Nan Shan Life Insurance Co., Ltd. — 13F Holdings & Portfolio

CIK 1730464 · latest 13F-HR filed 2026-05-14

Nan Shan Life Insurance Co., Ltd. manages $2.76B in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (6.24%), COST (4.76%), AAPL (3.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 28 new positions, exited 23, added to 19, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$2.76B

Long-equity book

Holdings

87

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+28 / −23 / ↑19 / ↓33

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$143.3M +491.1%
  • APPLE INC$106.8M +3777.4%
  • NVIDIA CORPORATION$69.5M +342.8%
  • COSTCO WHOLESALE CORPORATION$44.7M +51.6%
  • PFIZER INC$42.2M +95.8%
Show all 19

Top Trims

  • VISA INC-$57.0M -45.5%
  • QUALCOMM INC-$33.7M -24.7%
  • INTEL CORP-$32.5M -65.3%
  • S&P GLOBAL INC-$31.8M -61.1%
  • SERVICENOW INC-$25.0M -31.8%
Show all 33

New Positions

  • EATON CORP PLC$98.4M
  • INVESCO QQQ TR$78.1M
  • VANECK ETF TRUST$53.8M
  • VANGUARD INDEX FDS$40.9M
  • FIRST TR EXCHANGE-TRADED FD$35.6M
Show all 28

Exited Positions

  • ISHARES TR$348.4M
  • SPDR SERIES TRUST$290.0M
  • VANGUARD SCOTTSDALE FDS$170.9M
  • REALTY INCOME CORP$106.8M
  • ISHARES TR$103.6M
Show all 23
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $172.5M 6.24% 599,733 SH
2 COSTCO WHOLESALE CORPORATION COST 22160K105 $131.4M 4.76% 131,842 SH
3 APPLE INC AAPL 037833100 $109.6M 3.97% 431,798 SH
4 VERIZON COMMUNICATIONS INC VZ 92343V104 $104.8M 3.80% 2,088,591 SH
5 QUALCOMM INC QCOM 747525103 $102.8M 3.72% 798,331 SH
6 MICROSOFT CORP MSFT 594918104 $100.9M 3.65% 272,642 SH
7 EATON CORP PLC ETN G29183103 $98.4M 3.56% 275,247 SH
8 NVIDIA CORPORATION NVDA 67066G104 $89.8M 3.25% 514,681 SH
9 PFIZER INC PFE 717081103 $86.2M 3.12% 3,070,309 SH
10 META PLATFORMS INC META 30303M102 $84.7M 3.07% 148,044 SH
11 INVESCO QQQ TR QQQ 46090E103 $78.1M 2.83% 135,377 SH
12 NETFLIX INC. NFLX 64110L106 $77.9M 2.82% 810,170 SH
13 VISA INC V 92826C839 $68.3M 2.47% 225,986 SH
14 DISNEY WALT CO DIS 254687106 $60.8M 2.20% 630,489 SH
15 BRISTOL-MYERS SQUIBB CO BMY 110122108 $57.0M 2.06% 939,759 SH
16 VANECK ETF TRUST GDX 92189F106 $53.8M 1.95% 586,380 SH
17 SERVICENOW INC NOW 81762P102 $53.8M 1.95% 514,260 SH
18 AMAZON COM INC AMZN 023135106 $49.4M 1.79% 237,255 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $48.3M 1.75% 164,353 SH
20 APTIV PLC APTV G3265R107 $47.7M 1.73% 687,462 SH
21 BROADCOM INC AVGO 11135F101 $45.6M 1.65% 147,171 SH
22 EDWARDS LIFESCIENCES CORP EW 28176E108 $44.2M 1.60% 552,221 SH
23 VANGUARD INDEX FDS VOO 922908363 $40.9M 1.48% 68,445 SH
24 MARVELL TECHNOLOGY INC MRVL 573874104 $38.7M 1.40% 390,369 SH
25 NIKE INC NKE 654106103 $36.2M 1.31% 685,946 SH
26 INTUITIVE SURGICAL INC ISRG 46120E602 $35.7M 1.29% 77,481 SH
27 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $35.6M 1.29% 217,775 SH
28 BLOCK INC XYZ 852234103 $33.3M 1.20% 552,700 SH
29 NEWMONT CORP NEM 651639106 $33.1M 1.20% 305,814 SH
30 ISHARES INC IEMG 46434G103 $31.8M 1.15% 456,506 SH
31 UNITEDHEALTH GROUP INC UNH 91324P102 $31.8M 1.15% 117,643 SH
32 CME GROUP INC CME 12572Q105 $30.3M 1.10% 102,540 SH
33 CVS HEALTH CORP CVS 126650100 $29.5M 1.07% 411,050 SH
34 SELECT SECTOR SPDR TR XLV 81369Y209 $28.6M 1.04% 195,277 SH
35 BANK AMERICA CORP BAC 060505104 $27.6M 1.00% 565,955 SH
36 WEST PHARMACEUTICAL SVSC INC WST 955306105 $27.5M 1.00% 109,867 SH
37 SALESFORCE INC CRM 79466L302 $25.7M 0.93% 137,794 SH
38 PROCTER & GAMBLE CO PG 742718109 $25.0M 0.90% 172,826 SH
39 ISHARES TR IGV 464287515 $24.6M 0.89% 306,916 SH
40 UBER TECHNOLOGIES INC UBER 90353T100 $24.6M 0.89% 341,325 SH
41 TEXAS INSTRS INC TXN 882508104 $22.8M 0.82% 117,201 SH
42 ON SEMICONDUCTOR CORP ON 682189105 $22.3M 0.81% 360,013 SH
43 VANGUARD WORLD FD VPU 92204A876 $21.0M 0.76% 105,964 SH
44 S&P GLOBAL INC SPGI 78409V104 $20.3M 0.73% 47,664 SH
45 BP PLC BP 055622104 $19.6M 0.71% 416,772 SH
46 PAYPAL HLDGS INC PYPL 70450Y103 $19.5M 0.71% 431,342 SH
47 KINDER MORGAN INC DEL KMI 49456B101 $19.4M 0.70% 577,243 SH
48 ADOBE INC ADBE 00724F101 $18.7M 0.68% 76,765 SH
49 SPDR SERIES TRUST XBI 78464A870 $17.7M 0.64% 138,611 SH
50 INTEL CORP INTC 458140100 $17.3M 0.63% 391,878 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $2.76B 87 0000950103-26-007178
2025-12-31 2026-02-13 $3.25B 82 0000950103-26-002133
2025-09-30 2025-11-14 $4.71B 103 0000950103-25-014722