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Appian Way Asset Management LP 13F Portfolio & Top Holdings (Q2 2026)
Appian Way Asset Management LPCIK: 0001795816
Long-term holder
Total reported value
—
Reporting period: 2026-06-30 · Number of holdings: 0
Appian Way Asset Management LP disclosed 0 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 0
- Sizing Uniformity
- —
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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
Portfolio Performance
Performance for Q3 2026
—
Performance Last 4 Quarters
+21.5%
- Stdev
- +21.7%
- Beta
- +0.97
- Alpha
- +4.4%
- Max Drawdown
- -28.3%
- Annualized Perf
- +22.8%
- Batting Avg vs S&P
- +46.7%
- Sortino
- +1.96
- Stutzer
- +0.31
- Treynor
- +0.24
- Sterling
- +1.08
- Calmar
- +0.81
- Information Ratio
- +0.21
- Tracking Error
- +18.4%
- Stdev Down
- +11.7%
- Winning Months %
- +56.7%
- Losing Months %
- +43.3%
- Best 12 Months
- +56%
- Worst 12 Months
- -12.6%
- Efficiency Ratio
- +0.42
- Sharpe
- +1.06
- Stdev Sectors
- —
- Skewness
- -0.17
- Kurtosis
- -0.72
- Upside Potential
- +3.73
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 0 | — | 0 | ||
| 2026 Q1 | 1 | — | 0 | ||
| 2025 Q4 | 1 | — | 100 | ||
| 2025 Q3 | 30 | $558.0M | 93 | ||
| 2025 Q2 | 28 | $451.9M | 0 | ||
| 2025 Q1 | 29 | $446.7M | 100 | ||
| 2024 Q4 | 35 | $480.3M | 0 | ||
| 2024 Q3 | 29 | $444.7M | 0 | ||
| 2024 Q2 | 39 | $390.5M | 0 | ||
| 2024 Q1 | 32 | $381.3M | 0 | ||
| 2023 Q4 | 46 | $475.7M | 0 | ||
| 2023 Q3 | 55 | $418.6M | 0 | ||
| 2023 Q2 | 23 | $277.6M | 0 | ||
| 2023 Q1 | 27 | $299.2M | 0 | ||
| 2022 Q4 | 26 | $287.4M | 0 | ||
| 2022 Q3 | 22 | $228.3M | 0 | ||
| 2022 Q2 | 33 | $245.2M | 0 | ||
| 2022 Q1 | 36 | $219.9M | 0 | ||
| 2021 Q4 | 31 | $231.8M | 0 | ||
| 2021 Q3 | 41 | $235.6M | 0 | ||
| 2021 Q2 | 46 | $149.9M | 100 | ||
| 2021 Q1 | 43 | $195.8M | 100 | ||
| 2020 Q4 | 61 | $204.1M | 100 | ||
| 2020 Q3 | 45 | $220.8M | 100 | ||
| 2020 Q2 | 46 | $206.3M | 100 | ||
| 2020 Q1 | 42 | $136.5M | 100 | ||
| 2019 Q4 | 30 | $207.9M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Appian Way Asset Management LP and what type of investor is it?
Appian Way Asset Management LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 0 disclosed positions.
What are Appian Way Asset Management LP's largest equity positions?
Based on the latest 13F filing, Appian Way Asset Management LP's top holdings by market value are:
1. Ikena Oncology Inc — $0.0
What changes did Appian Way Asset Management LP make in its most recent portfolio filing?
No notable portfolio changes were recorded for Appian Way Asset Management LP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Appian Way Asset Management LP focus on?
Sector breakdown data is not yet available for Appian Way Asset Management LP. Check back after the next 13F processing cycle.
Investment Profile
Appian Way Asset Management LP returned an annualized 22.8% over the trailing 30 months — outperforming the S&P 500 by 4.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.97 (roughly in line with the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its concentration score has fallen from 31 to 0 over the past 4 quarters — a shift toward broader diversification.
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RA
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Developer Access
Access Appian Way Asset Management LP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/appian-way-asset-management-lpCLI
npx alphasmo institutions get appian-way-asset-management-lp