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Krane Funds Advisors LLC

Q2 2025 · 13F-HR

Krane Funds Advisors LLCholdings as filed

Filed 2025-08-11 · accession 0001536592-25-000005

$2.54B
Reported value
138
Positions
2025-06-30
Period end
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The Brief · Krane Funds Advisors LLC · Q2 2025

AI · grounded in 13F

Krane Funds Advisors LLC established a new position in PDD valued at $511.9M. The fund also initiated new stakes in TME for $295.6M and BZ for $276M. Additional new positions included YMM at $263.2M and QFIN at $220M. Total assets under management reached $2.54B across 138 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
722304102PDDPDD HOLDINGS INC$511.9M20.1%4,891,438CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$295.6M11.6%15,164,231CommonSOLE
48553T106BZKANZHUN LIMITED$276.0M10.8%15,471,689CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$263.2M10.3%22,284,925CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$220.0M8.65%5,072,650CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$207.1M8.14%13,759,456CommonSOLE
874080104TALTAL EDUCATION GROUP$187.9M7.39%18,388,361CommonSOLE
500767355KCSHKRANESHARES TRUST$179.9M7.07%7,181,600CommonSOLE
500767306KWEBKRANESHARES TRUST$105.5M4.15%3,073,601CommonSOLE
05278C107ATHMAUTOHOME INC$69.9M2.75%2,708,838CommonSOLE
46591M109JOYYJOYY INC$60.0M2.36%1,179,094CommonSOLE
46267X108IQIQIYI INC$38.5M1.51%21,740,065CommonSOLE
948596101WBWEIBO CORP$35.7M1.40%3,741,165CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$19.0M0.75%30,700CommonSOLE
88160R101TSLATESLA INC$3.4M0.13%10,672CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.3M0.13%20,829CommonSOLE
594918104MSFTMICROSOFT CORP$3.2M0.12%6,389CommonSOLE
30303M102METAMETA PLATFORMS INC$2.6M0.10%3,511CommonSOLE
553368101MPMP MATERIALS CORP$2.4M0.09%72,449CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2.2M0.08%156,681CommonSOLE
037833100AAPLAPPLE INC$1.9M0.08%9,502CommonSOLE
012653101ALBALBEMARLE CORP$1.6M0.06%26,266CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.06%5,636CommonSOLE
023135106AMZNAMAZON COM INC$1.4M0.06%6,505CommonSOLE
549498103CCIVGBPLUCID GROUP INC$1.2M0.05%587,769CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$1.2M0.05%34,161CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$961,8570.04%17,384CommonSOLE
456788108INFYINFOSYS LTD$915,8270.04%49,424CommonSOLE
02079K305GOOGLALPHABET INC$876,2160.03%4,972CommonSOLE
81141R100SESEA LTD$843,5240.03%5,274CommonSOLE
79466L302CRMSALESFORCE INC$824,8870.03%3,025CommonSOLE
81762P102NOWSERVICENOW INC$784,4250.03%763CommonSOLE
68389X105ORCLORACLE CORP$756,0230.03%3,458CommonSOLE
882508104TXNTEXAS INSTRS INC$746,1860.03%3,594CommonSOLE
02079K107GOOGALPHABET INC$733,8620.03%4,137CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$727,8120.03%5,339CommonSOLE
72919P202PLUGPLUG POWER INC$665,7140.03%446,788CommonSOLE
437076102HDHOME DEPOT INC$655,5520.03%1,788CommonSOLE
18915M107NETCLOUDFLARE INC$653,0930.03%3,335CommonSOLE
58733R102MELIMERCADOLIBRE INC$645,5670.03%247CommonSOLE
22266T109CPNGCOUPANG INC$632,9350.02%21,126CommonSOLE
N14506104ESTCELASTIC N V$628,6800.02%7,455CommonSOLE
771049103RBLXROBLOX CORP$627,7280.02%5,967CommonSOLE
17275R102CSCOCISCO SYS INC$618,0370.02%8,908CommonSOLE
98923K103ZKNZEEKR INTELLIGENT TECHNOLOGY$609,5010.02%23,902CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$603,7110.02%853CommonSOLE
833445109SNOWSNOWFLAKE INC$586,0540.02%2,619CommonSOLE
88023B103TEMTEMPUS AI INC$563,7270.02%8,872CommonSOLE
00724F101ADBEADOBE INC$548,9830.02%1,419CommonSOLE
717081103PFEPFIZER INC$546,4180.02%22,542CommonSOLE
20030N101CMCSACOMCAST CORP NEW$537,6700.02%15,065CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$527,6560.02%1,790CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$522,9980.02%1,804CommonSOLE
375558103GILDGILEAD SCIENCES INC$519,0930.02%4,682CommonSOLE
26603R106DUOLDUOLINGO INC$514,9850.02%1,256CommonSOLE
23804L103DDOGDATADOG INC$514,8870.02%3,833CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$502,8830.02%4,982CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$500,5910.02%11,569CommonSOLE
02209S103MOALTRIA GROUP INC$495,7170.02%8,455CommonSOLE
345370860FFORD MTR CO$492,5250.02%45,394CommonSOLE
47759T100JKSJINKOSOLAR HLDG CO LTD$489,9490.02%23,089CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$485,7300.02%1,575CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$484,3630.02%1,959CommonSOLE
