Q1 2026 · 13F-HR
Power Alpha Investment Ltdholdings as filed
Filed 2026-05-08 · accession 0002014593-26-000004
$874.2M
Reported value
5
Positions
2026-03-31
Period end
The Brief · Power Alpha Investment Ltd · Q1 2026
AI · grounded in 13F
Power Alpha Investment Ltd reduced its position in VOO by 30.48%. The fund also trimmed its holding in SPY by 4.28%. These were the only changes to a portfolio consisting of five positions with total assets under management of $874,239,843.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $818.2M | 93.6% | 1,258,151 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $39.8M | 4.55% | 66,600 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $6.0M | 0.69% | 9,200 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $5.8M | 0.66% | 15,000 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.5M | 0.51% | 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.