Asset Manager
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K5 Global Advisor LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q2 2026 · Filed 2026-08-27
Market Value
$6.6B
Holdings
3
New Purchases
3
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $6.6B | 100.0% |
| Small Cap | 1 | $375K | 0.0% |
| Micro Cap | 1 | $5K | 0.0% |
Portfolio Analytics
Avg Market Cap
$698.8B
Median Market Cap
$1.1B
Avg P/E
63.0
Median P/E
63.0
Avg Dividend Yield
—%
Avg Beta
1.41
# Stocks
3
# ETFs / Funds
0