Myriad Asset Management US LP
CIK
1857187
Location
WEST PALM BEACH, FL
Portfolio Value
Micro
$42,583,975
Diversification
Diversified
Filing Date
Global Rank
#3,330
/ 4,286
▲ 3535
Top Industry
Semiconductors
16.6%
3Y Alpha vs SPY
-36.9%
Period ended 37 days ago
Filed Jul 20, 2026 · 17d
11 quarters · since Jun 2022
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Not a measure of this manager's performance.
Most of Myriad Asset Management US LP's reported book is option positions, which a stock-only clone
cannot replicate. The figures below are the return of the
90% that is ordinary stock — as little as
9% in one quarter — so a manager whose options
thesis lost money can still show a large gain here.
Cloned portfolio
-40.0%
SPY
+78.8%
Annualised alpha
-37.0%
Max drawdown
−63.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 90% of reported value on average across 9 quarters. Past performance does not predict future results.
Portfolio Concentration
45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.4%
−24.0 pts
Top 5
32.1%
−22.5 pts
Top 10
48.8%
−18.2 pts
HHI
360
Diversified−892
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.1% | $14,926,944 |
| Financial Services | 16.6% | $7,058,220 |
| Industrials | 12.1% | $5,153,913 |
| Basic Materials | 9.5% | $4,059,202 |
| Communication Services | 9.3% | $3,981,392 |
| Healthcare | 8.9% | $3,805,470 |
| Consumer Cyclical | 5.5% | $2,362,187 |
| Energy | 2.9% | $1,236,647 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SMERY | Siemens Energy AG/ADR | +22,236 | 27,795 | $1,060,101 | |
| C | Citigroup Inc | +2,226 | 7,273 | $1,017,929 | |
| BAC | Bank Of America Corp /De/ | +2,110 | 13,849 | $789,116 | |
| UNP | Union Pacific Corp | +1,759 | 2,920 | $794,240 | |
| AMZN | Amazon Com Inc | +1,701 | 9,911 | $2,362,187 | |
| JPM | Jpmorgan Chase & Co | +1,315 | 4,540 | $1,486,078 | |
| GOOGL | Alphabet Inc. | +1,031 | 9,035 | $3,228,837 | |
| NVDA | Nvidia Corp | +895 | 17,889 | $3,579,410 | |
| MS | Morgan Stanley | +722 | 4,816 | $1,006,736 | |
| AVGO | Broadcom Inc. | +609 | 3,598 | $1,359,144 | |
| DE | Deere & Co | +320 | 898 | $569,628 | |
| VMC | Vulcan Materials CO | +256 | 2,176 | $641,941 | |
| GS | Goldman Sachs Group Inc | +145 | 889 | $899,107 | |
| MLM | Martin Marietta Materials Inc | +126 | 1,043 | $601,498 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BHP | BHP Group Ltd | −7,021 | 5,222 | $435,044 | |
| MU | Micron Technology Inc | −1,010 | 609 | $702,962 | |
| LRCX | Lam Research Corp | −589 | 1,576 | $682,928 | |
| WFC | Wells Fargo & Company/Mn | −248 | 4,290 | $354,525 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −238 | 2,008 | $958,960 | |
| CAT | Caterpillar Inc | −202 | 806 | $858,309 | |
| MSFT | Microsoft Corp | −196 | 4,866 | $1,815,115 | |
| META | Meta Platforms, Inc. | −122 | 1,336 | $752,555 | |
| ASML | Asml Holding NV | −102 | 565 | $1,124,033 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 9,305 | $2,692,494 | |
| LLY | ELI LILLY & Co | 1,480 | $1,775,156 | |
| V | Visa Inc. | 3,302 | $1,132,883 | |
| TMO | Thermo Fisher Scientific Inc. | 1,460 | $731,985 | |
| AMAT | Applied Materials Inc /De | 925 | $668,775 | |
| CSX | Csx Corp | 13,753 | $653,680 | |
| LNG | Cheniere Energy, Inc. | 2,210 | $528,212 | |
| GLW | Corning Inc /Ny | 2,030 | $518,522 | |
| DHR | Danaher Corp /De/ | 2,675 | $509,534 | |
| ISRG | Intuitive Surgical Inc | 1,208 | $480,397 | |
| VLO | Valero Energy Corp/Tx | 1,812 | $471,917 | |
| MRVL | Marvell Technology, Inc. | 1,581 | $470,964 | |
| MA | Mastercard Inc | 724 | $371,846 | |
| NUE | Nucor Corp | 1,664 | $370,656 | |
| PANW | Palo Alto Networks Inc | 1,037 | $353,637 | |
| NVO | Novo Nordisk A S | 6,433 | $308,398 | |
| BE | Bloom Energy Corp | 881 | $266,678 | |
| ABLZF | Abb Ltd | 2,420 | $260,537 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | 275,242 | $12,853,801 | |
| HSBC | Hsbc Holdings PLC | 6,949 | $573,223 | |
| VALE | Vale S.A. | 31,302 | $498,014 | |
| SAN | Banco Santander, S.A. | 30,208 | $340,746 | |
