Digging deep into the Chinese technology track: the latest holdings of foreign public funds are revealed.

date
24/01/2026
With the disclosure of the fourth quarter reports of public funds in 2025, the latest holdings of foreign-owned mutual funds such as BlackRock, Fidelity, Robeco, Allianz, Schroders, and UBP have also emerged. The holding data from the fourth quarter reports show that many products under foreign mutual funds have focused on the Chinese technology sector, and have performed remarkably well in the rising market of 2025. As of January 22, 2026, the net asset value growth of BlackRock's Advanced Manufacturing One-Year Holding Period Hybrid, Fidelity's legacy Six-Month Holding Period Stocks, Fidelity's Low Carbon Growth Hybrid, Allianz China Selected Hybrid, and Schroders China Power Stocks has all exceeded 50% since 2025. From the fund's fourth quarter reports, most of these excellent products have focused on the Chinese technology sector. Taking BlackRock's Advanced Manufacturing One-Year Holding Period Hybrid as an example, as of the end of the fourth quarter of last year, the fund's top ten heavy-weighted stocks included China's leading technology companies such as Intellifusion, Cambricon, Tencent Holdings, and New Easy Trade; while Fidelity's Low Carbon Growth Hybrid's top ten heavy-weighted stocks included New Easy Trade, Information Development, Shanghai Fudan, Intellifusion, Cambricon, Lanqi Technology, and Fudan Microelectronics.