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On the evening of July 18, public offering products such as Xingquan Herun and Xingquan Heyi, managed by well-known fund manager Xie Zhiyu, disclosed the second quarter report of 2024. As of the end of the second quarter, the stock positions of Xingquan Herun and Xingquan Heyi increased slightly compared with the end of the first quarter, reaching 93.75% and 93.56% respectively.

Comparing with the holdings in the first quarter report, in the second quarter of this year, Xingquan Herun and Xingquan Heyi increased their holdings in multiple semiconductor stocks.

Both funds increased their holdings of Montage Technology, Haier Smart Home, Jingchen Holdings, and Bull Group, and added Crystal Optech and North Huachuang as their top ten holdings. Xingquan Herun also added Luxshare Precision and Juhua Holdings as its top ten holdings, and Xingquan Heyi also added Gaowei Electronics as its top ten holdings. In addition, both funds reduced their holdings of Sanan Optoelectronics and CATL, and Xingquan Heyi also reduced its holdings of Kuaishou-W.

Xie Zhiyu mentioned in the second quarter report that the overall position was maintained at a high level in the second quarter, and relevant industrial chains such as pan-AI applications, semiconductors, new energy vehicles, and home appliances were explored. (China Securities Journal)