SEC 13F Intelligence

Managers / Q2 2026

Positano Wealth Management LtdNEW FILER

CIK 0002137428 · UNIT 2305, 23/F, FAR EAST FINANCE CENTRE, 16 HARCOURT ROAD, ADMIRALTY, HONG KONG, 00000 · 852 3702 3289

Reported Value
$135M
Q2 2026
Positions
24
Filings on Record
2
2019–present window
Filed
Jun 8, 2026
original filing

Summary

Positano Wealth Management Ltd reported $135M in U.S.-listed holdings across 24 positions for Q2 2026.

Its largest position, GOOGL, represents 15.7% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+91.7%
share of reported value
Largest Position
+15.7%
Alphabet

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. 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
Q2 ’26: $135MQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.5%Other: 9.9%ADR: 5.6%
  • Common Stock · 84.5% · $114M
  • Other · 9.9% · $13M
  • ADR · 5.6% · $8M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
GOOGLALPHABET INCNEW+73.6K73.6K+$21M$21M
NVDANVIDIA CORPORATIONNEW+121.4K121.4K+$21M$21M
MSFTMICROSOFT CORPNEW+44.6K44.6K+$17M$17M
VVISA INCNEW+48.9K48.9K+$15M$15M
CHUBB LTD SWITZNEW+40.9K40.9K+$13M$13M
MARMARRIOTT INTL INC NEWNEW+31.3K31.3K+$10M$10M
CRMSALESFORCE INCNEW+42.1K42.1K+$8M$8M
MUMICRON TECHNOLOGY INCNEW+22.7K22.7K+$8M$8M

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

Holdings — Q2 2026

24 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INChistory →CAP STK CL A15.67%$21M73.6K
2NVDANVIDIA CORPORATIONhistory →COM15.66%$21M121.4K
3MSFTMICROSOFT CORPhistory →COM12.22%$17M44.6K
4VVISA INChistory →COM CL A10.94%$15M48.9K
5CHUBB LTD SWITZCOM9.85%$13M40.9K
6MARMARRIOTT INTL INC NEWhistory →CL A7.58%$10M31.3K
7CRMSALESFORCE INChistory →COM5.82%$8M42.1K
8MUMICRON TECHNOLOGY INChistory →COM5.68%$8M22.7K
9TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS5.05%$7M20.2K
10QCOMQUALCOMM INChistory →COM3.23%$4M33.9K
11HPEHEWLETT PACKARD ENTERPRISE Chistory →COM3.18%$4M180.4K
12AVGOBROADCOM INChistory →COM1.62%$2M7.1K
13AAPLAPPLE INCCOM0.93%$1M4.9K
14UBERUBER TECHNOLOGIES INCCOM0.57%$764,61610.6K
15INTUINTUITCOM0.55%$747,5851.7K
16FISVFISERV INCCOM0.48%$654,42211.7K
17ATHMAUTOHOME INCSP ADS RP CL A0.33%$440,99025.4K
18METAMETA PLATFORMS INCCL A0.28%$377,034659
19FUTUFUTU HLDGS LTDSPON ADS CL A0.24%$327,6772.4K
20CIENCIENA CORPCOM NEW0.07%$95,505246
21MKLMARKEL GROUP INCCOM0.02%$24,88313
22ADBEADOBE INCCOM0.02%$23,57997
23SPGIS&P GLOBAL INCCOM0.01%$17,43941
24AJGGALLAGHER ARTHUR J & COCOM0.01%$13,86164

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$135M24Jun 8, 202613F-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 ↗.