CIK: 0002014593
Total reported value
$874.2M
Reporting period: 2026-03-31 · Number of holdings: 5
Power Alpha Investment Ltd disclosed 5 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $874.2M and a quarterly turnover rate of 10.7%.
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Power Alpha Investment Ltd's disclosed holdings carry a Herfindahl concentration index of 0.878 — mathematically equivalent to about 1 equally-sized positions, well below its 5 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.06), with a handful of outsized bets alongside many smaller positions.
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 1% 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.
Trim VOO
-30.5% -$20.3M
Add SPY
-4.3% -$78.1M
Add SMH
0.0% $349.1K
Add IVV
0.0% -$291.9K
Add BRK-B
0.0% -$218.1K
| # | 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 | 93.59% | +1.45% | -4.28% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.55% | -1.63% | -30.48% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.04% | — | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.66% | +0.10% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | +0.03% | — |
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+9.1%
Based on 5 months of available history
Power Alpha Investment Ltd's most significant position changes for 2026-03-31: Trim: Vanguard S&p 500 ETF (VOO) — shares -30.48%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -4.28%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | -4.28% | Trim |
| 2 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 3 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 5 | VOO | Vanguard S&p 500 ETF | -1.6% | -30.48% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-23 | 13F-HR | View on EDGAR |
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