As A-share companies release their 2026 interim reports, the second-quarter positions of several high-profile retail investors, often dubbed "bullish tycoons," have come to light. A review of public financial filings offers a snapshot of the latest portfolio shifts among these prominent players, though it should be noted that top-ten shareholder lists cannot entirely rule out the possibility of name duplication.
Zhang Jianping: Exits Multiple Resource Stock Top-Ten Lists, Makes a Major New Entry into Zhongji Innolight
Interim report data shows that Zhang Jianping has newly appeared as the ninth-largest shareholder of Zhongji Innolight (300308.SZ), holding 5.93 million shares. Based on the closing price of 1,270 yuan per share on June 30, the corresponding market value exceeds 7.5 billion yuan. In terms of adjustments, Zhang exited the top-ten shareholder lists of Sichuan Gold (001337.SZ), China Northern Rare Earth (600111.SH), and Dongcai Technology (601208.SH) during the second quarter. In the first quarter, Zhang had established positions in several resource-related stocks; apart from the three mentioned, these included Western Material (002149.SZ), whose 2026 interim report has yet to be disclosed, leaving the latest holding status unclear.
Fu Xiaotong: Slightly Increases Stake in CITIC Securities, Enters Top Ten of Tonghuashun and China Northern Rare Earth
Fu Xiaotong first drew market attention after appearing as a top-ten shareholder of CITIC Securities (600030.SH) in the first quarter of 2026. In the second quarter, Fu slightly increased the holding in CITIC Securities while also securing positions among the top-ten shareholders of Tonghuashun (300033.SZ) and China Northern Rare Earth. The CITIC Securities interim report reveals Fu holds 84.25 million shares, a 0.57% stake, ranking as the eighth-largest shareholder; compared to the end of the first quarter, the share count increased marginally while the stake ratio remained unchanged at 0.57%. Based on the June 30 closing price of 28.73 yuan per share, the position's market value exceeds 2.4 billion yuan. The Tonghuashun interim report shows Fu newly entered as the tenth-largest shareholder with 1.95 million shares, a 0.26% stake, translating to a market value of nearly 500 million yuan at the June 30 closing price of 241 yuan per share. For China Northern Rare Earth, Fu newly appeared as the eighth-largest shareholder, holding 15.12 million shares, a 0.42% stake, with a market value exceeding 700 million yuan based on the June 30 closing price of 48.05 yuan per share.
Ge Weidong: Holds Steady on JAC Motors and GigaDevice, with GigaDevice Position Value Fluctuating Amid Share Price Correction
Ge Weidong maintained his positions in JAC Motors (600418.SH) and GigaDevice (603986.SH) during the second quarter. The JAC Motors interim report shows Ge holds 30.49 million shares, a 1.35% stake, unchanged from the end of the first quarter. The GigaDevice interim report indicates Ge holds 16.45 million shares, a 2.34% stake, a slight increase from the 2.32% recorded at the end of the first quarter. Based on the June 30 closing price of 815 yuan per share, the corresponding market value exceeds 13.4 billion yuan. Notably, GigaDevice's share price underwent a significant correction in July, which would correspondingly alter the position's market value if the holding remained unchanged.
Zhong Ge: Deploys Across Multiple Small- and Mid-Cap Stocks, Emerging in Numerous Top-Ten Shareholder Lists
In the second quarter, Zhong Ge made batch entries into the top-ten shareholder lists of multiple listed companies, including Exciton Technology (300566.SZ), Red Star Development (600367.SH), Xianglong Electric (600769.SH), Dexin Technology (603032.SH), and Fuxin Technology (688662.SH). The Exciton Technology interim report shows Zhong holds 3.65 million shares, newly ranking as the eighth-largest shareholder. For Red Star Development, Zhong holds 16.88 million shares, a 4.95% stake, newly appearing as the second-largest shareholder, with a market value exceeding 1 billion yuan based on the June 30 closing price of 62.93 yuan per share. Additionally, Zhong holds 2.8 million shares of Xianglong Electric, a 0.75% stake, newly ranking as the tenth-largest shareholder; holds 4.7 million shares of Dexin Technology, a 2.02% stake, newly ranking as the third-largest shareholder; and holds 2.9 million shares of Fuxin Technology, a 2.53% stake, newly ranking as the third-largest shareholder. Overall, Zhong's new positions in the second quarter predominantly focus on small- and mid-cap technology stocks, with a relatively high concentration in Shanghai-listed companies.
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