StockDriftsStockDriftsTop 1 Trikon Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 100% | 4.2K | $1.8M | -80.33%(-17.27K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Trikon Asset Management Ltd reports $1.84M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is NVDA (100.0%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trikon Asset Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803478). View Trikon Asset Management Ltd’s 13F filings on SEC