Arkolith/Funds/Talaria Asset Management Pty Ltd

Talaria Asset Management Pty Ltd

CIK 2026352
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Talaria Asset Management Pty Ltd holds a concentrated book of 12 reported positions worth $467.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Pfizer Inc. Their largest long position is Everest Group Ltd at 22% of the reported non-option book. Cloning the disclosed picks since 2025 would be +56% (+51.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Added to
3
already held, bought more
Trimmed
5
sold some, still holds it
+2 more · largest first
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+55.9%
+51.6%/yr · since Aug '25
Their reported book
+51.7%
held from quarter-end
S&P 500
+20.4%
same window
$10K$11K$13K$14K$16KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Talaria Asset Management Pty Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.1 points over this window.

Growth of $10,000 cloning Talaria Asset Management Pty Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 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: concentrated book

Top 5 holdings
68%
Top 10 holdings
98%
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.

Where the money is, by sector

100% mapped to company sectors

Financials
29%
Health Care
21%
Consumer Discretionary
16%
Information Technology
13%
Energy
7%
Utilities
7%
Industrials
6%
Materials
1%

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 Talaria Asset Management Pty Ltd

Manager / fundShared namesTheir $ in those
Altrinsic Global Advisors LLC4 / 12$849.3M
Foundation Resource Management Inc5 / 12$121.7M
Robinson Value Management, Ltd.5 / 12$21.2M
Wilkins Investment Counsel Inc4 / 12$82.0M
Troy Asset Management Ltd2 / 12$392.3M
Personal Cfo Solutions, LLC8 / 12$73.7M
Colrain Capital LLC3 / 12$30.5M
QSM Asset Management Ltd2 / 12$19.8M

Ranked by the share of each fund's own book sitting in the names it shares with Talaria Asset Management Pty 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.

12 positions
#SecurityValueShares% PortLast moveHistory
1Everest Group Ltd
COM
$100.7M281.8K
21.5%
+25%
Added · +57K sh
2Smith A O Corp
COM
$75.3M1.20M
16.1%
+53%
Added · +417K sh
3Medtronic PLC
SHS
$57.1M729.9K
12.2%
+47%
Added · +232K sh
4HP Inc
COM
$44.8M2.04M
9.6%
Held
5Pfizer Inc
COM
$39.9M1.66M
8.5%
−7.0%
Reduced · −124K sh
6Chubb Limited
COM
$35.4M103.8K
7.6%
−54%
Reduced · −120K sh
7Eog Res Inc
COM
$34.7M267.7K
7.4%
−54%
Reduced · −308K sh
8Wec Energy Group Inc
COM
$34.0M291.3K
7.3%
Held
9Robert Half Inc.
COM
$28.5M928.9K
6.1%
−0.1%
Reduced · −1K sh
10Adobe Inc
COM
$7.8M38.0K
1.7%
Held
11Amdocs Ltd
SHS
$6.6M130.5K
1.4%
−31%
Reduced · −58K sh
12Newmont Corp
COM
$2.5M26.8K
0.5%
Held
Showing all 12 positions
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Filing history

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

$555.8M · Q3 2025Q2 2025 · $423.3MQ2 2026 · $467.3M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d12$467.3M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d12$495.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d11$521.9M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d13$555.8M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d12$423.3M13F-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.