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Portfolio (Quarterly) Guide ↗

Glenorchy Capital Ltd

· CIK 0002008506
13F Portfolio $1.7B AUM 67 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 49 Added 7 Reduced 5 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV ISHARES TR 1,118.0 $730K 0.04% $653.21 +15.5%
62 CALM CAL MAINE FOODS INC Consumer Defensive 8,292.0 $656K 0.04% +4K +90.2% $79.16 -3.2%
63 WB WEIBO CORP Communication Services 68,502.0 $599K 0.04% +30K +76.5% $8.75 -8.6%
64 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 900.0 $585K 0.03% -32K -97.3% $650.34 +15.4%
65 MNDO MIND C T I LTD Technology 169,621.0 $195K 0.01% -4K -2.2% $1.15 -14.8%
66 ENIC ENEL CHILE SA Utilities 14,559.0 $57K 0.00% NEW $3.94 +8.9%
67 DSX CALL DIANA SHIPPING INC Industrials 15,700.0 $39K 0.00% $2.50 +1.7%
Page 4 of 4  ·  67 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
Energy 60.0%
Basic Materials 19.0%
Utilities 8.5%
Financial Services 6.2%
Industrials 4.3%
Consumer Defensive 1.4%
Communication Services 0.5%
Technology 0.2%