Zhang Kun of E Fund has maintained a basically stable stock position in the fourth quarter, making adjustments to the structure

Wallstreetcn
2026.01.22 02:15

On January 22, E Fund released the fourth quarter report for its funds in 2025. The E Fund Blue Chip Select Fund, managed by Zhang Kun, maintained a stable stock position in the fourth quarter of 2025 and adjusted the structure, modifying the allocations in the pharmaceutical, consumer, and technology sectors. In terms of individual stocks, it continues to hold high-quality companies with excellent business models, clear industry patterns, and strong competitiveness.

Specifically, as of the end of the fourth quarter of 2025, the top ten holdings of the fund are: Tencent, Moutai, WLY, Alibaba-W, Shanxi Fenjiu, Luzhou Laojiao, Yum China, China National Offshore Oil Corporation, JD Health, and Focus Media. Compared to the end of the third quarter of 2025, there has been no change in the fund's top ten holdings

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