Crake Asset Management LLP

Fundamental concentrated ★Signal CIK 1789082
League rank
#462
in Fundamental concentrated · #1442 overall
Long book
$2.86B
Q1 2026
Positions
20
Top-10 weight
87%
concentration
Last quarter
+15.3%
SPY +14.8%
Turnover
52%
of book per quarter

Strategy in plain words

auto-generated from filings

Crake Asset Management LLP is a concentrated fundamental stock-picker, running a $2.86B US long book across 20 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: FREEPORT-MCMORAN INC, MICROSOFT CORP, AMAZON.COM INC, NVIDIA CORP, BROADCOM INC.

Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+10.4%
Q2 2024
+1.3%
Q3 2024
-2.8%
Q4 2024
-12.5%
Q1 2025
+26.7%
Q2 2025
+6.3%
Q3 2025
+4.6%
Q4 2025
-4.7%
Q1 2026
+15.3%

Sector allocation

Technology
47%
Materials
20%
Consumer discretionary
16%
Industrials
7%
Financials
6%
Services media
3%
Communications
1%

Long book by quarter

$990.9M
Q1 2024
$1.25B
Q2 2024
$814.5M
Q3 2024
$926.9M
Q4 2024
$1.24B
Q1 2025
$1.90B
Q2 2025
$2.20B
Q3 2025
$2.55B
Q4 2025
$2.86B
Q1 2026

What does Crake Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
FCX FREEPORT-MCMORAN INCMaterials9.3M$545.2M19.1%-3.6%
MSFT MICROSOFT CORPTechnology1.5M$541.0M18.9%+21.1%
AMZN AMAZON.COM INCConsumer discretionary2.1M$438.0M15.3%+26.4%
NVDA NVIDIA CORPTechnology1.4M$245.0M8.6%-11.6%
AVGO BROADCOM INCTechnology752.0K$232.7M8.1%New
LUV SOUTHWEST AIRLINES COIndustrials2.9M$109.7M3.8%+115.3%
GOOG ALPHABET INC-CL CTechnology326.5K$93.7M3.3%+77.0%
META META PLATFORMS INC-CLASS ATechnology140.0K$80.1M2.8%-17.4%
DHI DR HORTON INCIndustrials576.9K$79.2M2.8%New
BAC BANK OF AMERICA CORPFinancials1.5M$72.0M2.5%+17.8%
MU MICRON TECHNOLOGY INCTechnology192.0K$64.9M2.3%New
NFLX NETFLIX INCServices media667.1K$64.1M2.2%+455.9%
UNH UNITEDHEALTH GROUP INCFinancials152.9K$41.4M1.4%New
JPM JPMORGAN CHASE & COFinancials129.0K$38.0M1.3%New
CRM SALESFORCE INCTechnology170.4K$31.8M1.1%New
DIS WALT DISNEY CO/THEServices media277.0K$26.7M0.9%-49.9%
C CITIGROUP INCFinancials193.0K$21.9M0.8%New
TMUS T-MOBILE US INCCommunications80.2K$16.8M0.6%-90.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202620$2.86B canonicalSEC ↗
Q4 202513F-HRFeb 10, 202617$2.55B canonicalSEC ↗
Q3 202513F-HRNov 13, 202515$2.20B canonicalSEC ↗
Q2 202513F-HRAug 13, 202518$1.90B canonicalSEC ↗
Q1 202513F-HRMay 15, 202515$1.24B canonicalSEC ↗
Q4 202413F-HRFeb 14, 20259$926.9M canonicalSEC ↗
Q3 202413F-HRNov 14, 202412$814.5M canonicalSEC ↗
Q2 202413F-HRAug 8, 202415$1.25B canonicalSEC ↗
Q1 202413F-HRMay 7, 202416$990.9M canonicalSEC ↗