Arkolith/Funds/Oversea-Chinese Banking Corp Ltd

Oversea-Chinese Banking Corp Ltd

CIK 1291318
Holdings as of Mar 31, 2026·disclosed Apr 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Oversea-Chinese Banking Corp Ltd holds a diversified book of 324 stocks worth $3.4B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened First Trust Global Tactical and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book. They also disclosed $274.7M in put options (a bearish bet) and $27.1M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show OVERSEA-CHINESE BANKING Corp Ltd's latest
holdings, largest changes, and filing provenance.
Opened
54
new positions
Added to
130
existing
Trimmed
122
reduced
Sold out
44
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
54%

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

Direct sector allocation

85% mapped to company sectors

Information Technology
44%
ETF / fund or unclassified
15%
Financials
10%
Industrials
9%
Consumer Discretionary
6%
Health Care
5%
Real Estate
5%
Materials
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.

324 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
COM
$277.6M1.60M
8.2%
−8.8%
Reduced · −154K sh
2Microsoft Corp Com
COM
$168.2M455.7K
4.9%
+6.0%
Added · +26K sh
3Sea Ltd Sponsord Ads
SPONSORD ADS
$152.3M1.84M
4.5%
+2.7%
Added · +49K sh
4Taiwan Semiconductor Manufac Sponsored Ads
SPONSORED ADS
$117.5M348.2K
3.5%
−20%
Reduced · −85K sh
5Amazon Com Inc Com
COM
$114.0M552.5K
3.4%
+0.8%
Added · +4K sh
6Apple Inc Com
COM
$106.1M418.3K
3.1%
−3.2%
Reduced · −14K sh
7Teradyne Inc Com
COM
$95.6M322.4K
2.8%
+2.9%
Added · +9K sh
8Broadcom Inc Com
COM
$88.0M286.1K
2.6%
−8.5%
Reduced · −27K sh
9Ishares TR Msci Acwi ETF
MSCI ACWI ETF
$84.9M612.8K
2.5%
+25%
Added · +122K sh
10Alphabet Inc Cap STK CL A
CAP STK CL A
$83.3M290.0K
2.5%
−17%
Reduced · −60K sh
11SPDR Gold TR Gold SHS
GOLD SHS
$83.0M192.9K
2.4%
+26%
Added · +39K sh
12Invesco QQQ TR Unit Ser 1
UNIT SER 1
$64.5M111.9K
1.9%
−11%
Reduced · −14K sh
13World Gold TR SPDR GLD Minis
SPDR GLD MINIS
$62.7M676.6K
1.8%
+3.1%
Added · +21K sh
14Citigroup Inc Com New
COM NEW
$61.7M544.0K
1.8%
−0.4%
Reduced · −2K sh
15Meta Platforms Inc CL A
CL A
$59.0M105.1K
1.7%
−27%
Reduced · −38K sh
16Advanced Micro Devices Inc Com
COM
$47.4M234.0K
1.4%
−46%
Reduced · −200K sh
17PDD Holdings Inc Sponsored Ads
SPONSORED ADS
$45.3M443.4K
1.3%
+11%
Added · +43K sh
18Ishares TR Ishares Semicdtr
ISHARES SEMICDTR
$44.2M134.6K
1.3%
34×
Added · +131K sh
19Marvell Technology Inc Com
COM
$42.4M435.2K
1.2%
+90%
Added · +206K sh
20Oracle Corp Com
COM
$41.6M294.9K
1.2%
+77%
Added · +129K sh
21Ishares TR Msci Ac Asia ETF
MSCI AC ASIA ETF
$40.3M418.5K
1.2%
−36%
Reduced · −236K sh
22Micron Technology Inc Com
COM
$37.9M111.3K
1.1%
−0.8%
Reduced · −888 sh
23Servicenow Inc Com
COM
$36.9M358.2K
1.1%
+8.9%
Added · +29K sh
24Ecolab Inc Com
COM
$36.3M136.6K
1.1%
−0.6%
Reduced · −767 sh
25Grab Holdings Limited Class A Ord
CLASS A ORD
$35.1M9.59M
1.0%
−19%
Reduced · −2.2M sh
26Illumina Inc Com
COM
$33.8M274.6K
1.0%
+0.6%
Added · +2K sh
27Alphabet Inc Cap STK CL C
CAP STK CL C
$32.0M111.9K
0.9%
+13%
Added · +13K sh
28First TR Exchange Trad FD VI FST TR GLB FD
FST TR GLB FD
$31.9M1.11M
0.9%
New
New position
29Agilent Technologies Inc Com
COM
$29.2M256.1K
0.9%
+0.2%
Added · +609 sh
30Veralto Corp Com SHS
