Fu Pengbo's latest heavy holdings revealed

On July 17th, the public fund products under Ruiyuan Fund disclosed their Q2 2025 report. In the second quarter of this year, the Hong Kong stock position of Ruiyuan Growth Value, managed by renowned fund managers Fu Pengbo and Zhu Lin, increased from 25.97% to 27.35%. In terms of specific holdings, Eoptolink entered the top ten heavy stocks of this fund, in addition, the fund increased its holdings in LUXSHARE-ICT, Cambricon, and GreatStar, while reducing its holdings in Shenghong Technology, Tencent Holdings, CATL, China Mobile, Sanofi, and Maiwei Co., Ltd. Fu Pengbo and Zhu Lin stated in the Q2 report that the net value contribution of the Hong Kong stock targets and PCB targets of the fund was significant in the second quarter, with an overall allocation focused on electronics, internet technology, precision manufacturing, and pharmaceuticals. Compared to the first quarter, the stocks in the PCB industry chain among the top ten holdings saw significant increases, and their proportion increased significantly. In addition, the fund also increased its allocation in the pharmaceutical sector, involving sub-industries such as innovative drugs and traditional medicine benefiting from AI