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Bosera Asset Management Co., Ltd.
Jiang Xiangyang · Asset Manager · Multi-Strategy
Established in July 1998, Bosera Asset Management Co., Ltd. is one of the oldest and largest fund management companies in China. Headquartered in Shenzhen, the firm was among the first five mutual fund managers licensed by the China Securities Regulatory Commission. Bosera offers a comprehensive suite of investment products, including equity funds, fixed-income vehicles, and exchange-traded funds (ETFs), serving a diverse client base of retail and institutional investors, as well as managing large-scale pension assets. The company is recognized for its pioneering role in the Chinese mutual fund industry and its strategic expansion into international markets through its Hong Kong-based subsidiary.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.0% |
| YTD return | +10.6% |
| Sharpe ratio | 2.56 |
| Win rate | 63% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bosera.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.8% | +17.5% |
| AAPL | Apple Inc | 14.3% | +28.7% |
| GOOGL | Alphabet Inc Class A | 11.6% | +31.4% |
| MSFT | Microsoft Corporation | 8.8% | +2.9% |
| AMZN | Amazon.com Inc | 7.5% | +12.3% |
| BABA | Alibaba Group Holding Ltd | 6.9% | -13.5% |
| AVGO | Broadcom Inc | 5.9% | +3.8% |
| ONC | BeiGene, Ltd. | 5.5% | +9.7% |
| META | Meta Platforms Inc. | 4.8% | -4.1% |
| MU | Micron Technology Inc | 4.3% | +28.3% |
| TSLA | Tesla Inc | 3.9% | -17.4% |
| AMD | Advanced Micro Devices Inc | 3.5% | +20.4% |
| LLY | Eli Lilly and Company | 2.5% | -4.5% |
| JPM | JPMorgan Chase & Co | 2.4% | +7.4% |
| BRK-A | Berkshire Hathaway Inc | 2.3% | +3.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 13, 2026 | BUY | TSLA | 3.9% → 3.9% |
| Jul 13, 2026 | SELL | NVDA | 15.5% → 15.8% |
| Jul 13, 2026 | BUY | AVGO | 5.5% → 5.9% |
| Jul 13, 2026 | SELL | AAPL | 15.0% → 14.3% |
| Jul 13, 2026 | BUY | AMD | 3.5% → 3.5% |
Investment Style Analysis
Bosera Asset Management Co., Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 13, Bosera Asset Management Co., Ltd. made a significant move by increasing exposure to TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Bosera's core investment philosophy is summarized by the mantra 'Discovering Investment Value.' The firm employs a research-centric approach, emphasizing bottom-up fundamental analysis coupled with top-down macroeconomic insights. By leveraging its internal research capabilities, Bosera seeks to identify high-quality assets and long-term growth opportunities within the Chinese capital markets. The institution focuses on creating sustainable wealth for its clients through disciplined risk management and a commitment to professional excellence across its diverse range of equity, fixed income, and quantitative investment strategies.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bosera Asset Management Co., Ltd..
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Frequently asked questions
How is the simulated portfolio for Bosera Asset Management Co., Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bosera Asset Management Co., Ltd.'s largest holding?
As of the latest filing, Bosera Asset Management Co., Ltd.'s top position is NVIDIA Corporation (NVDA), representing 15.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bosera Asset Management Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +15.0% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of 2.56, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Bosera Asset Management Co., Ltd. primarily invest in?
Bosera Asset Management Co., Ltd. has a strong preference for the Semiconductors sector, which makes up 29.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Bosera Asset Management Co., Ltd.'s portfolio concentrated or diversified?
Bosera Asset Management Co., Ltd. runs a highly concentrated portfolio with 15 disclosed positions. The top 3 holdings alone account for 41.7% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Bosera Asset Management Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for Bosera Asset Management Co., Ltd. tracks a Year-to-Date (YTD) return of +10.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jiang Xiangyang manage Bosera Asset Management Co., Ltd. directly?
Yes, Jiang Xiangyang serves as the key portfolio manager for Bosera Asset Management Co., Ltd., overseeing the investment strategy and final capital allocation decisions.