92826C839VVISA INC$476,1220.02%1,341CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$470,0620.02%2,924CommonSOLE
311900104FASTFASTENAL CO$467,5020.02%11,131CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$465,9990.02%4,829CommonSOLE
128030202CALMCAL MAINE FOODS INC$465,3720.02%4,671CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$458,6150.02%1,563CommonSOLE
92939U106WECWEC ENERGY GROUP INC$457,1250.02%4,387CommonSOLE
79589L106IOTSAMSARA INC$454,0090.02%11,413CommonSOLE
76009N100UPBDUPBOUND GROUP INC$453,0300.02%18,049CommonSOLE
466313103JBLJABIL INC$452,7760.02%2,076CommonSOLE
68622V106OGNORGANON & CO$451,6780.02%46,661CommonSOLE
23345M107DTMDT MIDSTREAM INC$449,2020.02%4,087CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$437,3940.02%9,449CommonSOLE
704326107PAYXPAYCHEX INC$431,2890.02%2,965CommonSOLE
74624M102PPURE STORAGE INC$430,3530.02%7,474CommonSOLE
260557103DOWDOW INC$424,8980.02%16,046CommonSOLE
00287Y109ABBVABBVIE INC$416,3460.02%2,243CommonSOLE
959802109WUWESTERN UN CO$413,1440.02%49,067CommonSOLE
90114C107TUYATUYA INC$412,2260.02%178,453CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$410,8390.02%5,308CommonSOLE
03831W108APPAPPLOVIN CORP$409,9440.02%1,171CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$404,4920.02%3,150CommonSOLE
98138H101WDAYWORKDAY INC$391,2000.02%1,630CommonSOLE
60937P106MDBMONGODB INC$384,2820.02%1,830CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$383,9050.02%1,876CommonSOLE
049468101TEAMATLASSIAN CORPORATION$380,1840.01%1,872CommonSOLE
98980G102ZSZSCALER INC$366,9960.01%1,169CommonSOLE
770323103RHIROBERT HALF INC.$363,7850.01%8,862CommonSOLE
595112103MUMICRON TECHNOLOGY INC$361,8620.01%2,936CommonSOLE
37637K108GTLBGITLAB INC$361,2860.01%8,009CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$358,0070.01%773CommonSOLE
29364G103ETRENTERGY CORP NEW$357,0000.01%4,295CommonSOLE
478160104JNJJOHNSON & JOHNSON$341,7020.01%2,237CommonSOLE
009158106APDAIR PRODS & CHEMS INC$338,1900.01%1,199CommonSOLE
553530106MSMMSC INDL DIRECT INC$324,0110.01%3,811CommonSOLE
20717M1038QRCONFLUENT INC$323,1180.01%12,961CommonSOLE
040413205ANETARISTA NETWORKS INC$321,3560.01%3,141CommonSOLE
209115104EDCONSOLIDATED EDISON INC$320,0160.01%3,189CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$318,5200.01%10,834CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$309,9240.01%2,404CommonSOLE
032095101APHAMPHENOL CORP NEW$306,6190.01%3,105CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$305,7210.01%2,109CommonSOLE
90353W103UIUBIQUITI INC$299,6810.01%728CommonSOLE
931142103WMTWALMART INC$295,7850.01%3,025CommonSOLE
166764100CVXCHEVRON CORP NEW$287,3820.01%2,007CommonSOLE
695156109PKGPACKAGING CORP AMER$281,5440.01%1,494CommonSOLE
042068205ARMARM HOLDINGS PLC$281,4280.01%1,740CommonSOLE
907818108UNPUNION PAC CORP$274,2550.01%1,192CommonSOLE
718172109PMPHILIP MORRIS INTL INC$272,2840.01%1,495CommonSOLE
615394202MOG/AMOOG INC$269,1020.01%1,487CommonSOLE
747525103QCOMQUALCOMM INC$266,9200.01%1,676CommonSOLE
742718109PGPROCTER AND GAMBLE CO$264,4710.01%1,660CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$257,9990.01%827CommonSOLE
031162100AMGNAMGEN INC$256,5940.01%919CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$255,4600.01%14,208CommonSOLE
871607107SNPSSYNOPSYS INC$252,2390.01%492CommonSOLE
231021106CMICUMMINS INC$248,2450.01%758CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$247,3840.01%8,216CommonSOLE
75524B104RBCRBC BEARINGS INC$247,0420.01%642CommonSOLE
G87052109TELTE CONNECTIVITY PLC$241,0290.01%1,429CommonSOLE
928254101VIRTVIRTU FINL INC$240,4330.01%5,368CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$237,4030.01%2,288CommonSOLE
032654105ADIANALOG DEVICES INC$236,1160.01%992CommonSOLE
G6683N103NUNU HLDGS LTD$230,9620.01%16,834CommonSOLE
G3265R107APTVAPTIV PLC$230,7200.01%3,382CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$229,6330.01%1,051CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$209,0220.01%408CommonSOLE
617446448MSMORGAN STANLEY$208,3320.01%1,479CommonSOLE
887389104TKRTIMKEN CO$205,9690.01%2,839CommonSOLE
580135101MCDMCDONALDS CORP$205,1030.01%702CommonSOLE
67000B104NOVTNOVANTA INC$202,8070.01%1,573CommonSOLE
751212101RLRALPH LAUREN CORP$202,1440.01%737CommonSOLE
G29018101DLODLOCAL LTD$194,4240.01%17,145CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$189,4000.01%14,820CommonSOLE
87918A105TDOCTELADOC HEALTH INC$95,4790.00%10,962CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.