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CIK: 0002009000
Total reported value
—
$18.5M
3 檔
100.0%
During the Q1 2024 filing period, Kaizen Investment Management Pte. Ltd. (CIK: 0002009000) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $18.5M across 3 reported positions.
During Q1 2024, Kaizen Investment Management Pte. Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | Stock-Tech | 52.48% | — | — | |
| 2 | FCX | Freeport-mcmoran Inc | Stock-Materials | 27.41% | — | — | |
| 3 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 20.11% | — | — |
According to official SEC Form 13F filings, Kaizen Investment Management Pte. Ltd. reported a total U.S. public equity portfolio value of $18.5M across 3 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including STX, FCX, HDB) accounted for 100.0% of total reported equity market value during Q1 2024.
During Q1 2024, Kaizen Investment Management Pte. Ltd.'s top holdings by market value included STX (52.5%)、FCX (27.4%)、HDB (20.1%). The largest single position, STX, represented 52.5% of total portfolio value.
In Q1 2024, Kaizen Investment Management Pte. Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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