PA
Power Alpha Investment Ltd 13F Holdings & Position Changes (Q2 2026)
Power Alpha Investment LtdCIK: 0002014593
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$993.6M
Reporting period: 2026-06-30 · Number of holdings: 4
Power Alpha Investment Ltd disclosed 4 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $993.6M and a quarterly turnover rate of 14.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 14.01
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 8
- Sizing Uniformity
- 81.71
Sector classification currently covers about 0% 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.govSold out SMH
Add BRK-B
+146.2% $7.0M
Add VOO
0.0% $5.9M
Trim SPY
-1.0% $111.3M
Unchanged IVV
0.0% $880.3K
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 93.55% | -0.04% | -1.05% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.60% | +0.05% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | +0.64% | +146.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | — | — |
Portfolio Performance
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+12.9%
- Stdev
- +18.9%
- Beta
- +1.01
- Alpha
- +1%
- Max Drawdown
- -1.1%
- Annualized Perf
- +27.4%
- Batting Avg vs S&P
- +83.3%
- Sortino
- +3.64
- Stutzer
- +0.45
- Treynor
- +0.26
- Sterling
- —
- Calmar
- +25.59
- Information Ratio
- +2.18
- Tracking Error
- +0.6%
- Stdev Down
- +7.1%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.52
- Sharpe
- +1.37
- Stdev Sectors
- —
- Skewness
- +0.33
- Kurtosis
- -0.83
- Upside Potential
- +5.33
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Power Alpha Investment Ltd's most significant position changes for 2026-06-30: Sold out: Vaneck Semiconductor ETF (SMH); Add: Berkshire Hathaway Inc-cl B (BRK-B) — shares +146.24%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -1.05%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +146.24% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 3 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.05% | Trim |
| 5 | SMH | Vaneck Semiconductor ETF | -0.7% | EXIT | Sold out |
Filing History
FAQ
What is Power Alpha Investment Ltd and what type of investor is it?
Power Alpha Investment 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $993.6M, spread across 4 disclosed positions.
What are Power Alpha Investment Ltd's largest equity positions?
Based on the latest 13F filing, Power Alpha Investment Ltd's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $929.5M (93.5%)
2. Vanguard S&p 500 ETF (VOO) — $45.7M (4.6%)
3. Berkshire Hathaway Inc-cl B (BRK-B) — $11.5M (1.1%)
4. Ishares Core S&p 500 ETF (IVV) — $6.9M (0.7%)
What changes did Power Alpha Investment Ltd make in its most recent portfolio filing?
In the latest reported quarter, Power Alpha Investment Ltd made 3 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Vaneck Semiconductor ETF (SMH); Add: Berkshire Hathaway Inc-cl B (BRK-B) — shares +146.24%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -1.05%
What sectors does Power Alpha Investment Ltd focus on?
Sector breakdown data is not yet available for Power Alpha Investment Ltd. Check back after the next 13F processing cycle.
Investment Profile
Power Alpha Investment Ltd returned an annualized 27.4% over the trailing 6 months — outperforming the S&P 500 by 1.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.01 (roughly in line with the market) and a 83% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
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Developer Access
Access Power Alpha Investment Ltd's institutional profile programmatically:
REST API
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