Phoenix Asset Management Partners Ltd holds a concentrated book of 12 stocks worth $152.3M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Kinsale Capital Group Inc and trimmed Alphabet Inc-CL C. Their largest long position is Wayfair Inc- Class A at 28% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Phoenix Asset Management Partners Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 12 / 12 | $558.6M |
| Arax Advisory Partners | 12 / 12 | $165.2M |
| Integrated Wealth Concepts LLC | 12 / 12 | $118.0M |
| Clearstead Advisors, LLC | 12 / 12 | $77.9M |
| GAMMA Investing LLC | 12 / 12 | $58.5M |
| Pinnacle Wealth Planning Services, Inc. | 12 / 12 | $9.6M |
| BlackRock, Inc. | 11 / 12 | $144.3B |
| FMR LLC | 11 / 12 | $54.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Phoenix Asset Management Partners Ltd: 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wayfair Inc CL A | $43.4M | 469.4K | 28.5% | ▲+1.9% Added · +9K sh | |
| 2 | Magnum Ice Cream Co ORD SHS | $32.5M | 1.87M | 21.4% | ▲+1.6% Added · +30K sh | |
| 3 | Netflix Inc. COM | $23.5M | 329.2K | 15.4% | ▲+0.2% Added · +700 sh | |
| 4 | CNX Res Corp COM | $11.3M | 331.6K | 7.4% | —Held | |
| 5 | Green Brick Partners Inc COM | $9.8M | 122.4K | 6.4% | —Held | |
| 6 | Hingham Instn SVGS Mass COM | $9.7M | 31.7K | 6.4% | —Held | |
| 7 | Kinsale Cap Group Inc COM | $9.7M | 29.4K | 6.4% | ▲New New position | |
| 8 | Heartland Express Inc COM | $4.1M | 272.4K | 2.7% | —Held | |
| 9 | Ryanair Holdings PLC SPONSORED ADR | $3.7M | 57.7K | 2.5% | —Held | |
| 10 | Wise Group PLC ORD SHS CLASS A | $2.3M | 194.3K | 1.5% | ▲+45% Added · +60K sh | |
| 11 | Alphabet Inc CAP STK CL C | $1.9M | 5.5K | 1.3% | ▼−24% Reduced · −2K sh | |
| 12 | Airbnb Inc COM CL A | $226K | 1.6K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1685660/holdings"
Use Arkolith to show PHOENIX ASSET MANAGEMENT PARTNERS Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.