Arkolith/Funds/Oversea-Chinese Banking Corp Ltd

Oversea-Chinese Banking Corp Ltd

CIK 1291318
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Oversea-Chinese Banking Corp Ltd holds a diversified book of 343 stocks worth $4.2B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares Msci USA Momentum Fa and trimmed Amazon.com Inc. Their largest long position is Nvidia Corp at 8% of the equity book. They also disclosed $453.8M in put options (a bearish bet) and $9.6M in call options (bullish), shown separately below and excluded from the equity book.

Opened
92
bought for the first time
Added to
127
already held, bought more
Trimmed
111
sold some, still holds it
Sold out
43
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
39%
Top 20 holdings
55%

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

Direct sector allocation

87% mapped to company sectors

Information Technology
51%
ETF / fund or unclassified
13%
Industrials
8%
Financials
7%
Consumer Discretionary
6%
Health Care
6%
Real Estate
5%
Materials
3%

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

Funds with the most overlap

Other tracked managers holding the same core names as Oversea-Chinese Banking Corp Ltd

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$569.9B
JPMORGAN CHASE & CO80 / 80$525.4B
BANK OF AMERICA CORP /DE/80 / 80$374.1B
ROYAL BANK OF CANADA80 / 80$159.0B
UBS Group AG80 / 80$153.0B
LPL Financial LLC80 / 80$71.8B
OSAIC HOLDINGS, INC.80 / 80$15.6B
Farther Finance Advisors, LLC80 / 80$2.4B

Ranked by how many of Oversea-Chinese Banking Corp Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