| AA | Alcoa Corp | 4,993 | $331,185 | |
| AMD | Advanced Micro Devices Inc | 1,495 | $304,127 | |
| PHM | Pultegroup Inc/Mi/ | 2,573 | $302,610 | |
| PNC | Pnc Financial Services Group, Inc. | 1,436 | $298,817 | |
| USB | US Bancorp De | 5,727 | $297,861 | |
| DHI | Horton D R Inc /De/ | 2,074 | $284,594 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 11,301 | $244,779 | |
| LEN | Lennar Corp /New/ | 2,494 | $216,578 | |
| TFC | Truist Financial Corp | 4,579 | $210,496 | |
| No positions match the current search. | ||||
45 tracked positions ·
$42,583,975 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 17,889 | $3,579,410 | 8.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,035 | $3,228,837 | 7.58% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 9,305 | $2,692,494 | 6.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,911 | $2,362,187 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,866 | $1,815,115 | 4.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 1,480 | $1,775,156 | 4.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,540 | $1,486,078 | 3.49% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 21,640 | $1,360,939 | 3.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,598 | $1,359,144 | 3.19% | |
| V |
Visa Inc.
Financial Services
|
NEW | 3,302 | $1,132,883 | 2.66% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 565 | $1,124,033 | 2.64% | |
| SMERY |
Siemens Energy AG/ADR
Industrials
|
Added | 27,795 | $1,060,101 | 2.49% | |
| C |
Citigroup Inc
Financial Services
|
Added | 7,273 | $1,017,929 | 2.39% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 4,816 | $1,006,736 | 2.36% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,008 | $958,960 | 2.25% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 889 | $899,107 | 2.11% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 806 | $858,309 | 2.02% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,920 | $794,240 | 1.87% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,849 | $789,116 | 1.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,336 | $752,555 | 1.77% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 1,460 | $731,985 | 1.72% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 609 | $702,962 | 1.65% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 1,621 | $690,740 | 1.62% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,576 | $682,928 | 1.60% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 925 | $668,775 | 1.57% | |
| CSX |
Csx Corp
Industrials
|
NEW | 13,753 | $653,680 | 1.54% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Held | 10,917 | $649,124 | 1.52% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 2,176 | $641,941 | 1.51% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 1,043 | $601,498 | 1.41% | |
| DE |
Deere & Co
Industrials
|
Added | 898 | $569,628 | 1.34% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
NEW | 2,210 | $528,212 | 1.24% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 2,030 | $518,522 | 1.22% | |
| DHR |
Danaher Corp /De/
Healthcare
|
NEW | 2,675 | $509,534 | 1.20% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
NEW | 1,208 | $480,397 | 1.13% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 1,812 | $471,917 | 1.11% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 1,581 | $470,964 | 1.11% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Reduced | 5,222 | $435,044 | 1.02% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 724 | $371,846 | 0.87% | |
| NUE |
Nucor Corp
Basic Materials
|
NEW | 1,664 | $370,656 | 0.87% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 4,290 | $354,525 | 0.83% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 1,037 | $353,637 | 0.83% | |
| NVO |
Novo Nordisk A S
Healthcare
|
NEW | 6,433 | $308,398 | 0.72% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 881 | $266,678 | 0.63% | |
| ABLZF |
Abb Ltd
Industrials
|
NEW | 2,420 | $260,537 | 0.61% | |
| CCJ |
Cameco Corp
Energy
|
Held | 2,322 | $236,518 | 0.56% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.