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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2137428/holdings"
Use Arkolith to show Positano Wealth Management Ltd's latest holdings, largest changes, and filing provenance.
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.
23% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $21.2M | 73.6K | 15.7% | ▼−10% Reduced · −8K sh | |
| 2 | Nvidia Corporation COM | $21.2M | 121.4K | 15.7% | ▲+21% Added · +21K sh | |
| 3 | Microsoft Corp COM | $16.5M | 44.6K | 12.2% | ▲+122% Added · +25K sh | |
| 4 | Visa Inc COM CL A | $14.8M | 48.9K | 10.9% | ▲+25% Added · +10K sh | |
| 5 | Chubb Ltd Switz COM | $13.3M | 40.9K | 9.9% | ▼−3.6% Reduced · −2K sh | |
| 6 | Marriott Intl Inc New CL A | $10.2M | 31.3K | 7.6% | ▼−19% Reduced · −7K sh | |
| 7 | Salesforce Inc COM | $7.9M | 42.1K | 5.8% | ▲+234% Added · +30K sh | |
| 8 | Micron Technology Inc COM | $7.7M | 22.7K | 5.7% | ▲+55% Added · +8K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $6.8M | 20.2K | 5.0% | ▲+8.0% Added · +1K sh | |
| 10 | Qualcomm Inc COM | $4.4M | 33.9K | 3.2% | ▼−1.2% Reduced · −423 sh | |
| 11 | Hewlett Packard Enterprise C COM | $4.3M | 180.4K | 3.2% | ▲+14% Added · +23K sh | |
| 12 | Broadcom Inc COM | $2.2M | 7.1K | 1.6% | —Held | |
| 13 | Apple Inc COM | $1.3M | 4.9K | 0.9% | ▼−31% Reduced · −2K sh | |
| 14 | Uber Technologies Inc COM | $765K | 10.6K | 0.6% | ▲New New position | |
| 15 | Intuit COM | $748K | 1.7K | 0.6% | ▲New New position | |
| 16 | Fiserv Inc COM | $654K | 11.7K | 0.5% | ▼−2.8% Reduced · −342 sh | |
| 17 | Autohome Inc SP ADS RP CL A | $441K | 25.4K | 0.3% | ▼−6.5% Reduced · −2K sh | |
| 18 | Meta Platforms Inc CL A | $377K | 659 | 0.3% | ▼−2.8% Reduced · −19 sh | |
| 19 | Futu Hldgs Ltd SPON ADS CL A | $328K | 2.4K | 0.2% | ▲New New position | |
| 20 | Ciena Corp COM NEW | $96K | 246 | 0.1% | ▼−5.4% Reduced · −14 sh | |
| 21 | Markel Group Inc COM | $25K | 13 | 0.0% | ▲+44% Added · +4 sh | |
| 22 | Adobe Inc COM | $24K | 97 | 0.0% | ▼−99% Reduced · −14K sh | |
| 23 | S&P Global Inc COM | $17K | 41 | 0.0% | ▲+273% Added · +30 sh | |
| 24 | Gallagher Arthur J & Co COM | $14K | 64 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
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.