Kedalion Capital Management LLP
LONDON, X0
$4.2bn in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 32.6% of the portfolio this quarter.
Value
$4.2bn
Stocks
3
Top 10 share
100.0%
Turnover
32.6%
What changed this quarter
New
Bought for the first time this quarter.
- Bloom EnergyBE0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPYM73.3% of the fund+96%
Cut
Sold some of their stake.
- Ishares TRIVV26.5% of the fund-51%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Spdr Series TrustSPYM
- Share
- 73.3%
- Value
- $3.1bn
- Shares
- 35,130,000
+96%
- Ishares TRIVV
- Share
- 26.5%
- Value
- $1.1bn
- Shares
- 1,492,000
-51%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYM | 73.3% | $3.1bn | 35,130,000 | +96% |
| Ishares TRIVV | 26.5% | $1.1bn | 1,492,000 | -51% |
| Bloom EnergyBE | 0.1% | $5m | 16,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 64.1% since 30 June 2025.
Where the money is
Industrials0.1%
Other99.9%
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.