Power Alpha Investment Ltd
CIK 2014593 · View on SEC EDGAR ↗
- Portfolio value
- $993.6M
- Positions
- 4
- As of
- June 30, 2026
Portfolio value QoQ: +13.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 3
- Effective number of positions
- 1.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.73% Est. buys $6,805,304 · sells $15,606,243
- New positions
- 0
- Increased
- 1
- Decreased
- 1
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 93.4% · Options excluded: 0.0%
Sector breakdown
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $929,492,058 | 93.55% | 1,244,951 | $111,266,137 | Down ×2 | ||
| VOO | $45,741,546 | 4.60% | 66,600 | $5,944,716 | |||
| BRKB | $11,458,931 | 1.15% | 22,900 | $7,002,371 | Up ×1 | ||
| IVV | $6,889,788 | 0.69% | 9,200 | $880,256 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPY | Trimmed | -13K | +$111.3M |
| BRKB | Bought more | +14K | +$7.0M |
| VOO | Price move only | +0 | +$5.9M |
| IVV | Price move only | +0 | +$880K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SMH | June 30, 2026 | 15,000 | $5,751,000 | -14.4% |