Arkolith/Funds/Parametrica Management Ltd

Parametrica Management Ltd

CIK 1535110
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Parametrica Management Ltd holds a concentrated book of 20 stocks worth $127.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Roundhill ETF Trust and trimmed Nvidia Corp. Their largest long position is Roundhill ETF Trust at 25% of the equity book.

Opened
10
bought for the first time
Added to
4
already held, bought more
Trimmed
2
sold some, still holds it
Sold out
10
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
67%
Top 10 holdings
86%
Top 20 holdings
100%

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

Direct sector allocation

73% mapped to company sectors

Information Technology
61%
ETF / fund or unclassified
27%
Industrials
5%
Communication Services
3%
Consumer Discretionary
2%
Materials
2%
Health Care
1%
Financials
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

Funds with the most overlap

Other tracked managers holding the same core names as Parametrica Management Ltd

Manager / fundShared namesTheir $ in those
MORGAN STANLEY29 / 20$241.7B
GOLDMAN SACHS GROUP INC29 / 20$117.8B
ROYAL BANK OF CANADA29 / 20$64.7B
UBS Group AG29 / 20$64.2B
BNP PARIBAS FINANCIAL MARKETS29 / 20$22.5B
Arax Advisory Partners29 / 20$1.3B
FMR LLC28 / 20$483.7B
JPMORGAN CHASE & CO28 / 20$234.4B

Ranked by how many of Parametrica Management Ltd's top 20 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.

20 positions
#SecurityValueShares% PortLast moveHistory
1Roundhill ETF Trust
MEMORY ETF
$31.5M426.0K
24.7%
New
New position
2Micron Technology Inc
COM
$23.5M20.3K
18.4%
+3.0%
Added · +599 sh
3Taiwan Semiconductor Manufac
SPONSORED ADS
$11.6M24.2K
9.1%
+98%
Added · +12K sh
4Alphabet Inc
CAP STK CL A
$10.2M28.4K
8.0%
+22%
Added · +5K sh
5Meta Platforms Inc
CL A
$9.1M16.2K
7.1%
+98%
Added · +8K sh
6Nvidia Corporation
COM
$6.2M31.2K
4.9%
−18%
Reduced · −7K sh
7Caterpillar Inc
COM
$5.8M5.4K
4.5%
−23%
Reduced · −2K sh
8Intel Corp
COM
$4.2M30.0K
3.3%
New
New position
9Broadcom Inc
COM
$3.8M10.0K
3.0%
New
New position
10Apple Inc
COM
$3.5M12.0K
2.7%
New
New position
11Sandisk Corp
COM
$3.4M1.5K
2.7%
New
New position
12Ishares Inc
MSCI STH KOR ETF
$3.0M15.0K
2.4%
New
New position
13Seagate Technology HLDNGS PL
ORD SHS
$2.9M3.0K
2.3%
New
New position
14Nokia Corp
SPONSORED ADR
$2.1M160.0K
1.7%
New
New position
15Atrenew Inc
SPONSORED ADS
$2.1M544.9K
1.7%
Held
16Corning Inc
COM
$2.0M7.8K
1.6%
New
New position
17Qualcomm Inc
COM
$1.9M10.1K
1.5%
New
New position
18Iovance Biotherapeutics Inc
COM
$815K195.9K
0.6%
Held
19Century Therapeutics Inc
COM
$68K27.8K
0.1%
Held
20Fate Therapeutics Inc
COM
$50K18.5K
0.0%
Held
Showing all 20 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202620$127.6M13F-HR
Q1 2026Mar 31, 2026May 11, 202620$88.0M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202622$64.9M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202523$64.6M13F-HR

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.