Arkolith/Funds/Employees Provident Fund Board

Employees Provident Fund Board

CIK 1600177Hedge fund
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·13F-HR
Active Filer

Employees Provident Fund Board holds a focused book of 70 stocks worth $13.2B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Western Digital Corp and trimmed Micron Technology Inc. Their largest long position is Microsoft Corp at 9% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
30
existing
Trimmed
19
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
50%
Top 20 holdings
71%

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

Direct sector allocation

100% mapped to company sectors

Information Technology
57%
Health Care
15%
Financials
7%
Consumer Discretionary
5%
Materials
5%
Industrials
5%
Energy
2%
Utilities
2%

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.

70 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$1.2B3.28M
9.2%
+31%
Added · +778K sh
2Nvidia Corporation
COM
$1.2B6.76M
8.9%
+1.3%
Added · +90K sh
3Alphabet Inc
CAP STK CL A
$730.5M2.54M
5.5%
+1.9%
Added · +48K sh
4Meta Platforms Inc
CL A
$707.5M1.24M
5.3%
+1.0%
Added · +12K sh
5Micron Technology Inc
COM
$600.8M1.78M
4.5%
−2.3%
Reduced · −42K sh
6Eli Lilly & Co
COM
$482.3M524.4K
3.6%
+65%
Added · +207K sh
7Broadcom Inc
COM
$464.4M1.50M
3.5%
−1.8%
Reduced · −27K sh
8Apple Inc
COM
$449.6M1.77M
3.4%
+34%
Added · +447K sh
9Amazon Com Inc
COM
$437.4M2.10M
3.3%
+17%
Added · +300K sh
10Agnico Eagle Mines Ltd
COM
$374.5M1.85M
2.8%
+71%
Added · +771K sh
11JPMorgan Chase & Co
COM
$332.4M1.13M
2.5%
−4.7%
Reduced · −56K sh
12Palo Alto Networks Inc
COM
$302.1M1.88M
2.3%
+23%
Added · +356K sh
13Applied Matls Inc
COM
$293.0M857.4K
2.2%
+17%
Added · +122K sh
14Servicenow Inc
COM
$282.9M2.71M
2.1%
+12%
Added · +280K sh
15Bank America Corp
COM
$282.8M5.80M
2.1%
+27%
Added · +1.2M sh
16Mastercard Incorporated
CL A
$266.3M533.0K
2.0%
+22%
Added · +98K sh
17Quanta Svcs Inc
COM
$237.3M432.1K
1.8%
+484%
Added · +358K sh
18Datadog Inc
CL A COM
$236.1M2.00M
1.8%
+8.1%
Added · +150K sh
19Uber Technologies Inc
COM
$233.5M3.25M
1.8%
Held
20NextEra Energy Inc
COM
$232.2M2.50M
1.8%
−17%
Reduced · −500K sh
21Crowdstrike Hldgs Inc
CL A
$230.5M590.5K
1.7%
+28%
Added · +129K sh
22Merck & Co Inc
COM
$228.0M1.90M
1.7%
−22%
Reduced · −520K sh
23Arm Holdings PLC
SPONSORED ADS
$211.8M1.40M
1.6%
+27%
Added · +300K sh
24Intuitive Surgical Inc
COM NEW
$196.9M427.0K
1.5%
−2.6%
Reduced · −12K sh
25Synopsys Inc
COM
$196.0M494.3K
1.5%
−23%
Reduced · −150K sh
26Zoetis Inc
CL A
