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Blackcrane Capital, LLC Historical SEC 13F Holdings & Archive (Q1 2022)
Blackcrane Capital, LLCCIK: 0001720745
Quality / disciplined sizingLong-term holderConcentrated strategy
Total reported value
$16.3M
Reporting period: 2022-03-31 · Number of holdings: 7
Blackcrane Capital, LLC disclosed 7 holdings in its latest 13F filing for the period ending 2022-03-31, with total reported value of $16.3M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 66.27
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 14
- Sizing Uniformity
- 95.68
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 21.72% | — | -18.16% | |
| 2 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 19.29% | — | -3.01% | |
| 3 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 15.61% | — | -79.43% | |
| 4 | PROF | Profound Medical CORP | Stock-Other | 14.07% | — | -74.51% | |
| 5 | WIX | Wix.com Ltd. | Stock-Tech | 13.85% | — | -64.21% | |
| 6 | NICE | Nice LTD - Spon Adr | Stock-Tech | 13.22% | — | -76.33% | |
| 7 | RCEL | Avita Medical Inc | Stock-Other | 2.25% | — | -90.48% |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Blackcrane Capital, LLC and what type of investor is it?
Blackcrane Capital, LLC 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 (2022-03-31), the firm manages a tracked equity portfolio valued at approximately $16.3M, spread across 7 disclosed positions.
What are Blackcrane Capital, LLC's largest equity positions?
Based on the latest 13F filing, Blackcrane Capital, LLC's top holdings by market value are:
1. Hdfc Bank Ltd-adr (HDB) — $3.5M (21.7%)
2. Takeda Pharmaceutic-sp Adr (TAK) — $3.1M (19.3%)
3. Ferguson Enterprises Inc. (FERG) — $2.5M (15.6%)
4. Profound Medical CORP (PROF) — $2.3M (14.1%)
5. Wix.com Ltd. (WIX) — $2.3M (13.8%)
What changes did Blackcrane Capital, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Blackcrane Capital, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Blackcrane Capital, LLC focus on?
Blackcrane Capital, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 32.4%
• Financials: 25.9%
• Health Care: 23.1%
• Industrials: 18.6%
Investment Profile
Blackcrane Capital, LLC's portfolio is concentrated and long-term-holding, with 32.4% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 47 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has trimmed its PROF position for two straight quarters, cutting it by $9.2M while still holding $2.3M.
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