KC
Kaizen Capital Partners Ltd Historical SEC 13F Holdings & Archive (Q4 2023)
Kaizen Capital Partners LtdCIK: 0001903898
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$65.7M
Reporting period: 2023-12-31 · Number of holdings: 4
Kaizen Capital Partners Ltd disclosed 4 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $65.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 8
- Sizing Uniformity
- 90.58
Kaizen Capital Partners Ltd's disclosed holdings carry a Herfindahl concentration index of 0.416 — mathematically equivalent to about 2 equally-sized positions, well below its 4 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.94), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
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 13% 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
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | D0A | Dada Nexus Ltd-adr | Stock-Other | 54.50% | — | -12.22% | |
| 2 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 32.89% | — | — | |
| 3 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 10.23% | — | — | |
| 4 | GRAB | Grab Holdings Limited | Stock-Tech | 2.37% | — | -96.27% |
Portfolio Performance
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 45% of reported portfolio value with available pricing
- Stdev
- +24.2%
- Beta
- +1.03
- Alpha
- -29%
- Max Drawdown
- -7.8%
- Annualized Perf
- -2.9%
- Batting Avg vs S&P
- +33.3%
- Sortino
- -0.04
- Stutzer
- -0.01
- Treynor
- -0.01
- Sterling
- —
- Calmar
- -0.38
- Information Ratio
- -1.77
- Tracking Error
- +15.9%
- Stdev Down
- +15.4%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.04
- Sharpe
- -0.02
- Stdev Sectors
- +31.2%
- Skewness
- +0.12
- Kurtosis
- -1.72
- Upside Potential
- +2.37
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 Kaizen Capital Partners Ltd and what type of investor is it?
Kaizen Capital Partners Ltd 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 (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $65.7M, spread across 4 disclosed positions.
What are Kaizen Capital Partners Ltd's largest equity positions?
Based on the latest 13F filing, Kaizen Capital Partners Ltd's top holdings by market value are:
1. Dada Nexus Ltd-adr (D0A) — $35.8M (54.5%)
2. Full Truck Alliance -spn Adr (YMM) — $21.6M (32.9%)
3. Hdfc Bank Ltd-adr (HDB) — $6.7M (10.2%)
4. Grab Holdings Limited (GRAB) — $1.6M (2.4%)
What changes did Kaizen Capital Partners Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Kaizen Capital Partners Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Kaizen Capital Partners Ltd focus on?
Kaizen Capital Partners Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 81.2%
• Information Technology: 18.8%
Investment Profile
Kaizen Capital Partners Ltd's portfolio is concentrated and long-term-holding, with 81.2% of the portfolio concentrated in Financials.
It has trimmed its D0A position for two straight quarters, cutting it by $25.2M while still holding $35.8M.
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Developer Access
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