +49.6K | +203.2% | $18.50M | 1.13% |
| TSLA Tesla, Inc. | +43.6K | +133.0% | $18.36M | 1.32% |
| AMZN Amazon Com Inc | +72.8K | +222.5% | $17.36M | 1.03% |
| AAPL Apple Inc. | +59.9K | +251.3% | $17.35M | 0.992% |
| ALAB Astera Labs, Inc. | +34.7K | +187.7% | $16.75M | 1.05% |
| SNOW Snowflake Inc. | +61.9K | +383.9% | $15.75M | 0.812% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QFIN Qfin Holdings, Inc. | -1.65M | -32.4% | $26.01M | 2.22% |
| TAL TAL Education Group | -1.66M | -8.7% | $15.85M | 6.78% |
| VIPS Vipshop Holdings Ltd | -1.11M | -9.7% | $14.66M | 5.59% |
| JOYY JOYY Inc. | -94.8K | -8.1% | $6.26M | 2.92% |
| ATHM Autohome Inc. | -288.3K | -10.4% | $5.49M | 1.93% |
| BZ Kanzhun Ltd | -412.6K | -2.9% | $5.31M | 7.27% |
| CEG Constellation Energy Corp | -9,376 | -100.0% | $2.58M | Exited |
| SNPS Synopsys Inc | -5,206 | -54.1% | $2.32M | 0.081% |
| WB WEIBO Corp | -297.9K | -7.8% | $2.16M | 1.05% |
| YMM Full Truck Alliance Co. Ltd. | -248.1K | -0.9% | $2.01M | 9.41% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GFS GLOBALFOUNDRIES Inc. | +144.9K | $11.94M | 0.488% |
| ETN Eaton Corp plc | +26.9K | $11.45M | 0.468% |
| TER Teradyne, Inc | +21.6K | $10.46M | 0.428% |
| NTNX Nutanix, Inc. | +198.1K | $10.09M | 0.413% |
| SANM Sanmina Corp | +38.8K | $9.81M | 0.401% |
| ON On Semiconductor Corp | +36.8K | $3.48M | 0.142% |
| CAT Caterpillar Inc | +580 | $617.64K | 0.025% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +1,232 | $611.97K | 0.025% |
| INVH Invitation Homes Inc. | +17.5K | $527.41K | 0.022% |
| COHR Coherent Corp. | +1,306 | $515.18K | 0.021% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CEG Constellation Energy Corp | -9,376 | $2.58M | 0.125% |
| P Everpure, Inc. | -30.2K | $1.86M | 0.09% |
| DUOL Duolingo, Inc. | -15.4K | $1.54M | 0.074% |
| RDDT Reddit, Inc. | -10.9K | $1.53M | 0.074% |
| MDB MongoDB, Inc. | -5,807 | $1.47M | 0.071% |
| U Unity Software Inc. | -63.0K | $1.40M | 0.068% |
| TEAM Atlassian Corp | -13.8K | $937.94K | 0.045% |
| FISV Fiserv Inc | -15.5K | $874.05K | 0.042% |
| BBY Best Buy Co Inc | -7,901 | $508.27K | 0.025% |
| CALM Cal-Maine Foods Inc | -6,102 | $484.62K | 0.023% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PDD PDD Holdings Inc. | Technology | 5.78M | $440.92M | 18.03% | +47.1K | +0.8% | Added | 0.41% |
| 2 | YMM Full Truck Alliance Co. Ltd. | Technology | 28.35M | $230.22M | 9.41% | -248.1K | -0.9% | Reduced | 2.72% |
| 3 | TME Tencent Music Entertainment Group | Technology | 22.54M | $188.24M | 7.7% | +4.66M | +26.1% | Added | 1.43% |
| 4 | BZ Kanzhun Ltd | Technology | 13.82M | $177.80M | 7.27% | -412.6K | -2.9% | Reduced | 2.97% |
| 5 | TAL TAL Education Group | Consumer Discretionary | 17.32M | $165.78M | 6.78% | -1.66M | -8.7% | Reduced | 2.82% |
| 6 | VIPS Vipshop Holdings Ltd | Consumer Discretionary | 10.32M | $136.81M | 5.59% | -1.11M | -9.7% | Reduced | 2.57% |
| 7 | JOYY JOYY Inc. | Technology | 1.08M | $71.34M | 2.92% | -94.8K | -8.1% | Reduced | 2.06% |
| 8 | QFIN Qfin Holdings, Inc. | Technology | 3.43M | $54.19M | 2.22% | -1.65M | -32.4% | Reduced | 2.81% |
| 9 | ATHM Autohome Inc. | Technology | 2.48M | $47.14M | 1.93% | -288.3K | -10.4% | Reduced | 2.14% |
| 10 | NVDA Nvidia Corp | Technology | 215.8K | $43.17M | 1.77% | +131.7K | +156.6% | Added | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 76.5K | $32.16M | 1.32% | +43.6K | +133.0% | Added | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 78.1K | $27.90M | 1.14% | +57.6K | +282.0% | Added | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 47.8K | $27.78M | 1.14% | +26.9K | +128.6% | Added | 0% |
| 14 | MSFT Microsoft Corp | Technology | 74.0K | $27.61M | 1.13% | +49.6K | +203.2% | Added | 0% |
| 15 | ALAB Astera Labs, Inc. | Technology | 53.2K | $25.68M | 1.05% | +34.7K | +187.7% | Added | 0.03% |
Tip. Select a row to see that position’s full history at Krane Funds Advisors.
As of its Q2 2026 13F filing, Krane Funds Advisors LLC’s five largest positions were PDD Holdings Inc. (PDD) at 18.0%, Full Truck Alliance Co. Ltd. (YMM) at 9.4%, Tencent Music Entertainment Group (TME) at 7.7%, Kanzhun Ltd (BZ) at 7.3%, TAL Education Group (TAL) at 6.8% of the reported portfolio.
Krane Funds Advisors LLC reported a 13F portfolio worth $2.45B across 181 positions for Q2 2026. That is up 18.3% from the previous quarter.
Its largest purchases by value were Tencent Music Entertainment Group ($38.91M), Nvidia Corp ($26.35M), Alphabet Inc. ($20.60M). It opened 27 new positions.
Its largest sales by value were Qfin Holdings, Inc. ($26.01M), TAL Education Group ($15.85M), Vipshop Holdings Ltd ($14.66M). It exited 16 positions entirely.
From the Form 13F-HR reports Krane Funds Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.