343 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$327.1M1.64M
7.8%
+2.8%
Added · +45K sh
2Taiwan Semiconductor MFG Co-SP ADR
SPONSORED ADS
$198.0M422.5K
4.7%
+21%
Added · +74K sh
3Sea Ltd
SPONSORD ADS
$184.5M1.93M
4.4%
+4.7%
Added · +86K sh
4Microsoft Corp
COM
$175.6M470.7K
4.2%
+3.3%
Added · +15K sh
5Teradyne Ord
COM
$156.7M323.8K
3.7%
+0.5%
Added · +1K sh
6Advanced Micro Devices Inc
COM
$148.7M275.8K
3.5%
+18%
Added · +42K sh
7Amazon Com Inc
COM
$118.4M498.7K
2.8%
−9.7%
Reduced · −54K sh
8Apple Inc
COM
$117.7M407.1K
2.8%
−2.7%
Reduced · −11K sh
9Alphabet Inc
CAP STK CL A
$115.9M325.8K
2.8%
+12%
Added · +36K sh
10Broadcom Inc
COM
$100.1M266.6K
2.4%
−6.8%
Reduced · −20K sh
11Invsc QQQ Trust SRS 1 ETF
UNIT SER 1
$91.6M124.7K
2.2%
+12%
Added · +13K sh
12Ishares TR
MSCI ACWI ETF
$83.3M531.0K
2.0%
−13%
Reduced · −82K sh
13Micron Technology Inc
COM
$80.6M70.1K
1.9%
−37%
Reduced · −41K sh
14Citigroup Inc
COM NEW
$80.2M572.9K
1.9%
+5.3%
Added · +29K sh
15Oracle Corp
COM
$78.3M528.0K
1.9%
+79%
Added · +233K sh
16Marvell Technology Inc
COM
$71.4M259.2K
1.7%
−40%
Reduced · −176K sh
17Servicenow Inc
COM
$55.9M566.1K
1.3%
+58%
Added · +208K sh
18Illumina Inc
COM
$51.3M291.8K
1.2%
+6.3%
Added · +17K sh
19Grab Holdings Limited
CLASS A ORD
$50.3M13.37M
1.2%
+39%
Added · +3.8M sh
20Ecolab Inc. (Ecl)
COM
$39.4M141.3K
0.9%
+3.4%
Added · +5K sh
21Meta Platforms Inc
CL A
$37.5M66.7K
0.9%
−36%
Reduced · −38K sh
22Alphabet Inc
CAP STK CL C
$36.9M104.3K
0.9%
−6.7%
Reduced · −8K sh
23Agilent Technologies Inc.
COM
$35.9M270.4K
0.9%
+5.6%
Added · +14K sh
24Waters Corporation
COM
$35.6M95.0K
0.8%
+18%
Added · +15K sh
25Eog Resources Inc
COM
$35.4M272.6K
0.8%
52×
Added · +267K sh
26Ishares Msci USA Momntum FCT ETF
MSCI USA MMENTM
$35.1M102.4K
0.8%
New
New position
27Kimberly-Clark Corporation
COM
$31.8M290.1K
0.8%
+4.0%
Added · +11K sh
28SPDR Gold Shares ETF
GOLD SHS
$31.3M84.9K
0.7%
−56%
Reduced · −108K sh
29Salesforce Ord SHS
COM
$31.0M197.0K
0.7%
+49%
Added · +64K sh
30SPDR Gold Minishares ETF
SPDR GLD MINIS
$29.6M373.2K
0.7%
−45%
Reduced · −303K sh
31Ge Aerospace
COM NEW
$29.5M79.1K
0.7%
+11%
Added · +8K sh
32Palantir Technologies Inc
CL A
$29.5M259.2K
0.7%
+144%
Added · +153K sh
33Veralto Ord
COM SHS
$28.4M320.0K
0.7%
+1.1%
Added · +3K sh
34Spinnaker ETF Series
SELE STO EUR ETF
$25.5M608.4K
0.6%
+4.3%
Added · +25K sh
35Intel Corp
COM
$25.5M190.1K
0.6%
+35%
Added · +50K sh
36Vanguard Value ETF
VALUE ETF
$25.2M115.5K
0.6%
+55%
Added · +41K sh
37Tesla Inc
COM
$24.7M62.6K
0.6%
+180%
Added · +40K sh
38Ishares TR
MSCI AC ASIA ETF
$23.9M200.0K
0.6%
−52%
Reduced · −218K sh
39PDD Holdings Inc
SPONSORED ADS
$23.8M311.7K
0.6%
−30%
Reduced · −132K sh
40Kla Corp
COM NEW
$23.3M77.1K
0.6%
+896%
Added · +69K sh
41Xylem Ord
COM
$23.0M194.8K
0.5%
+3.9%
Added · +7K sh
42Welltower Inc
COM
$23.0M101.3K
0.5%
−0.7%
Reduced · −763 sh
43Visa Inc
COM CL A
$22.2M64.7K
0.5%
+4.4%
Added · +3K sh
44Ishares TR
CORE S&P500 ETF
$21.6M28.8K
0.5%
New
New position
45Atour Lifestyle Holdings-ADR
SPONSORED ADS
$21.6M678.7K
0.5%
+28%
Added · +148K sh
46Eli Lilly & Co
COM
$21.2M17.7K
0.5%
+22%
Added · +3K sh
47Ishares Inc
MSCI TAIWAN ETF
$19.9M183.1K
0.5%
−35%
Reduced · −98K sh
48First TR Exchange Trad FD VI
FST TR GLB FD
$19.4M719.1K
0.5%
−35%
Reduced · −392K sh
49Lumentum Hldgs Inc
COM
$18.4M21.5K
0.4%
+73%
Added · +9K sh
50JPMorgan Chase & Co
COM
$18.3M55.8K
0.4%
+20%
Added · +9K sh
Showing 50 of 343 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$453.8M
Call notional (bullish)$9.6M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TR$135.7M192K
PUT · bearishADVANCED MICRO DEVICES INC$70.9M136K
PUT · bearishMETA PLATFORMS INC$45.7M83K
PUT · bearishNVIDIA CORPORATION$32.7M170K
PUT · bearishMICRON TECHNOLOGY INC$29.4M26K
PUT · bearishMARVELL TECHNOLOGY INC$27.3M102K
PUT · bearishBROADCOM INC$24.4M67K
PUT · bearishMICROSOFT CORP$24.2M65K
PUT · bearishTAIWAN SEMICONDUCTOR MANUFAC$17.3M40K
PUT · bearishAMAZON COM INC$10.9M47K
PUT · bearishORACLE CORP$8.9M60K
PUT · bearishALPHABET INC$7.9M24K
PUT · bearishARM HOLDINGS PLC$6.7M20K
PUT · bearishTESLA INC$6.3M17K
CALL · bullishAMAZON COM INC$4.7M20K
CALL · bullishALPHABET INC$3.4M10K
PUT · bearishPDD HOLDINGS INC$3.1M40K
PUT · bearishUNITEDHEALTH GROUP INC$2.1M5K
CALL · bullishSALESFORCE INC$1.6M10K
PUT · bearishINTEL CORP$257K2K

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
Q2 2026Jun 30, 2026Aug 11, 2026705$4.7B13F-HR
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, filed up to 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.