Alken Asset Management Ltd
CIK
1629996
Location
LONDON, X0
Portfolio Value
Micro
$5,346,946
Diversification
Highly concentrated
Filing Date
Global Rank
#7,967
/ 8,232
▲ 344
Top Industry
Software - Infrastructure
69.4%
3Y Alpha vs SPY
-4.8%
Period ended 2 months ago
Filed Apr 24, 2026 · 50d
20 quarters · since Jun 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.5%
SPY
+76.5%
Annualised alpha
-4.8%
Max drawdown
−25.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
60.9%
+22.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,233
Highly concentrated+856
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 60.9% | $3,257,496 |
| Consumer Defensive | 15.8% | $844,155 |
| Unclassified | 12.2% | $652,384 |
| Financial Services | 11.1% | $592,911 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 8,800 | $3,257,496 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$5,346,946 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
NEW | 8,800 | $3,257,496 | 60.92% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 11,100 | $844,155 | 15.79% | |
| IAU |
Ishares Gold Trust
|
Held | 7,400 | $652,384 | 12.20% | |
| MSCI |
MSCI Inc.
Financial Services
|
Held | 1,100 | $592,911 | 11.09% |