SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Gordian Capital Singapore Pte Ltd

CIK 0001869164 · #12-01 PHILIPPINE AIRLINES BUILDING, 135 CECIL STREET, SINGAPORE, U0, 069536 · 65 6597 6680

Reported Value
$59M
Q1 2023
Positions
114
Filings on Record
18
2022–present window
Filed
May 15, 2023
original filing

Summary

Gordian Capital Singapore Pte Ltd reported $59M in U.S.-listed holdings across 114 positions for Q1 2023.

Its largest position, MSFT, represents 14.9% of the portfolio.

Compared with Q4 2022, the fund opened 5 new positions and exited 10.

Portfolio Metrics

Turnover
+10.4%
vs prior filed quarter
Top-10 Concentration
+61.4%
share of reported value
Largest Position
+14.9%
Microsoft
New / Exited
5 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $125MQ4 ’21Q1 ’22: $122MQ2 ’22: $74MQ3 ’22: $75MQ3 ’22Q4 ’22: $64MQ1 ’23: $59MQ2 ’23: $72MQ2 ’23Q3 ’23: $93MQ4 ’23: $111MQ1 ’24: $135MQ1 ’24Q2 ’24: $176MQ3 ’24: $266MQ4 ’24: $192MQ4 ’24Q1 ’25: $161MQ2 ’25: $68MQ3 ’25: $74MQ3 ’25Q4 ’25: $72MQ1 ’26: $60Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 88.9%ADR: 6.2%ETP: 4.8%Other: 0.0%
  • Common Stock · 88.9% · $53M
  • ADR · 6.2% · $4M
  • ETP · 4.8% · $3M
  • Other · 0.0% · $27,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MBLYMOBILEYE GLOBAL INC. CMNNEW+1.6K1.6K+$68,000$68,000
AERWINS TECHNOLOGY INC CMNNEW+11+$1,000$1,000
UNITED STATES NATURAL GAS FUND, LP ETFNEW+11+$1,000$1,000
TSPHTUSIMPLE HOLDINGS INC CMNNEW+3535+$1,000$1,000
LUMINAR TECHNOLOGIES INC CMNNEW+22+$1,000$1,000
AIC3.AI, INC. CMNADDED+100101+$3,000$4,000
CRWDCROWDSTRIKE HOLDINGS, INC. CMNADDED+1.0K1.0K+$137,000$139,000
TEAMATLASSIAN CORP CMNADDED+4950+$8,000$9,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

