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Gold Dragon Worldwide Asset Management Ltd

Location
CENTRAL, K3
Portfolio Value
Small $151,289,780
Diversification
Highly concentrated
Filing Date
Global Rank
#3,473 / 6,723 ▲ 318
Top Industry
Credit Services 100.0%
3Y Alpha vs SPY
-15.8%
Period ended 3 years ago
Filed Aug 11, 2022 · 3y
7 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+14.0%
SPY
+76.3%
Annualised alpha
-16.4%
Max drawdown
−66.1%

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

2 positions · as of Jun 30, 2022 · Δ vs Mar 31, 2022
Top Position
52.0%
+5.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,008
Dec 2020 → Jun 2022 · range 4,217 – 5,366
Highly concentrated+668

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2022
Sector % Portfolio Value
Financial Services 100.0% $151,289,780

Last Quarter's Activity

Export CSV
Jun 30, 2022 vs Mar 31, 2022

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
2 positions · $151,289,780 total · as of Jun 30, 2022
Ticker Company Shares Value (USD) % of Portfolio History