In the early morning of July 20, four funds managed by Zhang Kun released their second quarterly reports. From the perspective of industry configuration, the stock positions of the above four products decreased in the second quarter, but the positions adjustment paths were different. Among them, e-fonda blue chip selection reduces the configuration of computer and other industries, and increases the configuration of electronic and other industries. In the second quarter, the fund increased its holdings in Hong Kong stock exchange, Tencent
holdings, Luzhou Laojiao and Yanghe
, and reduced its holdings in Wuliangye
, Guizhou Maotai and meituan. By the end of the second quarter, HKEx had replaced Wuliangye as its largest position stock. In the second quarter, the allocation of computers and other industries was reduced. E-fonda high-quality enterprises held three years, and increased the allocation of medicine and banking in the second quarter. On the contrary, e-fonda has increased the configuration of computer and other industries, while reducing the configuration of food and beverage. It is worth mentioning that the fund significantly reduced its position in the second quarter, from 93.93% at the end of the first quarter to 70.36% at the end of the second quarter. Although the list of the top ten heavy position stocks did not change from the end of the first quarter, Zhang Kun reduced his holdings of Tongce medical, Wuliangye, Guizhou Maotai and other stocks held by the fund. During the same period, e-fonda Asia selected reduced the allocation of consumption and other industries, and increased the allocation of banking, real estate and other industries.