112 positions (from 114 filing rows — )
#IssuerClass% PortfolioValueShares
1MSFTMICROSOFT CORPhistory →COM14.93%$9M30.6K
2AAPLAPPLE INChistory →COM8.59%$5M30.8K
3GOOGALPHABET INCCAP STK CL C · CAP STK CL A8.20%$5M46.6K
4TSLATESLA INChistory →COM6.17%$4M17.6K
5NFLXNETFLIX INChistory →COM5.73%$3M9.8K
6EXMOCEXXON MOBIL CORPhistory →COM3.94%$2M21.2K
7IBMINTERNATIONAL BUSINESS MACHShistory →COM3.66%$2M16.5K
8METAFACEBOOK INChistory →CL A3.48%$2M9.7K
9AMZNAMAZON COM INChistory →COM3.44%$2M19.6K
10NKENIKE INChistory →CL B3.28%$2M15.8K
11IVVISHARES TRhistory →CORE S&P500 ETF3.26%$2M4.7K
12VVISA INChistory →COM CL A2.95%$2M7.7K
13COPCONOCOPHILLIPShistory →COM2.94%$2M17.5K
14MAMASTERCARD INCORPORATEDhistory →CL A2.69%$2M4.4K
15TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS2.62%$2M16.6K
16NVDANVIDIA CORPORATIONhistory →COM2.55%$2M5.4K
17INTCINTEL CORPhistory →COM2.45%$1M44.3K
18BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS2.15%$1M12.4K
19DISDISNEY WALT COhistory →COM2.11%$1M12.5K
20PROSHARES TRSHORT S&P 500 NE1.52%$900,00060.0K
21WMTWALMART INChistory →COM1.40%$827,0005.6K
22AMDADVANCED MICRO DEVICES INChistory →COM1.38%$816,0008.3K
23GSGOLDMAN SACHS GROUP INChistory →COM1.22%$720,0002.2K
24JPMJPMORGAN CHASE & COhistory →COM1.16%$688,0005.3K
25SBUXSTARBUCKS CORPCOM0.95%$564,0005.4K
26ACTIVISION BLIZZARD INCCOM0.68%$401,0004.7K
27BIDUBAIDU INCSPON ADR REP A0.61%$358,0002.4K
28HDBHDFC BANK LTD-ADRSPONSORED ADS0.55%$327,0004.9K
29CRMSALESFORCE INC CMNCOM0.54%$319,0001.6K
30BACBK OF AMERICA CORPCOM0.50%$297,00010.4K
31WFCWELLS FARGO CO NEWCOM0.49%$292,0007.8K
32MCDMC DONALDS CORP CMNCOM0.47%$280,0001.0K
33WDAYWORKDAY INC-CLASS ACL A0.37%$221,0001.1K
34COINCOINBASE GLOBAL INCCOM CL A0.35%$209,0003.1K
35ABNBAIRBNB, INC. CMN CLASS ACOM CL A0.35%$207,0001.7K
36ADBEADOBE INCCOM0.30%$178,000460
37SWKSSKYWORKS SOLUTIONS, INC. CMNCOM0.30%$177,0001.5K
38NOWSERVICENOW INCCOM0.29%$172,000368
39CRWDCROWDSTRIKE HOLDINGS, INC. CMNCL A0.24%$139,0001.0K
40BRK/BBERKSHIRE HATHAWAY INC-CL BCL B NEW0.20%$120,000388
41NIONIO INCSPON ADS0.18%$106,00010.0K
42CSIQCANADIAN SOLAR INCCOM0.16%$92,0002.3K
43MBLYMOBILEYE GLOBAL INC. CMNCOMMON CLASS A0.12%$68,0001.6K
44WBDWARNER BROS DISCOVERY INC CMNCOM SER A0.08%$46,0003.0K
45XPEVXPENG INCADS0.06%$34,0003.0K
46OKTAOKTA, INC. CMN CLASS ACL A0.05%$32,000362
47DIREXION DAILY 20 YR TREASURY BULL 3X SHARES20YR TRES BULL0.03%$19,0002.1K
48PLTRPALANTIR TECHNOLOGIES INCCL A0.03%$18,0002.0K
49ARKKARK ETF TRINNOVATION ETF · GENOMIC REV ETF0.03%$17,000450
50RBLXROBLOX CORPORATION CMN CLASS ACL A0.03%$15,000322
51PANWPALO ALTO NETWORKS INC. CMNCOM0.02%$11,00053
52TEAMATLASSIAN CORP CMNCL A0.02%$9,00050
53ASMLASML HOLDING N.V. ADR CMNN Y REGISTRY SHS0.01%$8,00011
54AMYRIS INCCOM NEW0.01%$7,0004.7K
55AIC3.AI, INC. CMNCL A0.01%$4,000101
56RCLROYAL CARIBBEAN GROUP ISIN: LR0008862868COM0.01%$4,00052
57HUBSHUBSPOT INC. CMNCOM0.01%$3,0006
58BKNGBOOKING HOLDINGS INC. CMNCOM0.01%$3,0001
59ETF MANAGERS TRETFMG ALTR HRVST0.01%$3,000570
60BABOEING COMPANY CMNCOM0.01%$3,00011
61YOLOADVISORSHARES TRPURE CANNABIS0.00%$2,000430
62ZSZSCALER, INC. CMNCOM0.00%$2,00010
