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Free · no sign-up · Q2 2026

Which funds own LU

Lufax Holding LTD in the Q2 2026 filings. None of the 91 current managers lists it among its largest positions this quarter. What is here is what they held before selling out.

Managers holding
0
at least, of 91 current
Combined value
$0
as reported
Opened
0
new this quarter
Added to
0
already held
Trimmed or sold out
3
3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 1 of the 95 managers whose filings are on file listed LU in Q1 2026, against 3 in Q4 2023. 1 manager fewer than in Q4 2025: 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
024Q4 2023: 33Q1 2024: 4424Q2 2024: 33Q3 2024: 44Q4 2024: 22Q1 2025: 3325Q2 2025: 22Q3 2025: 22Q4 2025: 22Q1 2026: 1126
  • Q4 2023: 3
  • Q1 2024: 4
  • Q2 2024: 3
  • Q3 2024: 4
  • Q4 2024: 2
  • Q1 2025: 3
  • Q2 2025: 2
  • Q3 2025: 2
  • Q4 2025: 2
  • Q1 2026: 1
Their combined reported value
$0$39m$78mQ4 2023: $20m$20mQ1 2024: $78m$78m24Q2 2024: $35m$35mQ3 2024: $63m$63mQ4 2024: $37m$37mQ1 2025: $49m$49m25Q2 2025: $39m$39mQ3 2025: $64m$64mQ4 2025: $38m$38mQ1 2026: $15m$15m26
  • Q4 2023: $20m
  • Q1 2024: $78m
  • Q2 2024: $35m
  • Q3 2024: $63m
  • Q4 2024: $37m
  • Q1 2025: $49m
  • Q2 2025: $39m
  • Q3 2025: $64m
  • Q4 2025: $38m
  • Q1 2026: $15m

Between the quarter ends of Q4 2025 and Q1 2026. Each change in shares is valued at the Q1 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q1 2026

No manager on file started a position.

Largest increases, by shares

Largest decreases, by shares

No manager on file sold part of it.

Left it

No manager on file is shown leaving it.

ManagerValue over timeFirst listedLargestQ1 2026
Baillie Gifford & CoQ4 2023$51m$15m
Acadian Asset Management LLCQ1 2024$30mlast listed Q4 2025
Two Sigma Advisers LPQ1 2024$13mlast listed Q1 2024
Caxton Associates LLPQ4 2023$3.3mlast listed Q1 2025
Farallon Capital Management LLCQ4 2023$633klast listed Q3 2024

What LU is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around LU →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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