Arkolith/Funds/Employees Provident Fund Board

Employees Provident Fund Board

CIK 1600177Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Employees Provident Fund Board holds a focused book of 68 reported positions worth $17.4B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Linde PLC and trimmed Micron Technology Inc. Their largest long position is Microsoft Corp at 8% of the reported non-option book.

Opened
5
bought for the first time
+2 more · largest first
Added to
38
already held, bought more
+35 more · largest first
Sold out
7
exited the position entirely
+4 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
50%
Top 20 holdings
73%

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

Where the money is, by sector

100% mapped to company sectors

Information Technology
61%
Health Care
12%
Industrials
7%
Consumer Discretionary
6%
Materials
6%
Financials
5%
Utilities
2%
Communication Services
2%

+2 sectors below the cut, under 0.5% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Employees Provident Fund Board

Manager / fundShared namesTheir $ in those
Draper Asset Management, LLC9 / 68$166.7M
Hoey Investments, Inc49 / 68$631.4M
New World Advisors LLC31 / 68$465.0M
Independent Investors Inc23 / 68$411.1M
Prospect Hill Management, LLC9 / 68$201.4M
Grace & Mercy Foundation, Inc.10 / 68$310.1M
Ketron Financial17 / 68$242.7M
Lynch Asset Management, Inc.24 / 68$272.7M

Ranked by the share of each fund's own book sitting in the names it shares with Employees Provident Fund Board: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

68 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$1.4B3.74M
8.0%
+14%
Added · +458K sh
2Nvidia Corporation
COM
$1.4B6.85M
7.9%
+1.4%
Added · +92K sh
3Micron Technology Inc
COM
$1.0B878.0K
5.8%
−51%
Reduced · −900K sh
4Alphabet Inc
CAP STK CL A
$962.9M2.69M
5.5%
+6.1%
Added · +154K sh
5Broadcom Inc
COM
$813.8M2.15M
4.7%
+44%
Added · +654K sh
6Meta Platforms Inc
CL A
$702.1M1.25M
4.0%
+0.8%
Added · +10K sh
7Applied Matls Inc
COM
$635.4M878.8K
3.6%
+2.5%
Added · +21K sh
8Eli Lilly & Co
COM
$621.6M518.3K
3.6%
−1.2%
Reduced · −6K sh
9Apple Inc
COM
$567.6M1.96M
3.3%
+11%
Added · +190K sh
10Crowdstrike Hldgs Inc
CL A
$563.0M737.7K
3.2%
+25%
Added · +147K sh
11Quanta Svcs Inc
COM
$533.6M741.0K
3.1%
+71%
Added · +309K sh
12Amazon Com Inc
COM
$533.0M2.24M
3.1%
+6.5%
Added · +136K sh
13Palo Alto Networks Inc
COM
$506.0M1.48M
2.9%
−21%
Reduced · −401K sh
14Servicenow Inc
COM
$414.2M4.17M
2.4%
+54%
Added · +1.5M sh
15Datadog Inc
CL A COM
$364.5M1.40M
2.1%
−30%
Reduced · −600K sh
16NextEra Energy Inc
COM
$359.9M4.10M
2.1%
+64%
Added · +1.6M sh
17Mastercard Incorporated
CL A
$355.1M691.4K
2.0%
+30%
Added · +158K sh
18Agnico Eagle Mines Ltd
COM
$354.0M2.28M
2.0%
+23%
Added · +428K sh
19Linde PLC
SHS
$339.1M653.5K
1.9%
New
New position
20Synopsys Inc
COM
$320.6M718.8K
1.8%
+45%
Added · +224K sh
21Arm Holdings PLC
SPONSORED ADS
$319.1M900.0K
1.8%
−36%
Reduced · −500K sh
22JPMorgan Chase & Co
COM
$294.6M900.0K
1.7%
−20%
Reduced · −230K sh
23Netflix Inc.
COM
$285.6M4.00M
1.6%
+433%
Added · +3.3M sh
24Intuitive Surgical Inc
COM
$235.3M591.6K
1.4%
+39%
Added · +165K sh
25Uber Technologies Inc
COM
$234.2M3.25M
1.3%
Held
26Nike Inc
CL B
$233.0M5.68M
1.3%
+94%
Added · +2.8M sh
27Bank Of Amer Corp
COM
$213.7M3.75M
1.2%
−35%
Reduced · −2.0M sh
28Bristol-Myers Squibb Co
COM
$209.8M3.64M
1.2%
+45%
Added · +1.1M sh
29Ge Vernova Inc
COM
$195.6M166.5K
1.1%
14×
Added · +155K sh
30Disney Walt Co
COM
$192.5M2.00M
1.1%
+15%
Added · +265K sh
31Mongodb Inc
CL A
$190.1M565.9K
1.1%
−3.2%
Reduced · −19K sh
32Biogen Inc
COM
$152.1M704.2K
0.9%
Held
33Stellantis N.V
SHS
$148.3M26.07M
0.9%
New
New position
34Dexcom Inc
COM
$147.5M2.19M
0.8%
Held
35Boston Scientific Corp
COM
$143.3M3.36M
0.8%
+57%
Added · +1.2M sh
36Salesforce Inc
COM
$140.1M894.1K
0.8%
Held
37Unitedhealth Group Inc
COM
$124.7M300.0K
0.7%
Held
38Arista Networks Inc
COM SHS
$98.1M577.2K
0.6%
New
New position
39Resmed Inc
COM
$91.2M468.0K
0.5%
+8.9%
Added · +38K sh
40Teradyne Inc
COM
$87.2M180.2K
0.5%
New
New position
41Qualcomm Inc
COM
$79.3M428.9K
0.5%
New
New position
42Merck & Co Inc
COM
$68.8M535.5K
0.4%
−72%
Reduced · −1.4M sh
43Johnson & Johnson
COM
$67.6M266.0K
0.4%
+46%
Added · +84K sh
44Dollar Gen Corp
COM
$67.4M585.9K
0.4%
Held
45Gilead Sciences Inc
COM
$61.7M488.7K
0.4%
+41%
Added · +143K sh
46TJX Cos Inc New
COM
$59.7M394.3K
0.3%
+30%
Added · +91K sh
47Cummins Inc
COM
$55.0M77.1K
0.3%
−4.3%
Reduced · −3K sh
48Dover Corp
COM
$49.4M220.4K
0.3%
+55%
Added · +78K sh
49First Solar Inc
COM
$42.2M178.8K
0.2%
+22%
Added · +32K sh
50Abbvie Inc
COM
$41.0M163.1K
0.2%
+12%
Added · +18K sh
Showing 50 of 68 positions
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Filing history