$181.7M1.54M
1.4%
Held
27Exxon Mobil Corp
COM
$171.9M1.01M
1.3%
−49%
Reduced · −972K sh
28Disney Walt Co
COM
$167.2M1.73M
1.3%
Held
29Salesforce Inc
COM
$166.9M894.1K
1.3%
Held
30Nike Inc
CL B
$154.3M2.92M
1.2%
Held
31Bristol-Myers Squibb Co
COM
$152.2M2.51M
1.1%
+22%
Added · +450K sh
32Mongodb Inc
CL A
$143.1M584.6K
1.1%
+21%
Added · +100K sh
33Dexcom Inc
COM
$137.5M2.19M
1.0%
Held
34SLB Limited
COM STK
$134.0M2.61M
1.0%
−6.8%
Reduced · −190K sh
35Boston Scientific Corp
COM
$133.9M2.13M
1.0%
Held
36Biogen Inc
COM
$129.1M704.2K
1.0%
Held
37Barrick MNG Corp
COM SHS
$114.0M2.80M
0.9%
−45%
Reduced · −2.3M sh
38Western Digital Corp
COM
$109.6M405.2K
0.8%
New
New position
39Resmed Inc
COM
$96.5M429.9K
0.7%
+20%
Added · +72K sh
40Unitedhealth Group Inc
COM
$81.2M300.0K
0.6%
Held
41Netflix Inc.
COM
$72.1M750.0K
0.5%
New
New position
42Dollar Gen Corp
COM
$69.6M585.9K
0.5%
Held
43TJX Cos Inc New
COM
$48.4M303.2K
0.4%
−0.9%
Reduced · −3K sh
44Gilead Sciences Inc
COM
$48.2M346.0K
0.4%
−26%
Reduced · −120K sh
45Johnson & Johnson
COM
$44.6M182.4K
0.3%
−25%
Reduced · −59K sh
46Cummins Inc
COM
$43.3M80.5K
0.3%
+3.5%
Added · +3K sh
47Stryker Corporation
COM
$37.3M113.6K
0.3%
Held
48Abbvie Inc
COM
$31.6M145.1K
0.2%
+0.1%
Added · +134 sh
49Dover Corp
COM
$29.6M142.0K
0.2%
−41%
Reduced · −100K sh
50First Solar Inc
COM
$28.9M146.5K
0.2%
+50%
Added · +49K sh
Showing 50 of 70 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 12, 202670$13.2B13F-HR
Q4 2025Dec 31, 2025Mar 3, 202673$13.6B13F-HR
Q3 2025Sep 30, 2025Mar 17, 202677$12.5B13F-HR
Q2 2025Jun 30, 2025Mar 17, 202686$11.6B13F-HR
Q1 2025Mar 31, 2025Mar 17, 202686$8.8B13F-HR
Q4 2024Dec 31, 2024Mar 17, 202682$8.1B13F-HR
Q3 2024Sep 30, 2024Mar 17, 202683$7.3B13F-HR
Q2 2024Jun 30, 2024Mar 18, 202684$6.2B13F-HR
Q1 2024Mar 31, 2024Mar 18, 202678$5.7B13F-HR
Q4 2023Dec 31, 2023Mar 18, 202675$5.1B13F-HR
Q3 2023Sep 30, 2023Mar 18, 202679$4.4B13F-HR
Q2 2023Jun 30, 2023Mar 31, 202685$4.2B13F-HR
Q1 2023Mar 31, 2023Mar 18, 202694$3.9B13F-HR
Q4 2022Dec 31, 2022Mar 18, 202684$3.5B13F-HR
Q3 2022Sep 30, 2022Mar 18, 202678$3.4B13F-HR
Q2 2022Jun 30, 2022Mar 18, 202699$4.4B13F-HR
Q1 2022Mar 31, 2022Mar 18, 2026105$5.8B13F-HR
Q4 2021Dec 31, 2021Mar 18, 202692$6.1B13F-HR
Q3 2021Sep 30, 2021Mar 18, 202666$6.1B13F-HR
Q2 2021Jun 30, 2021Mar 18, 202659$6.1B13F-HR
Q1 2021Mar 31, 2021Mar 18, 202664$5.8B13F-HR
Q4 2020Dec 31, 2020Mar 18, 202668$5.9B13F-HR
Q3 2020Sep 30, 2020Mar 20, 202663$4.8B13F-HR
Q2 2020Jun 30, 2020Mar 31, 202664$4.4B13F-HR/A

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.