Arkolith/Funds/Positano Wealth Management Ltd

Positano Wealth Management Ltd

CIK 2137428
Holdings as of Mar 31, 2026·disclosed Jun 8, 2026·~69-day 13F lag·13F-HR
Active Filer

Positano Wealth Management Ltd holds a concentrated book of 24 stocks worth $135.2M as of Q1 2026 (disclosed Jun 8, 2026, a ~45-day 13F lag). This quarter they opened UBER TECHNOLOGIES INC and trimmed ALPHABET INC. Their largest long position is ALPHABET INC at 16% of the equity book.

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Use Arkolith to show Positano Wealth Management Ltd's latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
9
existing
Trimmed
10
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
64%
Top 10 holdings
92%
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

23% mapped to company sectors

ETF / fund or unclassified
77%
Financials
11%
Consumer Discretionary
8%
Communication Services
3%
Industrials
1%
Real Estate
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

Holdings: largest first

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

24 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$21.2M73.6K
15.7%
−10%
Reduced · −8K sh
2Nvidia Corporation
COM
$21.2M121.4K
15.7%
+21%
Added · +21K sh
3Microsoft Corp
COM
$16.5M44.6K
12.2%
+122%
Added · +25K sh
4Visa Inc
COM CL A
$14.8M48.9K
10.9%
+25%
Added · +10K sh
5Chubb Ltd Switz
COM
$13.3M40.9K
9.9%
−3.6%
Reduced · −2K sh
6Marriott Intl Inc New
CL A
$10.2M31.3K
7.6%
−19%
Reduced · −7K sh
7Salesforce Inc
COM
$7.9M42.1K
5.8%
+234%
Added · +30K sh
8Micron Technology Inc
COM
$7.7M22.7K
5.7%
+55%
Added · +8K sh
9Taiwan Semiconductor Manufac
SPONSORED ADS
$6.8M20.2K
5.0%
+8.0%
Added · +1K sh
10Qualcomm Inc
COM
$4.4M33.9K
3.2%
−1.2%
Reduced · −423 sh
11Hewlett Packard Enterprise C
COM
$4.3M180.4K
3.2%
+14%
Added · +23K sh
12Broadcom Inc
COM
$2.2M7.1K
1.6%
Held
13Apple Inc
COM
$1.3M4.9K
0.9%
−31%
Reduced · −2K sh
14Uber Technologies Inc
COM
$765K10.6K
0.6%
New
New position
15Intuit
COM
$748K1.7K
0.6%
New
New position
16Fiserv Inc
COM
$654K11.7K
0.5%
−2.8%
Reduced · −342 sh
17Autohome Inc
SP ADS RP CL A
$441K25.4K
0.3%
−6.5%
Reduced · −2K sh
18Meta Platforms Inc
CL A
$377K659
0.3%
−2.8%
Reduced · −19 sh
19Futu Hldgs Ltd
SPON ADS CL A
$328K2.4K
0.2%
New
New position
20Ciena Corp
COM NEW
$96K246
0.1%
−5.4%
Reduced · −14 sh
21Markel Group Inc
COM
$25K13
0.0%
+44%
Added · +4 sh
22Adobe Inc
COM
$24K97
0.0%
−99%
Reduced · −14K sh
23S&P Global Inc
COM
$17K41
0.0%
+273%
Added · +30 sh
24Gallagher Arthur J & Co
COM
$14K64
0.0%
New
New position
Showing all 24 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jun 8, 202624$135.2M13F-HR
Q4 2025Dec 31, 2025Jun 8, 202621$128.0M13F-HR

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. The performance line is a simulation of the disclosed long book, not an audited return.