Location
Tokyo, M0
Holdings as of
3/31/2014
Date filed
5/12/2014
Form type
13F-HR
Num holdings
256
Total value ($000)
$37,233
Net value change ($000)
-22,806 (-38.0%)
New positions
64
Sold out positions
49
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
META 158 2633.3%
MSFT 85 33.1%
ORCL 69 345.0%
Hewlett-Packard Company 65 3250.0%
AAPL 64 12.7%
T 57 NEW
AMAT 51 NEW
PG 48 NEW
DIRECTV 43 119.4%
CMA 43 NEW
Top Reduces (Value $000, Stocks/ETFs)
PRECIDIAN ETFS TR -20,410 -44.6%
Alphabet Inc. Class C -160 -46.5%
MLCO -103 -100.0%
CELG -77 -37.9%
AMZN -72 -27.7%
GILD -70 -27.1%
GM -70 -100.0%
GS -66 -83.5%
HD -60 -32.1%
RESTORATION HARDWARE HLDGS I COM -59 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type