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Trikon Asset Management Ltd Historical SEC 13F Holdings & Archive (Q3 2023)
Trikon Asset Management LtdCIK: 0001803478
Concentrated strategySector-focusedLong-term holder
Total reported value
$1.8M
Reporting period: 2023-09-30 · Number of holdings: 1
Trikon Asset Management Ltd disclosed 1 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $1.8M 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 | NVDA | Nvidia CORP | Stock-Tech | 100.00% | — | -80.33% |
Portfolio Performance
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+25.1%
- Stdev
- +39.3%
- Beta
- +2.09
- Alpha
- +16.1%
- Max Drawdown
- -21.6%
- Annualized Perf
- +64.5%
- Batting Avg vs S&P
- +61.1%
- Sortino
- +3.52
- Stutzer
- +0.45
- Treynor
- +0.28
- Sterling
- +2.59
- Calmar
- +2.99
- Information Ratio
- +1.19
- Tracking Error
- +31.8%
- Stdev Down
- +16.4%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +238.9%
- Worst 12 Months
- +13%
- Efficiency Ratio
- +1
- Sharpe
- +1.47
- Stdev Sectors
- 0%
- Skewness
- +0.36
- Kurtosis
- -0.59
- Upside Potential
- +5.26
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Trikon Asset Management Ltd and what type of investor is it?
Trikon Asset Management 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 (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $1.8M, spread across 1 disclosed positions.
What are Trikon Asset Management Ltd's largest equity positions?
Based on the latest 13F filing, Trikon Asset Management Ltd's top holdings by market value are:
1. Nvidia CORP (NVDA) — $1.8M (100.0%)
What changes did Trikon Asset Management Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Trikon Asset Management Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Trikon Asset Management Ltd focus on?
Trikon Asset Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 100.0%
Investment Profile
Trikon Asset Management Ltd returned an annualized 64.5% over the trailing 36 months — outperforming the S&P 500 by 16.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 2.09 (more volatile than the market) and a 61% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Information Technology.
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Developer Access
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