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SHANDA ASSET MANAGEMENT HOLDINGS Ltd

Q4 2025 · Filed 2026-02-13
Market Value
$2.1B
+7.1%
Holdings
12
+5
New Purchases
5
Added To
1
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
58.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 19.67% 15.10% +4.57% $407M
CRWV 1.38% 0.00% +1.38% $29M
INTC 0.89% 0.00% +0.89% $18M
QCOM 0.83% 0.00% +0.83% $17M
MRNA 0.43% 0.00% +0.43% $9M
AES 0.21% 0.00% +0.21% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 65.34% 68.36% -3.02% $1.4B
MRVL 0.00% 1.74% -1.74% $0
MU 0.00% 1.73% -1.73% $0
AMZN 2.23% 3.41% -1.18% $46M
NVDA 9.02% 9.66% -0.64% $186M
ZEO 0.00% 0.00% -0.00% $41K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $2.0B 98.0%
Large Cap 4 $42M 2.0%
Micro Cap 1 $41K 0.0%

Portfolio Analytics

Avg Market Cap
$1.3T
Median Market Cap
$347.0B
Avg P/E
32.0
Median P/E
31.5
Avg Dividend Yield
0.01%
Avg Beta
2.04
# Stocks
11
# ETFs / Funds
1

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQ 65.34% 2,200,000 $1.4B $614.31 $31M
2 GOOGL 19.67% 1,300,000 $407M $313.00 $115M +100,000 +8.3%
3 NVDA 9.02% 1,000,000 $186M $186.50 -$80K
4 AMZN 2.23% 200,000 $46M $230.82 -$20M -100,000 -33.3%
5 CRWV 1.38% 400,000 $29M $71.61 +400,000 NEW
6 INTC 0.89% 500,000 $18M $36.90 +500,000 NEW
7 QCOM 0.83% 100,000 $17M $171.05 +100,000 NEW
8 MRNA 0.43% 300,000 $9M $29.49 +300,000 NEW
9 AES 0.21% 300,000 $4M $14.34 +300,000 NEW
10 ZEO —% 37,249 $41K $1.09 -$10K
11 MRVL —% -$34M -400,000 -100.0% SOLD
12 MU —% -$33M -200,000 -100.0% SOLD

New Positions

SymbolValue% Port
CRWV $29M 1.38%
INTC $18M 0.89%
QCOM $17M 0.83%
MRNA $9M 0.43%
AES $4M 0.21%

Sold Out Positions

SymbolValue% Port
MRVL —%
MU —%
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