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

$17.4B · Q2 2026Q3 2020 · $4.8BQ2 2026 · $17.4B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202643d68$17.4B13F-HR
Q1 2026Mar 31, 2026May 12, 202642d70$13.2B13F-HR
Q4 2025Dec 31, 2025Mar 3, 202662d73$13.6B13F-HR
Q3 2025Sep 30, 2025Mar 17, 2026168d77$12.5B13F-HR
Q2 2025Jun 30, 2025Mar 17, 2026260d86$11.6B13F-HR
Q1 2025Mar 31, 2025Mar 17, 2026351d86$8.8B13F-HR
Q4 2024Dec 31, 2024Mar 17, 2026441d82$8.1B13F-HR
Q3 2024Sep 30, 2024Mar 17, 2026533d83$7.3B13F-HR
Q2 2024Jun 30, 2024Mar 18, 2026626d84$6.2B13F-HR
Q1 2024Mar 31, 2024Mar 18, 2026717d78$5.7B13F-HR
Q4 2023Dec 31, 2023Mar 18, 2026808d75$5.1B13F-HR
Q3 2023Sep 30, 2023Mar 18, 2026900d79$4.4B13F-HR
Q2 2023Jun 30, 2023Mar 31, 20261005d85$4.2B13F-HR
Q1 2023Mar 31, 2023Mar 18, 20261083d94$3.9B13F-HR
Q4 2022Dec 31, 2022Mar 18, 20261173d84$3.5B13F-HR
Q3 2022Sep 30, 2022Mar 18, 20261265d78$3.4B13F-HR
Q2 2022Jun 30, 2022Mar 18, 20261357d99$4.4B13F-HR
Q1 2022Mar 31, 2022Mar 18, 20261448d105$5.8B13F-HR
Q4 2021Dec 31, 2021Mar 18, 20261538d92$6.1B13F-HR
Q3 2021Sep 30, 2021Mar 18, 20261630d66$6.1B13F-HR
Q2 2021Jun 30, 2021Mar 18, 20261722d59$6.1B13F-HR
Q1 2021Mar 31, 2021Mar 18, 20261813d64$5.8B13F-HR
Q4 2020Dec 31, 2020Mar 18, 20261903d68$5.9B13F-HR
Q3 2020Sep 30, 2020Mar 20, 20261997d63$4.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.