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Harvest Fund Management Co. Ltd.
Zhao Xuejun · Asset Manager · Multi-Strategy
Harvest Fund Management Co. Ltd., established in 1999, is one of the earliest and largest asset management firms in China. Headquartered in Beijing, the company provides a comprehensive suite of investment solutions, including mutual funds, institutional asset management, and pension fund services. As a pioneer in the Chinese financial industry, Harvest has built a robust reputation for its fundamental, research-driven approach and its leadership in integrating Environmental, Social, and Governance (ESG) standards into its investment processes. The firm manages a diverse range of portfolios across public equities, fixed income, and alternative assets, serving millions of individual and institutional clients globally.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +5.1% |
| YTD return | +3.4% |
| Sharpe ratio | 0.66 |
| Win rate | 58% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.jsfund.cn |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 23.1% | -15.2% |
| NVDA | NVIDIA Corporation | 19.9% | +9.3% |
| AAPL | Apple Inc | 17.5% | +14.7% |
| GOOGL | Alphabet Inc Class A | 15.1% | +12.6% |
| MSFT | Microsoft Corporation | 13.2% | +3.1% |
| MU | Micron Technology Inc | 11.3% | -4.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | AAPL | 19.6% → 17.5% |
| Sep 7, 2026 | BUY | MU | 0.0% → 11.3% |
| Sep 7, 2026 | SELL | NVDA | 21.1% → 19.9% |
| Sep 7, 2026 | SELL | MSFT | 15.0% → 13.2% |
| Sep 7, 2026 | SELL | GOOGL | 17.1% → 15.1% |
Investment Style Analysis
Harvest Fund Management Co. Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Harvest Fund Management Co. Ltd. made a significant move by reducing the position in AAPL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Harvest Fund Management follows an investment philosophy centered on active management, fundamental research, and long-term value creation. The firm believes in the power of deep-dive, bottom-up research combined with thematic insights to identify high-quality investment opportunities in evolving markets. A core pillar of their strategy is the systematic integration of ESG factors, reflecting a commitment to sustainable growth and responsible investing. By leveraging its extensive local market expertise and global perspective, Harvest aims to deliver consistent, risk-adjusted returns while contributing to the overall well-being of society and the environment.
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 Harvest Fund Management Co. Ltd..
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Frequently asked questions
How is the simulated portfolio for Harvest Fund 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 Harvest Fund Management Co. Ltd.'s largest holding?
As of the latest filing, Harvest Fund Management Co. Ltd.'s top position is Alibaba Group Holding Ltd (BABA), representing 23.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Harvest Fund Management Co. Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +5.1% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 0.66, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Harvest Fund Management Co. Ltd. primarily invest in?
Harvest Fund Management Co. Ltd. has a strong preference for the Semiconductors sector, which makes up 31.2% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is Harvest Fund Management Co. Ltd.'s portfolio concentrated or diversified?
Harvest Fund Management Co. Ltd. runs a highly concentrated portfolio with 6 disclosed positions. The top 3 holdings alone account for 60.5% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Harvest Fund Management Co. Ltd. performed in 2026?
Our AI-simulated model portfolio for Harvest Fund Management Co. Ltd. tracks a Year-to-Date (YTD) return of +3.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Zhao Xuejun manage Harvest Fund Management Co. Ltd. directly?
Yes, Zhao Xuejun serves as the key portfolio manager for Harvest Fund Management Co. Ltd., overseeing the investment strategy and final capital allocation decisions.