Malka Meyer 13F Filings Tracker & Analysis

Name: Malka Meyer — 13F Holdings, 2023-09-30
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 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%.

Browse other institutions with under $100M AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 100
Portfolio Stability: 0
Momentum/Contrarian: 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.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/malka-meyer

Recent moves

No 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

-6.1%

Performance Last 4 Quarters

+11.2%

Stdev: +44%
Beta: +0.64
Alpha: +15.2%
Max Drawdown: -32.1%
Annualized Perf: +19.5%
Batting Avg vs S&P: +55.6%
Sortino: +1.09
Stutzer: +0.18
Treynor: +0.42
Sterling: +0.6
Calmar: +0.61
Information Ratio: +0.2
Tracking Error: +43.4%
Stdev Down: +24.8%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +118.5%
Worst 12 Months: -14.2%
Efficiency Ratio: +0.19
Sharpe: +0.62
Stdev Sectors: 0%
Skewness: +0.3
Kurtosis: -0.55
Upside Potential: +3.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Top holdings
2023-09-30	1	$8.8M	1NU Top holdings2023-09-30 1.NU
2023-06-30	1	$9.5M	1NU Top holdings2023-06-30 1.NU
2023-03-31	1	$5.8M	1NU Top holdings2023-03-31 1.NU
2022-12-31	1	$4.9M	1NU Top holdings2022-12-31 1.NU

Holding changes this quarter

Position changes disclosed by Malka Meyer for the quarter ending 2023-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR

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%

Peer Institutions

Institutions with a similar AUM

BPV Resources, LLC

CIK 0001513702

Total reported value

$8.8M

9 stks

2015-06-30

Stale — no recent filing

Concentration100.0

Portfolio Stability57.7

Sector conviction0.0

AUM within 0.4% of this institution

View detail

Spindletop Capital, LLC

CIK 0001633677

Total reported value

$8.7M

3 stks

2020-09-30

Stale — no recent filing

Concentration100.0

Portfolio Stability100.0

Sector conviction100.0

AUM within 0.6% of this institution

View detail

Pactiv General Employee Benefit Trust

CIK 0001732988

Total reported value

$8.7M

1 stks

2023-09-30

Stale — no recent filing

Concentration100.0

Portfolio Stability0.0

Sector conviction0.0

AUM within 1.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Chubb Ltd

CIK 0000896159

Total reported value

$29.9M

3 stks

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Stale — no recent filing

Concentration100.0

Portfolio Stability0.0

Sector conviction0.0

1 of the top 5 holdings overlap, including Nu Holdings Ltd.

View detail

Washington University

CIK 0000903603

Total reported value

$264.8M

3 stks

2026-06-30

Concentration100.0

Portfolio Stability67.1

Sector conviction100.0

1 of the top 5 holdings overlap, including Nu Holdings Ltd.

View detail

Glynn Capital Management LLC

CIK 0000911270

Total reported value

$209.2M

42 stks

2026-03-31

Concentration26.7

Portfolio Stability70.6

Sector conviction100.0

1 of the top 5 holdings overlap, including Nu Holdings Ltd.

View detail

Malka Meyer 13F Filings Tracker & Analysis

CIK: 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%.

Browse other institutions with under $100M AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 100
Portfolio Stability: 0
Momentum/Contrarian: 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.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/malka-meyer

Recent moves

No 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

-6.1%

Performance Last 4 Quarters

+11.2%

Stdev: +44%
Beta: +0.64
Alpha: +15.2%
Max Drawdown: -32.1%
Annualized Perf: +19.5%
Batting Avg vs S&P: +55.6%
Sortino: +1.09
Stutzer: +0.18
Treynor: +0.42
Sterling: +0.6
Calmar: +0.61
Information Ratio: +0.2
Tracking Error: +43.4%
Stdev Down: +24.8%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +118.5%
Worst 12 Months: -14.2%
Efficiency Ratio: +0.19
Sharpe: +0.62
Stdev Sectors: 0%
Skewness: +0.3
Kurtosis: -0.55
Upside Potential: +3.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Top holdings
2023-09-30	1	$8.8M	1NU Top holdings2023-09-30 1.NU
2023-06-30	1	$9.5M	1NU Top holdings2023-06-30 1.NU
2023-03-31	1	$5.8M	1NU Top holdings2023-03-31 1.NU
2022-12-31	1	$4.9M	1NU Top holdings2022-12-31 1.NU

Holding changes this quarter

Position changes disclosed by Malka Meyer for the quarter ending 2023-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR