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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 9 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EWY ISHARES INC MSCI STH KOR ETF 22,740.0 $2.2M 0.06% -219.0 -0.9% $97.22 +82.0%
162 COST COSTCO WHSL CORP NEW COM Consumer Defensive 2,519.0 $2.2M 0.06% +767.0 +43.8% $862.21 +6.9%
163 BZ KANZHUN LIMITED SPONSORED ADS Industrials 102,400.0 $2.1M 0.06% +12K +13.4% $20.37 -30.1%
164 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 118,517.0 $2.1M 0.06% -3K -2.4% $17.52 -49.9%
165 CSCO CISCO SYS INC COM Technology 26,072.0 $2.0M 0.05% -4K -12.1% $77.03 +52.0%
166 PUT ORACLE CORP PUT 10,000.0 $2.0M 0.05% NEW $195.38
167 INFY INFOSYS LTD SPONSORED ADR Technology 105,357.0 $1.9M 0.05% -30K -22.0% $17.82 -38.0%
168 MAA MID-AMER APT CMNTYS INC COM Real Estate 13,135.0 $1.8M 0.05% +2K +18.3% $138.91 -3.8%
169 BEKE KE HLDGS INC SPONSORED ADS Real Estate 115,605.0 $1.8M 0.05% -24K -17.4% $15.75 +2.2%
170 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 213,805.0 $1.8M 0.05% -26K -10.9% $8.34 +14.5%
171 PUT ADOBE INC PUT 5,000.0 $1.8M 0.05% -40K -88.9% $353.16
172 JD JD.COM INC SPON ADS CL A Consumer Cyclical 54,792.0 $1.6M 0.04% NEW $29.27 -1.5%
173 SUI SUN CMNTYS INC COM Real Estate 12,863.0 $1.6M 0.04% NEW $123.91 -3.3%
174 GM GENERAL MTRS CO COM Consumer Cyclical 19,417.0 $1.6M 0.04% -47K -70.7% $81.32 -5.5%
175 HEFA ISHARES TR HDG MSCI EAFE 37,738.0 $1.6M 0.04% $41.36 +11.7%
176 HDV ISHARES TR CORE HIGH DV ETF 12,581.0 $1.5M 0.04% $121.61 -77.3%
177 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 49,806.0 $1.5M 0.04% +34K +210.8% $30.08 -8.1%
178 EPR EPR PPTYS COM SH BEN INT Real Estate 29,435.0 $1.5M 0.04% -60K -67.2% $49.90 +19.3%
179 AMAT APPLIED MATLS INC COM Technology 5,464.0 $1.4M 0.04% -11K -66.7% $263.05 +126.5%
180 KRG KITE RLTY GROUP TR COM NEW Real Estate 59,135.0 $1.4M 0.04% NEW $23.97 +19.7%
Page 9 of 17  ·  321 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%