Kaizen Investment Management Pte. Ltd.
CIK
2009000
Location
SINGAPORE, U0
Portfolio Value
Small
$587,544,286
Diversification
Highly concentrated
Filing Date
Global Rank
#2,147
/ 7,303
▲ 4555
Top Industry
Internet Retail
100.0%
3Y Alpha vs SPY
-30.9%
Period ended 1 year ago
Filed Oct 23, 2024 · 1y
2 quarters · since Mar 2024
Clone Performance
May 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-23.2%
SPY
+43.4%
Annualised alpha
-30.9%
Max drawdown
−60.2%
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
1 positions · as of Sep 30, 2024 · Δ vs Mar 31, 2024Top Position
100.0%
+41.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+5,542
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 100.0% | $587,544,286 |
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 |
|---|---|---|---|---|
| SE | Sea Ltd | 6,231,908 | $587,544,286 | |
| No positions match the current search. | ||||
1 positions ·
$587,544,286 total
· as of Sep 30, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SE |
Sea Ltd
Consumer Cyclical
|
NEW | 6,231,908 | $587,544,286 | 100.00% |