AMG Veritas China Fund (MMCFX) is an MF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 12.38% of fund assets.
AMG Veritas China Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MMCFX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
APPLIED MATERIALS INC /DE
|
12.38% | $5,526,636.18 | 91,000 |
|
-
APPLIED MATERIALS INC /DE
|
11.51% | $5,137,218.29 | 74,000 |
|
-
Alibaba Group Holding Ltd
|
10.05% | $4,484,483.90 | 272,100 |
|
-
ZIJIN MINING GROUP CO LTD.
|
4.87% | $2,173,392.84 | 468,000 |
|
-
CATL
|
4.74% | $2,117,029.22 | 32,980 |
|
-
SAMSUNG ELECTRONICS CO. LTD.
|
3.95% | $1,762,817.66 | 491 |
|
-
APPLIED MATERIALS INC /DE
|
3.56% | $1,589,367.58 | 55,500 |
|
-
WEICHAI POWER CO LTD.
|
2.76% | $1,232,780.18 | 248,000 |
|
-
WUXI APPTEC CO LTD.
|
2.44% | $1,087,453.93 | 61,900 |
|
-
NAURA TECHNOLOGY GROUP CO LTD.
|
2.34% | $1,046,657.35 | 13,230 |
|
-
DONGFANG ELECTRIC CORP LTD.
|
2.31% | $1,029,919.08 | 205,600 |
|
-
ZHONGJI INNOLIGHT CO. LTD.
|
2.09% | $934,419.02 | 7,400 |
|
-
VERISILICON MICROELECTRONICS (SHANGHAI) CO LTD.
|
2.09% | $931,471.96 | 22,343 |
|
-
VICTORY GIANT TECHNOLOGY (HUIZHOU) CO. LTD.
|
2.05% | $913,861.27 | 18,700 |
|
-
NARI TECHNOLOGY CO.LTD.
|
2.01% | $898,972.27 | 235,871 |
|
-
JIANGSU HENGRUI PHARMACEUTICALS CO LTD.
|
1.99% | $887,193.75 | 106,400 |
|
-
YUTONG BUS CO.LTD.
|
1.71% | $761,711.53 | 147,000 |
|
-
APPLIED MATERIALS INC /DE
|
1.62% | $722,787.68 | 142,400 |
|
-
FOXCONN INDUSTRIAL INTERNET CO. LTD.
|
1.58% | $707,492.40 | 76,200 |
|
-
SHANGHAI MICROPORT MEDBOT (GROUP) CO LTD
|
1.58% | $705,937.51 | 176,900 |
|
-
LUXSHARE PRECISION INDUSTRY CO. LTD.
|
1.55% | $692,049.44 | 69,700 |
|
-
HONG KONG EXCHANGES & CLEARING LTD.
|
1.50% | $671,110.67 | 12,600 |
|
-
DREY INST PREF GOV MM-M
|
1.45% | $648,459.35 | 648,459 |
|
-
CHINA MERCHANTS BANK CO. LTD.
|
1.43% | $638,543.00 | 105,500 |
|
-
APPLIED MATERIALS INC /DE
|
1.39% | $621,799.86 | 76,500 |
|
-
NetEase, Inc.
|
1.39% | $620,343.39 | 26,500 |
|
-
MONTAGE TECHNOLOGY CO LTD
|
1.31% | $583,195.18 | 22,710 |
|
-
APPLIED MATERIALS INC /DE
|
1.26% | $564,317.91 | 5,430 |
|
-
SHENGYI TECHNOLOGY CO LTD.
|
1.14% | $510,121.69 | 45,000 |
|
-
CGN MINING COMPANY LTD
|
1.08% | $481,704.65 | 960,000 |
|
-
AIA GROUP LTD, HONG KONG
|
1.07% | $478,674.36 | 43,600 |
|
-
SHENZHEN ENVICOOL TECHNOLOGY CO LTD.
|
1.02% | $453,118.64 | 32,400 |
|
-
PICC PROPERTY AND CASUALTY CO LTD.
|
1.01% | $451,590.65 | 250,000 |
|
-
APPLIED MATERIALS INC /DE
|
0.97% | $434,991.00 | 30,000 |
|
-
DREYFUS GOVERNMENT CASH MANAGEMENT
|
0.97% | $432,306.22 | 432,306 |
|
-
SANY HEAVY EQUIPMENT INTERNATIONAL HOLDINGS CO LTD
|
0.87% | $388,422.72 | 281,000 |
|
-
SYSMEX CORPORATION
|
0.84% | $373,866.89 | 14,500 |
|
-
MINIMAX GROUP INC
|
0.80% | $355,029.68 | 3,800 |
|
-
APPLIED MATERIALS INC /DE
|
0.75% | $333,802.72 | 16,400 |
|
-
JARDINE MATHESON HOLDINGS LIMITED
|
0.67% | $299,958.09 | 4,400 |
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