In the first quarter, public mutual funds focused on increasing allocation to sectors such as information technology.

With the first quarter reports of public funds in 2026 entering the intensive disclosure period, the institutional reallocation path is gradually becoming clear. Looking at the overall changes in the holdings of public funds in the first quarter, the information technology, high-end industrial, and new materials sectors have become the main areas where funds are flowing in. Among them, the semiconductor and AI industry chain have become the core choices for fund additions. Wind Information data shows that several leading technology stocks received concentrated increases in holdings by funds in the first quarter. For example, Fulian Precision received a total increase in holdings of 57.3172 million shares by public funds, Xilinx-U received an increase of 31.198 million shares, and Kingsoft Cloud received an increase of 9.2262 million shares.