The first batch of funds disclosed their second quarter report, showing that actively managed equity funds maintained a high position operation.
The first batch of funds disclosed their second quarter report for 2026. On July 9th, Tongtai Fund was the first to disclose the second quarter reports of multiple funds under its management. Based on the reports that have been disclosed, not only did actively managed equity funds maintain high positions, but "fixed income+" products also increased their equity positions, emphasizing a more aggressive approach. Taking Tongtai Digital Economy Stock Fund as an example, as of the end of the second quarter, equity investments accounted for 93.63% of the fund's net asset value, and the fund's size increased from 316 million to 801 million. Additionally, the stock position of Tongtai Industry Select Stock Fund also remained high. At the end of the first quarter of this year, the proportion of equity investments in the fund's net asset value was 90.26%, which increased to 92.2% by the end of the second quarter.
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