# Funde Sino Life Insurance Co Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1652027. Source: https://holderbook.com/funds/1652027-funde-sino-life-insurance-co-ltd/

- Reported value: $613.5M
- Positions: 7
- Weight of the ten largest: 100.0%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $491.6M | 425,886 | 80.1% | 1 |
| AXT INC | [AXTI](https://holderbook.com/stocks/AXTI/) | $46.8M | 649,502 | 7.6% | 1 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $35.6M | 240,612 | 5.8% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $25.0M | 179,350 | 4.1% | 1 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $8.5M | 28,562 | 1.4% | 1 |
| POET TECHNOLOGIES INC | [POET](https://holderbook.com/stocks/POET/) | $4.1M | 401,502 | 0.7% | 1 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $1.8M | 778 | 0.3% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $613.5M | 7 |