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Portfolio (Quarterly) Guide ↗

OVERSEA-CHINESE BANKING Corp Ltd

· CIK 0001291318
13F Portfolio $3.8B AUM 582 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 60 New 107 Added 133 Reduced 67 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 1,043.0 $295K 0.01% NEW $283.29 -6.0%
42 BIDU BAIDU INC SPON ADR REP A Communication Services 2,252.0 $294K 0.01% NEW $130.66 -16.0%
43 TPR TAPESTRY INC COM Consumer Cyclical 2,290.0 $293K 0.01% NEW $127.77 +5.9%
44 DUK DUKE ENERGY CORP NEW COM NEW Utilities 2,399.0 $281K 0.01% NEW $117.21 +7.8%
45 TTD THE TRADE DESK INC COM CL A Technology 7,311.0 $278K 0.01% NEW $37.96 -50.1%
46 WDC WESTERN DIGITAL CORP COM Technology 1,591.0 $274K 0.01% NEW $172.27 +227.0%
47 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 714.0 $274K 0.01% NEW $383.32 +7.9%
48 HCA HCA HEALTHCARE INC COM Healthcare 584.0 $273K 0.01% NEW $466.86 -22.1%
49 HUM HUMANA INC COM Healthcare 1,054.0 $272K 0.01% NEW $258.34 +57.5%
50 NET CLOUDFLARE INC CL A COM Technology 1,321.0 $265K 0.01% NEW $200.70 +40.4%
51 NAVN NAVAN INC CL A Technology 15,000.0 $256K 0.01% NEW $17.08 +51.1%
52 DG DOLLAR GEN CORP NEW COM Consumer Defensive 1,870.0 $248K 0.01% NEW $132.76 -9.5%
53 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 1,192.0 $242K 0.01% NEW $203.22 +60.3%
54 TEL TE CONNECTIVITY PLC ORD SHS Technology 1,054.0 $240K 0.01% NEW $227.51 -11.7%
55 STE STERIS PLC SHS USD Healthcare 929.0 $236K 0.01% NEW $253.52 -17.7%
56 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 1,282.0 $229K 0.01% NEW $178.59 +23.4%
57 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 565.0 $225K 0.01% NEW $397.65 -29.3%
58 RTX RTX CORPORATION COM Industrials 1,132.0 $208K 0.01% NEW $183.43 +5.4%
59 PSTG PURE STORAGE INC CL A 3,013.0 $202K 0.01% NEW $67.01
60 HUDSON PAC PPTYS INC COM 17,548.0 $190K 0.01% NEW $10.83
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.0%
Consumer Cyclical 14.5%
Financial Services 12.6%
Communication Services 8.5%
Healthcare 6.8%
Real Estate 5.3%
Industrials 3.4%
Consumer Defensive 2.3%
Basic Materials 1.2%
Energy 0.2%