Northbound funds increased their position value by 540 billion yuan in the second quarter.

The stock holdings data for the second quarter of 2026 for the Shanghai and Shenzhen Stock Connect was announced on July 8th. According to the statistics, as of June 30th, the northbound funds held a total of 3,958 stocks, with a total holding of approximately 107.846 billion shares, an increase of 3.907 billion shares compared to the end of the first quarter. Based on the stock prices at the end of the second quarter, the total size of the northbound funds' holdings is approximately 3.13 trillion yuan, an increase of 543.037 billion yuan compared to the end of the first quarter of 2026. The statistics on heavily weighted stocks show that as of the end of the second quarter of 2026, Contemporary Amperex Technology Co. Ltd. is the top heavily weighted stock for northbound funds, followed closely by Suzhou Techtronics, NorthTech Co., Ltd., Midea Group, Kweichow Moutai, China Micro, New Easywin, Lanqi Technology, Luxshare Precision, and China Merchants Bank.