63EXPEEXPEDIA GROUP INC CMNCOM NEW0.00%$2,00011
64UPSTUPSTART HLDGS INCCOM0.00%$2,00081
65MSTRMICROSTRATEGY INCORPORATED CMN CLASS ACL A NEW0.00%$1,0001
66AERWINS TECHNOLOGY INC CMNCOM0.00%$1,0001
67XYZBLOCK INCCL A0.00%$1,0001
68CCLCARNIVAL CORPORATION CMNCOMMON STOCK0.00%$1,0001
69COSTCOSTCO WHOLESALE CORPORATION CMNCOM0.00%$1,0001
70DANAOS CORPORATION CMNSHS0.00%$1,0001
71DDOGDATADOG, INC. CMN CLASS ACL A COM0.00%$1,0001
72DALDELTA AIR LINES, INC. CMNCOM NEW0.00%$1,0001
73DMTKQDERMTECH INCCOM0.00%$1,000100
74DOCUDOCUSIGN, INC. CMNCOM0.00%$1,0001
75DOCSDOXIMITY, INC. CMNCL A0.00%$1,00016
76ELESTEE LAUDER COS INC CL-A CMN CLASS ACL A0.00%$1,0001
77EURONAV NV CMNSHS0.00%$1,0001
78SRTAEXPERIENCE INVESTMENT CORP CMNCL A COM0.00%$1,0001
79URAGLOBAL X URANIUM ETF ETFGLOBAL X URANIUM0.00%$1,0001
80HLTHILTON WORLDWIDE HOLDINGS INC. CMNCOM0.00%$1,0001
81PEJINVESCO ETF TRUST-INVESCO DYNAMIC LEISURE AND ETRNTMNT ETF CMNDYNMC LEISURE0.00%$1,0001
82QQQINVESCO QQQ TRUST ETF, SERIES 1 ETFUNIT SER 10.00%$1,0001
83INVESTMENT MANAGERS SERIES TRUST II AXS SHORT INNOVATION DAILY ETF ETFAXS SHORT INNOV0.00%$1,0002
84HDVISHARES CORE HIGH DIVIDEND ETFCORE HIGH DV ETF0.00%$1,0005
85TLTISHARES 20 YEAR TREASURY BOND ETF20 YR TR BD ETF0.00%$1,0001
86IEVISHARES EUROPE ETFEUROPE ETF0.00%$1,0001
87EWZISHARES MSCI BRAZIL ETFISHARES INC0.00%$1,00021
88EEMISHARES MSCI EMERGING MKTS ETFMSCI EMG MKT ETF0.00%$1,0001
89IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF0.00%$1,0001
90KEYSKEYSIGHT TECHNOLOGIES, INC. CMNCOM0.00%$1,0001
91LVSLAS VEGAS SANDS CORP. CMNCOM0.00%$1,0001
92LULULULULEMON ATHLETICA INC. CMNCOM0.00%$1,0001
93LUMINAR TECHNOLOGIES INC CMNCOM CL A0.00%$1,0002
94MQMARQETA INCCLASS A COM0.00%$1,0001
95ACNACCENTURE PLC CMN CLASS ASHS CLASS A0.00%$1,0001
96OXYOCCIDENTAL PETROLEUM CORP CMNCOM0.00%$1,0001
97UCOPROSHARES TR IIULTA BLMBG 20170.00%$1,00025
98QCOMQUALCOMM INC CMNCOM0.00%$1,0001
99RIVNRIVIAN AUTOMOTIVE INC CMNCOM CL A0.00%$1,0001
100SESEA LIMITED SPONSORED ADR CMNSPONSORD ADS0.00%$1,0001

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$60M124May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$72M145Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$74M143Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$68M118Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$161M158May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$192M164Feb 18, 202513F-HRchanges · EDGAR ↗
Q3 2024$266M188Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$176M184Aug 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$135M134May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$111M132Feb 23, 202413F-HRchanges · EDGAR ↗
Q3 2023$93M138Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$72M133Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$59M114May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$64M124Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$75M119Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$74M131Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$122M132May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$125M128Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.