MM
Malka Meyer Historical SEC 13F Holdings & Archive (Q3 2023)
Malka MeyerCIK: 0001571355
Concentrated strategySector-focusedLong-term holder
Total reported value
$8.8M
Reporting period: 2023-09-30 · Number of holdings: 1
Malka Meyer disclosed 1 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $8.8M 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
- 2
- Sizing Uniformity
- —
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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 | NU | Nu Holdings Ltd. | Stock-Financials | 100.00% | — | — |
Portfolio Performance
Performance for Q3 2026
+8.9%
Performance Last 4 Quarters
-3.4%
- Stdev
- +43%
- Beta
- +0.52
- Alpha
- +23%
- Max Drawdown
- -32.1%
- Annualized Perf
- +27.8%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +1.43
- Stutzer
- +0.23
- Treynor
- +0.64
- Sterling
- +0.86
- Calmar
- +0.87
- Information Ratio
- +0.31
- Tracking Error
- +42.9%
- Stdev Down
- +23.4%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +118.5%
- Worst 12 Months
- -14.2%
- Efficiency Ratio
- +0.3
- Sharpe
- +0.78
- Stdev Sectors
- 0%
- Skewness
- +0.25
- Kurtosis
- -0.47
- Upside Potential
- +3.27
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
* 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.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Malka Meyer and what type of investor is it?
Malka Meyer 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 (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $8.8M, spread across 1 disclosed positions.
What are Malka Meyer's largest equity positions?
Based on the latest 13F filing, Malka Meyer's top holdings by market value are:
1. Nu Holdings Ltd. (NU) — $8.8M (100.0%)
What changes did Malka Meyer make in its most recent portfolio filing?
No notable portfolio changes were recorded for Malka Meyer in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Malka Meyer focus on?
Malka Meyer is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 100.0%
Investment Profile
Malka Meyer returned an annualized 27.8% over the trailing 36 months — outperforming the S&P 500 by 23.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.52 (less volatile than the market) and a 56% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Financials.
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Developer Access
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