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Vienna Asset Management LLC

Location
SARATOGA, CA
Portfolio Value
Micro $77,779,038
Diversification
Diversified
Filing Date
Global Rank
#5,818 / 8,232 ▼ 567
Top Industry
Auto Manufacturers 29.9%
3Y Alpha vs SPY
-1.3%
Period ended 2 months ago
Filed May 12, 2026 · 33d
14 quarters · since Dec 2021

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
+70.8%
SPY
+76.3%
Annualised alpha
-1.3%
Max drawdown
−31.9%

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

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
22.2%
+2.4 pts
Top 5
51.0%
+5.9 pts
Top 10
73.9%
+4.1 pts
HHI
880
Jun 2022 → Mar 2026 · range 742 – 2,330
Diversified+139

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Unclassified 25.8% $20,080,649
Consumer Cyclical 25.8% $20,070,026
Technology 25.0% $19,421,686
Financial Services 18.1% $14,114,066
Communication Services 5.3% $4,092,611

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

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

Trimmed

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

New Positions

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

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
27 positions · $77,779,038 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History