Institutional
Power Alpha Investment Ltd
CIK 0002014593
$874.2M
Reported AUM
5
Positions
Q1 2026
Period
2026-05-08
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $818.2M | 93.59% | −56,290 | −4.3% |
| 2 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $39.8M | 4.55% | −29,200 | −30.5% |
| 3 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $6.0M | 0.69% | — | HELD |
| 4 | SMH | VANECK ETF TRUST | $569.69 | -9.22% | 126.12% | 346.26% | $5.8M | 0.66% | — | HELD |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $4.5M | 0.51% | — | HELD |
Source: SEC EDGAR · accession 0002014593-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.