Positano Wealth Management Ltd

CIK

2137428

Location

HONG KONG, K3

Portfolio Value

Small $135,158,619

Diversification

Diversified

Filing Date

Global Rank

#4,724 / 8,232 ▲ 391

Top Industry

Semiconductors 31.4%

3Y Alpha vs SPY

+32.5%

Period ended 2 months ago

Filed Jun 8, 2026 · 6d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+17.3%

SPY

+9.1%

Annualised alpha

+32.1%

Max drawdown

−10.1%

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

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

−4.4 pts

Top 5

64.3%

−0.9 pts

Top 10

91.7%

+2.6 pts

HHI

1,031

Diversified−45

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	54.6%	$73,777,950	13
Financial Services	21.1%	$28,482,498	6
Communication Services	16.3%	$21,995,665	3
Consumer Cyclical	7.6%	$10,248,084	1
Unclassified	0.5%	$654,422	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	+29,546	42,146	$7,867,393
MSFT	Microsoft Corp	+24,550	44,601	$16,509,952
HPE	Hewlett Packard Enterprise Co	+22,775	180,389	$4,295,062
NVDA	Nvidia Corp	+20,660	121,352	$21,163,788
V	Visa Inc.	+9,883	48,901	$14,779,838
MU	Micron Technology Inc	+8,041	22,733	$7,680,116
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,492	20,182	$6,820,506
SPGI	S&P Global Inc.	+30	41	$17,438
MKL	Markel Group Inc.	+4	13	$24,882
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
ADBE	Adobe Inc.	−14,401	97	$23,578
GOOGL	Alphabet Inc.	−8,483	73,646	$21,177,643
MAR	Marriott International Inc /Md/	−7,411	31,333	$10,248,084
AAPL	Apple Inc.	−2,251	4,943	$1,254,483
ATHM	Autohome Inc.	−1,751	25,388	$440,989
CB	Chubb Ltd	−1,546	40,864	$13,318,803
QCOM	Qualcomm Inc/De	−423	33,926	$4,368,990
FISV	Fiserv Inc	−342	11,728	$654,422
META	Meta Platforms, Inc.	−19	659	$377,033
CIEN	Ciena Corp	−14	246	$95,504
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	10,630	$764,615
INTU	Intuit Inc.	1,729	$747,585
FUTU	Futu Holdings Ltd	2,396	$327,676
AJG	Arthur J. Gallagher & Co.	64	$13,861
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BEKE	KE Holdings Inc.	33,759	$532,041
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $135,158,619 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	73,646	-8,483	$21,177,643	−17.6%	15.67%
NVDA	Nvidia Corp Technology	Added	121,352	+20,660	$21,163,788	+12.7%	15.66%
MSFT	Microsoft Corp Technology	Added	44,601	+24,550	$16,509,952	+70.3%	12.22%
V	Visa Inc. Financial Services	Added	48,901	+9,883	$14,779,838	+8.0%	10.94%
CB	Chubb Ltd Financial Services	Reduced	40,864	-1,546	$13,318,803	+0.6%	9.85%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	31,333	-7,411	$10,248,084	−14.7%	7.58%
CRM	Salesforce, Inc. Technology	Added	42,146	+29,546	$7,867,393	+135.7%	5.82%
MU	Micron Technology Inc Technology	Added	22,733	+8,041	$7,680,116	+83.2%	5.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	20,182	+1,492	$6,820,506	+20.1%	5.05%
QCOM	Qualcomm Inc/De Technology	Reduced	33,926	-423	$4,368,990	−25.6%	3.23%
HPE	Hewlett Packard Enterprise Co Technology	Added	180,389	+22,775	$4,295,062	+13.4%	3.18%
AVGO	Broadcom Inc. Technology	Held	7,064	0	$2,186,378	−10.6%	1.62%
AAPL	Apple Inc. Technology	Reduced	4,943	-2,251	$1,254,483	−35.9%	0.93%
UBER	Uber Technologies, Inc Technology	NEW	10,630	NEW	$764,615	NEW	0.57%
INTU	Intuit Inc. Technology	NEW	1,729	NEW	$747,585	NEW	0.55%
FISV	Fiserv Inc	Reduced	11,728	-342	$654,422	−19.3%	0.48%
ATHM	Autohome Inc. Communication Services	Reduced	25,388	-1,751	$440,989	−27.0%	0.33%
META	Meta Platforms, Inc. Communication Services	Reduced	659	-19	$377,033	−15.8%	0.28%
FUTU	Futu Holdings Ltd Financial Services	NEW	2,396	NEW	$327,676	NEW	0.24%
CIEN	Ciena Corp Technology	Reduced	246	-14	$95,504	+57.1%	0.07%
MKL	Markel Group Inc. Financial Services	Added	13	+4	$24,882	+28.6%	0.02%
ADBE	Adobe Inc. Technology	Reduced	97	-14,401	$23,578	−99.5%	0.02%
SPGI	S&P Global Inc. Financial Services	Added	41	+30	$17,438	+203.4%	0.01%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	64	NEW	$13,861	NEW	0.01%