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SHANDA ASSET MANAGEMENT HOLDINGS Ltd

Q2 2025 · Filed 2025-08-14
Market Value
$1.8B
+12.4%
Holdings
8
+1
New Purchases
1
Added To
1
Closed
3
Reduced
1
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 9.59% 1.42% +8.17% $176M
QQQ 75.01% 71.67% +3.34% $1.4B
NVDA 8.59% 6.63% +1.97% $158M
MRVL 0.84% 0.00% +0.84% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 5.97% 11.63% -5.67% $110M
META 0.00% 3.52% -3.52% $0
AAPL 0.00% 3.40% -3.40% $0
MRNA 0.00% 1.73% -1.73% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $1.8B 99.2%
Large Cap 2 $15M 0.8%

Portfolio Analytics

Avg Market Cap
$2.4T
Median Market Cap
$2.2T
Avg P/E
35.8
Median P/E
32.1
Avg Dividend Yield
0.00%
Avg Beta
1.47
# Stocks
7
# ETFs / Funds
1

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQ 75.01% 2,500,000 $1.4B $551.64 $207M
2 GOOGL 9.59% 1,000,000 $176M $176.23 $153M +850,000 +566.7%
3 NVDA 8.59% 1,000,000 $158M $157.99 $50M
4 AMZN 5.97% 500,000 $110M $219.39 -$81M -500,000 -50.0%
5 MRVL 0.84% 200,000 $15M $77.40 +200,000 NEW
6 AAPL —% -$56M -250,000 -100.0% SOLD
7 META —% -$58M -100,000 -100.0% SOLD
8 MRNA —% -$28M -1,000,000 -100.0% SOLD

New Positions

SymbolValue% Port
MRVL $15M 0.84%

Sold Out Positions

SymbolValue% Port
AAPL —%
MRNA —%
META —%
View SEC EDGAR Filings for SHANDA ASSET MANAGEMENT HOLDINGS Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms