CC
Clarity Capital KCPS Ltd. 13F Holdings Breakdown
Clarity Capital KCPS Ltd.CIK: 0001706746
Concentrated strategyLong-term holderSector-focused
Total reported value
$633.1M
Reporting period: 2017-03-31 · Number of holdings: 35
Clarity Capital KCPS Ltd. disclosed 35 holdings in its latest 13F filing for the period ending 2017-03-31, with total reported value of $633.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 75.78
- Diversification
- 70
- Sizing Uniformity
- 50.66
Clarity Capital KCPS Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.704 — mathematically equivalent to about 1 equally-sized positions, well below its 35 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WT | Wisdomtree INC | Stock-Other | 83.75% | — | — | — |
| 2 | ✓ | Cyberark Software LTD | Stock-Other | 3.60% | — | — | — |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.07% | — | — | — |
| 4 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 1.49% | — | — | — |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | — | — | — |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.02% | — | — | — |
| 7 | ✓ | Powershares | Stock-Other | 0.68% | — | — | — |
| 8 | MFNC | Mackinac Financial CORP | Stock-Other | 0.58% | — | — | — |
| 9 | ✓ | Powershares ETF Trust Ii | ETF-Other | 0.50% | — | — | — |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.43% | — | — | — |
| 11 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.42% | — | — | — |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | — | — | — |
| 13 | INDA | Ishares Msci India ETF | ETF-Other | 0.27% | — | — | — |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 0.26% | — | — | — |
| 15 | INDY | Ishares India 50 ETF | ETF-Other | 0.25% | — | — | — |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.23% | — | — | — |
| 17 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.21% | — | — | — |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.21% | — | — | — |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 0.17% | — | — | — |
| 20 | XFRAX | Blackrock Fltng Rt INC Strat | Stock-Other | 0.17% | — | — | — |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | — | — | — |
| 22 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.12% | — | — | — |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.12% | — | — | — |
| 24 | URTH | Ishares Msci World ETF | ETF-Other | 0.11% | — | — | — |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | — | — | — |
| 26 | AAPL | Apple INC | Stock-Tech | 0.08% | — | — | — |
| 27 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.07% | — | — | — |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.07% | — | — | — |
| 29 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.06% | — | — | — |
| 30 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.05% | — | — | — |
| 31 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.05% | — | — | — |
| 32 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.04% | — | — | — |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.04% | — | — | — |
| 34 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.04% | — | — | — |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.03% | — | — | — |
Portfolio Performance
Not enough priced holdings yet to compute performance
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2017-03-31 | 2017-06-21 | Amendment | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
FAQ
What is Clarity Capital KCPS Ltd. and what type of investor is it?
Clarity Capital KCPS Ltd. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-03-31), the firm manages a tracked equity portfolio valued at approximately $633.1M, spread across 35 disclosed positions.
What are Clarity Capital KCPS Ltd.'s largest equity positions?
Based on the latest 13F filing, Clarity Capital KCPS Ltd.'s top holdings by market value are:
1. Wisdomtree INC (WT) — $530.2M (83.8%)
2. Cyberark Software LTD — $22.8M (3.6%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $19.4M (3.1%)
4. Ishares Cur Hdg Msci Acwi-x (HAWX) — $9.4M (1.5%)
5. Spdr Gold Shares (GLD) — $8.0M (1.3%)
What changes did Clarity Capital KCPS Ltd. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Clarity Capital KCPS Ltd. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Clarity Capital KCPS Ltd. focus on?
Clarity Capital KCPS Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 37.4%
• Health Care: 22.6%
• Information Technology: 20.7%
• Industrials: 9.8%
• Materials: 9.5%
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