Guinness Atkinson Asset Management
Guinness Atkinson Asset Management reported 107 stocks worth $223M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are TSM (5.5%), AVGO (4.8%) and AMAT (4.5%). Compared with Q1 2026, the fund opened new positions in AMD and NDAQ, added to TSM, KLAC and MDT, trimmed AVGO, AMAT and LRCX and sold out of ADBE, INTU and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $12.3M | 5.5% | 26K | +35 (+0%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $10.7M | 4.8% | 28K | −274 (−1%) | 8 of 8 | |
| 3 |  AMAT Applied Matls Inc | $10.1M | 4.5% | 14K | −3,691 (−21%) | 8 of 8 | |
| 4 |  KLAC Kla Corp | $10M | 4.5% | 33K | +29K (+698%) | 8 of 8 | |
| 5 |  LRCX Lam Research Corp | $8.9M | 4.0% | 21K | −5,531 (−21%) | 7 of 8 | |
| 6 |  APH Amphenol Corp New | $8.8M | 4.0% | 50K | −2,231 (−4%) | 8 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $8.2M | 3.7% | 14K | New position | 1 of 8 | |
| 8 |  GOOGL Alphabet Inc | $7.2M | 3.2% | 20K | −429 (−2%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $7M | 3.2% | 30K | −630 (−2%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $6.9M | 3.1% | 35K | −700 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ADBE Adobe Inc | $4.5M | 19K |
 INTU Intuit | $4M | 9,348 |
 XOM Exxon Mobil Corp | $836K | 4,928 |
 ATHM Autohome Inc | $214K | 12K |
 LMT Lockheed Martin Corp | $10K | 17 |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Guinness Atkinson Asset Management 13F FAQ
What does Guinness Atkinson Asset Management own?
Guinness Atkinson Asset Management reported 107 stocks worth $223M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are TSM (5.5%), AVGO (4.8%) and AMAT (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Guinness Atkinson Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 8 added to, 69 trimmed and 19 sold out. New positions include AMD and NDAQ. It sold all of ADBE, INTU and XOM.
When will Guinness Atkinson Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Guinness Atkinson Asset Management's portfolio worth?
The Q2 2026 filing reports $223M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.