Arkolith/Funds/Privium Fund Management (UK) Ltd

Privium Fund Management (UK) Ltd

CIK 1845773
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Privium Fund Management (UK) Ltd holds a focused book of 29 reported positions worth $240.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Nvidia Corp and trimmed Vanguard S&P 500 ETF. Their largest long position is Ishares Msci Acwi ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +4% (+4.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+4.2%
+4.9%/yr · since Oct '25
Their reported book
+15.6%
held from quarter-end
S&P 500
+12.9%
same window
$9K$10K$10K$11K$11KOct '25Jan '26Mar '26May '26Jul '26Sep '26
Privium Fund Management (UK) Ltd (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +15.6%, a 11.4-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Privium Fund Management (UK) Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
67%
Top 20 holdings
92%

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

Where the money is, by sector

53% mapped to company sectors

ETFs / funds
44%
Information Technology
26%
Industrials
13%
Financials
6%
Consumer Discretionary
4%
No sector on file yet
2%
Communication Services
2%
Utilities
2%

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Privium Fund Management (UK) Ltd

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC6 / 29$2.9B
Donor Advised Charitable Giving, Inc.3 / 29$4.4B
BlueSpruce Investments, LP6 / 29$638.1M
Palidye Holdings (Caymans) Ltd3 / 29$532.2M
Voyager Global Management LP6 / 29$3.3B
Mishpacha Holdings Corp2 / 29$224.5M
Dumac, Inc.6 / 29$889.2M
Ketron Financial9 / 29$246.7M

Ranked by the share of each fund's own book sitting in the names it shares with Privium Fund Management (UK) 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.

Holdings: largest first

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

29 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI ACWI ETF
$30.2M193.6K
12.5%
+14%
Added · +24K sh
2Alaska Air Group Inc
COM
$27.2M523.7K
11.3%
+49%
Added · +172K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$25.0M36.7K
10.4%
−70%
Reduced · −86K sh
4Ishares TR
IBOXX HI YD ETF
$13.3M166.4K
5.5%
+126%
Added · +93K sh
5Ishares TR
JPMORGAN USD EMG
$12.3M127.3K
5.1%
+154%
Added · +77K sh
6Ishares TR
20 YR TR BD ETF
$12.1M138.8K
5.0%
+23%
Added · +26K sh
7Microsoft Corp
COM
$11.1M30.2K
4.6%
+11%
Added · +3K sh
8Amazon Com Inc
COM
$10.3M43.0K
4.3%
+3.6%
Added · +2K sh
9Meta Platforms Inc
CL A
$10.3M18.3K
4.3%
+8.3%
Added · +1K sh
10Nvidia Corporation
COM
$9.4M48.2K
3.9%
New
New position
11Alphabet Inc
CAP STK CL A
$8.8M24.9K
3.7%
New
New position
12Kraneshares Trust
CSI CHI INTERNET
$7.5M310.0K
3.1%
New
New position
13Broadcom Inc
COM
$6.9M18.6K
2.9%
+19%
Added · +3K sh
14Ishares TR
US TREAS BD ETF
$6.2M269.1K
2.6%
+157%
Added · +164K sh
15KKR & Co Inc
COM
$6.1M69.0K
2.6%
+23%
Added · +13K sh
16Servicenow Inc
COM
$5.5M55.5K
2.3%
New
New position
17Nu Hldgs Ltd
ORD SHS CL A
$5.4M410.0K
2.2%
New
New position
18Netflix Inc.
COM
$5.3M72.0K
2.2%
New
New position
19Micron Technology Inc
COM
$4.8M4.2K
2.0%
New
New position
20Uber Technologies Inc
COM
$4.4M58.0K
1.8%
Held
21Constellation Energy Corp
COM
$3.6M14.0K
1.5%
New
New position
22Taiwan Semiconductor Manufac
SPONSORED ADS
$3.5M7.8K
1.5%
New
New position
23Blackstone Inc
COM
$3.2M27.9K
1.3%
−39%
Reduced · −18K sh
24Goldman Sachs BDC Inc
SHS
$2.1M216.0K
0.9%
New
New position
25Synopsys Inc
COM
$2.1M4.6K
0.9%
Held
26Barings BDC Inc
COM
$1.3M150.5K
0.5%
New
New position
27Bain Cap Specialty Fin Inc
COM STK
$1.2M95.6K
0.5%
New
New position
28New MTN Fin Corp
COM
$717K100.0K
0.3%
New
New position
29FS KKR Cap Corp
COM
$437K41.2K
0.2%
−59%
Reduced · −59K sh
Showing all 29 positions
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Filing history

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

$240.4M · Q2 2026Q3 2025 · $159.9MQ2 2026 · $240.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d29$240.4M13F-HR
Q1 2026Mar 31, 2026May 5, 202635d20$197.4M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202634d7$133.9M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d11$159.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.