Q4 2025 · 13F-HR
Power Alpha Investment Ltdholdings as filed
Filed 2026-01-23 · accession 0002014593-26-000001
$972.8M
Reported value
5
Positions
2025-12-31
Period end
The Brief · Power Alpha Investment Ltd · Q4 2025
AI · grounded in 13F
Power Alpha Investment Ltd established a new position in SPY valued at $896.3M. The fund also initiated new stakes in VOO for $60.1M and IVV for $6.3M. Additional new positions include SMH at $5.4M and BRK/B at $4.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $896.3M | 92.1% | 1,314,441 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $60.1M | 6.18% | 95,800 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $6.3M | 0.65% | 9,200 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $5.4M | 0.56% | 15,000 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 0.48% | 9,300 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.