4月22日，2025年基金一季报基本披露完毕，根据天相投顾数据，腾讯控股取代宁德时代成为一季度末公募基金第一大重仓股，公募基金持有市值达693.84亿元。位列公募基金第二到第十大重仓股的分别是宁德时代、贵州茅台、阿里巴巴-W、美的集团、立讯精密、比亚迪、紫金矿业、中芯国际、五粮液。与2024年四季度末相比，阿里巴巴-W、比亚迪、中芯国际新晋前十大重仓股，寒武纪、恒瑞医药、北方华创退出前十大重仓股。
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