Location
Tokyo, M0
Holdings as of
6/30/2021
Date filed
8/13/2021
Form type
13F-HR
Num holdings
763
Total value ($000)
$11,391,542
Net value change ($000)
+1,247,535 (12.3%)
New positions
35
Sold out positions
14
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2021
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)
KOKU 136,603 21.8%
MRVL 74,850 NEW
QQQ 69,619 11.1%
VOO 64,754 8.0%
PG 50,135 94.7%
IVV 49,719 8.1%
AAPL 48,374 17.7%
TREX 45,131 NEW
GOOGL 44,297 33.4%
SPGI 36,554 110.2%
Top Reduces (Value $000, Stocks/ETFs)
Marvell Technology Group -59,756 -100.0%
TMO -39,234 -60.9%
IHS Markit Ltd. -34,624 -52.1%
BR -16,653 -45.6%
TSM -15,365 -100.0%
TT -14,777 -28.1%
BDX -13,599 -44.4%
FMC -13,000 -90.4%
ADBE -11,783 -25.3%
TRU -9,134 -81.9%
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