Alken Asset Management
LONDON, X0files as Alken Asset Management Ltd
$18m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 52.2% of the portfolio this quarter.
Value
$18m
Stocks
7
Top 10 share
100.0%
Turnover
52.2%
What changed this quarter
New
Bought for the first time this quarter.
- Alphabet35.4% of the fund
- NextEra Energy16.8% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT19.2% of the fund+5%
- Oracle10.2% of the fund+9%
- Coca-ColaKO5.4% of the fund+5%
- MsciMSCI3.8% of the fund+9%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Ares Management-100%
Holdings
- Alphabet
- Share
- 35.4%
- Value
- $6m
- Shares
- 125,000
New
- NextEra Energy
- Share
- 16.8%
- Value
- $3m
- Shares
- 62,400
New
- Oracle
- Share
- 10.2%
- Value
- $2m
- Shares
- 40,400
+9%
- Apollo Global Mgmt
- Share
- 9.1%
- Value
- $2m
- Shares
- 26,600
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Alphabet | 35.4% | $6m | 125,000 | New |
| MicrosoftMSFT | 19.2% | $3m | 9,280 | +5% |
| NextEra Energy | 16.8% | $3m | 62,400 | New |
| Oracle | 10.2% | $2m | 40,400 | +9% |
| Apollo Global Mgmt | 9.1% | $2m | 26,600 | Held |
| Coca-ColaKO | 5.4% | $959,000 | 11,600 | +5% |
| MsciMSCI | 3.8% | $670,000 | 1,200 | +9% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 159.2% since 30 June 2025.
Where the money is
Technology19.2%
Everyday goods5.4%
Financial services3.8%
Other71.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.