Arkolith/Funds/City Of London Investment Management Co Ltd

City Of London Investment Management Co Ltd

CIK 1034546
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

City Of London Investment Management Co Ltd holds a focused book of 94 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci Emr MRK Ex Chna and trimmed Taiwan Fund Inc/th/md-US Inc. Their largest long position is Taiwan Fund Inc/th/md-US Inc at 11% of the equity book.

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Use Arkolith to show CITY OF LONDON INVESTMENT MANAGEMENT CO LTD's latest
holdings, largest changes, and filing provenance.
Opened
19
new positions
Added to
28
existing
Trimmed
30
reduced
Sold out
12
exited

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
65%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Information Technology
12%
Financials
1%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

94 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan FD Inc
COM
$147.3M2.24M
10.7%
−0.6%
Reduced · −13K sh
2Ishares Inc
MSCI STH KOR ETF
$117.6M956.4K
8.5%
+4.0%
Added · +37K sh
3Morgan Stanley China A SH FD
COM
$106.9M6.11M
7.8%
−0.1%
Reduced · −6K sh
4Templeton Dragon FD Inc
COM
$94.8M8.94M
6.9%
+2.8%
Added · +242K sh
5Abrdn Emerging Markets Ex CH
COM
$82.6M11.33M
6.0%
−0.3%
Reduced · −36K sh
6Ishares Inc
MSCI TAIWAN ETF
$81.4M1.15M
5.9%
+13%
Added · +131K sh
7Korea FD Inc
COM NEW
$71.9M1.60M
5.2%
−0.3%
Reduced · −5K sh
8Mexico FD Inc
COM
$67.8M3.24M
4.9%
−1.7%
Reduced · −55K sh
9Nvidia Corporation
COM
$62.4M357.8K
4.5%
−13%
Reduced · −52K sh
10Templeton Emerging MKTS FD
COM
$61.9M3.54M
4.5%
−15%
Reduced · −643K sh
11Apple Inc
COM
$54.2M213.6K
3.9%
+15%
Added · +28K sh
12Japan Smaller Capitalization
COM
$40.5M3.72M
2.9%
+6.9%
Added · +241K sh
13Kayne Anderson Energy Infrst
COM
$38.7M2.71M
2.8%
+21%
Added · +469K sh
14Alphabet Inc
CAP STK CL A
$36.4M126.7K
2.6%
+15%
Added · +17K sh
15Neuberger Engy Infrstr & Inc
COM
$30.1M2.87M
2.2%
−11%
Reduced · −360K sh
16Morgan Stanley India Invt FD
COM
$19.5M949.6K
1.4%
+47%
Added · +304K sh
17Mexico Equity & Income FD
COM
$15.8M1.23M
1.2%
+7.5%
Added · +86K sh
18Microsoft Corp
COM
$15.0M40.5K
1.1%
−9.8%
Reduced · −4K sh
19Ishares TR
NATIONAL MUN ETF
$14.6M137.3K
1.1%
−12%
Reduced · −19K sh
20Ishares TR
SHRT NAT MUN ETF
$13.9M130.3K
1.0%
Held
21Neuberger Next Generation
COMMON STOCK
$13.3M1.04M
1.0%
+7.3%
Added · +71K sh
22BlackRock Mun Target Term TR
COM SHS BEN IN
$12.3M541.1K
0.9%
−18%
Reduced · −122K sh
23Pgim Short Dur Hig Yld Opp F
COM
$8.7M546.0K
0.6%
+4.8%
Added · +25K sh
24Ishares Inc
MSCI EMRG CHN
$8.7M111.0K
0.6%
New
New position
25Pimco Dynamic Income Strateg
COM SHS BEN INT
$7.9M358.9K
0.6%
Held
26Ishares TR
ASIA 50 ETF
$7.8M73.5K
0.6%
New
New position
27BlackRock Health Sciences Te
COM SHS
$7.2M503.3K
0.5%
+58%
Added · +186K sh
28KKR & Co Inc
COM
$6.8M73.6K
0.5%
Held
29Aberdeen India FD Inc
COM
$6.6M580.6K
0.5%
−67%
Reduced · −1.2M sh
30First TR High Yield Opprt 20
COM
$6.5M480.8K
0.5%
+13%
Added · +54K sh
31BlackRock Enhanced Intl Div
COM BENE INTER
$6.4M1.19M
0.5%
−37%
Reduced · −682K sh
32BlackRock Muniyild Qult FD I
COM
$5.8M524.8K
0.4%
52×
Added · +515K sh
33BlackRock Muniyield Quality
COM
$5.5M527.5K
0.4%
+35%
Added · +136K sh
34BlackRock Muniholdings FD In
COM
$5.1M453.0K
0.4%
+22%
Added · +82K sh
35Brookfield Real Assets Incom
SHS BEN INT
$5.1M393.9K
0.4%
+31%
Added · +94K sh
36AllianceBernstein Natl Mun I
COM
$4.8M453.6K
0.4%
Held
37Carlyle Group Inc
COM
$4.8M99.7K
0.4%
Held
38Ishares Inc
CORE MSCI EMKT
$4.7M66.8K
0.3%
New
New position
39BlackRock Munihldngs Cali
COM
$3.9M371.0K
0.3%
Held
40Liberty All Star Equity FD
SH BEN INT
$3.6M641.6K
0.3%
+57%
Added · +233K sh
41Invesco SR Income TR
COM
$3.5M1.10M
0.3%
−0.9%
Reduced · −10K sh
42Pimco Mun Income FD II
COM
$3.5M461.3K
0.3%
Held
43Western Asset Managed Muns F
COM
$3.4M333.5K
0.2%
−11%
Reduced · −43K sh
44Pgim Global High Yield FD Fo
COM
$3.4M290.0K
0.2%
+53%
Added · +100K sh
45New Germany FD Inc
COM
$3.0M289.5K
0.2%
+14%
Added · +34K sh
46Nuveen Floating Rate Income
COM
$2.9M384.1K
0.2%
+5.5%
Added · +20K sh
47Blackstone Inc
COM
$2.7M23.8K
0.2%
Held
48Ishares Inc
MSCI EURZONE ETF
$2.6M42.3K
0.2%
New
New position
49Nuveen CR Strategies Income
COM SHS
$2.6M535.8K
0.2%
−40%
Reduced · −350K sh
50MFS High Yield Mun TR
SH BEN INT
$2.4M676.1K
0.2%
+19%
Added · +108K sh
Showing 50 of 94 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202694$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202687$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202583$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 8, 202581$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.