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Kedalion Capital Management LLP

14 CURZON STREET, LONDON, X0 W1J 5HN • 442037094557

Q3 2025 · Filed 2025-10-23
Market Value
$2.7B
+3.8%
Holdings
5
+1
New Purchases
2
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 37.91% 19.87% +18.03% $1.0B
ETH 0.68% 0.00% +0.68% $18M
FETH 0.68% 0.00% +0.68% $18M
ETHA 0.79% 0.36% +0.43% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 59.95% 79.77% -19.82% $1.6B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $1.6B 59.9%
Large Cap 1 $1.0B 37.9%
Mid Cap 2 $39M 1.5%
Small Cap 1 $18M 0.7%

Portfolio Analytics

Avg Market Cap
$190.3B
Median Market Cap
$9.5B
Avg P/E
12.4
Median P/E
12.4
Avg Dividend Yield
—%
Avg Beta
2.05
# Stocks
0
# ETFs / Funds
5

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 59.95% 2,385,000 $1.6B $669.30 -$450M -911,000 -27.6%
2 SPLG 37.91% 12,884,000 $1.0B $78.34 $499M +5,869,620 +83.7%
3 ETHA 0.79% 666,475 $21M $31.51 $12M +185,475 +38.6%
4 ETH 0.68% 460,630 $18M $39.18 +460,630 NEW
5 FETH 0.68% 434,016 $18M $41.55 +434,016 NEW

New Positions

SymbolValue% Port
ETH $18M 0.68%
FETH $18M 0.68%
View SEC EDGAR Filings for Kedalion Capital Management LLP →

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