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Kaizen Capital Partners Ltd

Location
Central, K3
Portfolio Value
Micro $26,518,403
Diversification
Highly concentrated
Filing Date
Global Rank
#6,422 / 7,317 ▼ 1101
Top Industry
Software - Application 87.3%
3Y Alpha vs SPY
-9.3%
Period ended 2 years ago
Filed Feb 8, 2024 · 2y
5 quarters · since Dec 2022

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
+38.7%
SPY
+76.3%
Annualised alpha
-9.3%
Max drawdown
−41.4%

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

3 positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023
Top Position
81.5%
+5.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,830
Dec 2022 → Dec 2023 · range 2,282 – 6,830
Highly concentrated+596

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2023
Sector % Portfolio Value
Technology 87.3% $23,159,045
Financial Services 12.7% $3,359,358

Last Quarter's Activity

Export CSV
Dec 31, 2023 vs Sep 30, 2023

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

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

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
3 positions · $26,518,403 total · as of Dec 31, 2023
Ticker Company Shares Value (USD) % of Portfolio History