GigaDevice Semiconductor(BeijiFund increased positions in computing power sector, benefiting GigaDevice as a top holding.
GF Lixin Mixed A disclosed its 2026 second-quarter report, with a second-quarter fund profit of 325 million yuan and a net value growth rate reaching 73.41%. As of the end of the second quarter, the fund size was 770 million yuan. The fund is a flexible allocation fund. Fund manager Duan Tao stated in the quarterly report that in the second quarter, the fund moderately balanced its allocation in the computing-power coordination direction, optimized some holdings related to power shortages in North America, focused on increasing positions in gas turbine manufacturers, reduced positions in other areas, and switched to targets in the computing power sector with better valuation cost-effectiveness and accelerating prosperity. As of July 17, the fund's one-year cumulative unit net value growth rate was 54.95%, its three-year Sharpe ratio was 0.4062, and its three-year maximum drawdown was 30.91%. The top ten heavy-weight holdings at the end of the second quarter included Shen Gong Co., Ltd., Puya Semiconductor, and GigaDevice.
GigaDevice Semiconductor(BeijiFund increased positions in computing power sector, benefiting GigaDevice as a top holding.
Puya Semiconductor Shanghai Co LtdFund increased positions in computing power sector, benefiting Puya Semiconductor as a top holding.
Guangdong Shenglu Telecommunication Tech Co Ltd
Thinkon Semiconductor Jinzhou Corp