COM SHS
$28.0M316.6K
0.8%
+0.4%
Added · +1K sh
31Kimberly-Clark Corp Com
COM
$26.9M278.9K
0.8%
−1.6%
Reduced · −5K sh
32Futu Hldgs Ltd Spon Ads CL A
SPON ADS CL A
$26.8M196.2K
0.8%
+421%
Added · +159K sh
33Salesforce Inc Com
COM
$24.6M132.5K
0.7%
−10%
Reduced · −15K sh
34Waters Corp Com
COM
$23.9M80.3K
0.7%
−0.7%
Reduced · −553 sh
35Spinnaker ETF Series Select Stoxx Eur
SELECT STOXX EUR
$23.4M583.3K
0.7%
+24%
Added · +112K sh
36Xylem Inc Com
COM
$22.4M187.4K
0.7%
~0%
Added · +41 sh
37Welltower Inc Com
COM
$20.2M102.0K
0.6%
−2.8%
Reduced · −3K sh
38Ge Aerospace Com New
COM NEW
$20.1M71.0K
0.6%
+4.7%
Added · +3K sh
39Ishares Inc Msci Taiwan ETF
MSCI TAIWAN ETF
$19.9M280.9K
0.6%
+36%
Added · +74K sh
40Atour Lifestyle Hldgs Ltd Sponsored Ads
SPONSORED ADS
$19.5M531.0K
0.6%
+65%
Added · +210K sh
41Prologis Inc. Com
COM
$19.2M145.0K
0.6%
−0.5%
Reduced · −781 sh
42Visa Inc Com CL A
COM CL A
$18.7M62.0K
0.6%
−8.1%
Reduced · −5K sh
43Zoetis Inc CL A
CL A
$18.4M155.6K
0.5%
−1.3%
Reduced · −2K sh
44Walmart Inc Com
COM
$17.4M140.3K
0.5%
+8.0%
Added · +10K sh
45Palantir Technologies Inc CL A
CL A
$15.4M106.1K
0.5%
+138%
Added · +62K sh
46Invesco Exch Traded FD TR II Purbta Msci US
PURBTA MSCI US
$15.0M230.1K
0.4%
−35%
Reduced · −122K sh
47Vaneck ETF Trust Oil Services ETF
OIL SERVICES ETF
$14.6M36.3K
0.4%
New
New position
48Vanguard Index FDS Value ETF
VALUE ETF
$14.6M74.3K
0.4%
New
New position
49Equinix Inc Com
COM
$14.2M14.5K
0.4%
−3.5%
Reduced · −526 sh
50JPMorgan Chase & Co Com
COM
$13.7M46.6K
0.4%
+10%
Added · +4K sh
Showing 50 of 324 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$274.7M
Call notional (bullish)$27.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TR PUT$140.9M251K
PUT · bearishADVANCED MICRO DEVICES INC PUT$39.4M195K
PUT · bearishMICROSOFT CORPMSFT$28.5M80K
PUT · bearishMETA PLATFORMS INC PUT$24.1M46K
PUT · bearishNVIDIA CORPORATION PUT$16.4M98K
CALL · bullishADVANCED MICRO DEVICES INC CALL$16.2M80K
PUT · bearishAMAZON.COM INCAMZN$11.0M55K
PUT · bearishBROADCOM INC PUT$9.0M30K
CALL · bullishNVIDIA CORPORATION CALL$5.0M30K
CALL · bullishMETA PLATFORMS INC CALL$3.2M6K
CALL · bullishORACLE CORP CALL$2.8M20K
PUT · bearishALPHABET INC PUT$2.7M10K
PUT · bearishADOBE INCADBE$2.6M11K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 28, 2026610$3.7B13F-HR
Q4 2025Dec 31, 2025Apr 28, 2026582$3.8B13F-HR/A
Q3 2025Sep 30, 2025Oct 28, 2025578$4.1B13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025552$3.7B13F-HR
Q1 2025Mar 31, 2025May 9, 2025638$3.5B13F-HR/A
Q4 2024Dec 31, 2024Feb 11, 2025604$3.6B13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024608$3.6B13F-HR
Q2 2024Jun 30, 2024Aug 6, 2024566$3.4B13F-HR
Q1 2024Mar 31, 2024May 14, 2024564$3.3B13F-HR
Q4 2023Dec 31, 2023May 21, 2024525$2.8B13F-HR/A
Q3 2023Sep 30, 2023Apr 30, 2024544$2.2B13F-HR/A
Q2 2023Jun 30, 2023Aug 4, 2023437$2.1B13F-HR
Q1 2023Mar 31, 2023Sep 15, 2023424$2.0B13F-HR/A
Q4 2022Dec 31, 2022Sep 15, 2023449$1.7B13F-HR/A
Amended / restated
  • Q4 2025 · filed Jan 28, 202613F-HR · superseded
  • Q1 2025 · filed May 2, 202513F-HR · superseded
  • Q4 2023 · filed Feb 1, 202413F-HR · superseded
  • Q3 2023 · filed Nov 3, 202313F-HR · superseded
  • Q1 2023 · filed May 4, 202313F-HR · superseded
  • Q4 2022 · filed Feb 13, 202313F-HR · superseded

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.