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Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Trikon Asset Management Ltd 13F Holdings -- Portfolio & Top Positions (2023-09-30)

Trikon Asset Management Ltd (CIK 1803478) reported $1.8M across 1 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: NVDA ($1.8M, 100.00%), COHR ($0, 0.00%), FRSH ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$1.8M100.00%4,227Trimmed
2COHRCOHERENT CORP$00.00%0Exited
3FRSHFRESHWORKS INC-CL A$00.00%0Exited

Source: SEC Form 13F filings · as of 2023-09-30