NewGen Asset Management Ltd

All 13F Filings

Location
Toronto, A6
Most recent 13F
Q4 2025
Holdings value ($000)
161,997
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 23 161,997 13F-HR NewGen Asset Management Ltd
Q3 2025 12/17/2025 29 374,044 13F-HR NewGen Asset Management Ltd
Q2 2025 8/25/2025 25 178,476 13F-HR/A - NEW HOLDINGS NewGen Asset Management Ltd
Q2 2025 8/19/2025 24 170,670 13F-HR NewGen Asset Management Ltd
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 5.596 K (3.5% of total reported value) · QoQ Δ: -208.4 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 156.4 K 100.0% 0 2.759 K -2.759 K
Debt 0 0.0% 0 884 -884
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
161,997
Holdings
23
QoQ value change ($000)
-212,047 (-56.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.