Nipun Capital, L.P.

Wealth advisor Mechanical technology specialist (88%) CIK 1781566
League rank
#3220
in Wealth advisor · #6791 overall
Long book
$202.1M
Q1 2026
Positions
8
Top-10 weight
100%
concentration
Last quarter
+1.5%
SPY +14.8%
Turnover
27%
of book per quarter

Strategy in plain words

auto-generated from filings

Nipun Capital, L.P. is a wealth-management firm allocating client money, specialised in technology (88% of the long book), running a $202.1M US long book across 8 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES MSCI INDIA ETF, ISHARES MSCI CHINA ETF, ISHARES CHINA LARGE-CAP ETF, TAIWAN SEMICONDUCTOR-SP ADR, VANGUARD FTSE EMERGING MARKE.

Over the last 9 quarters its long book ran on average 2.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+8.3%
Q2 2024
+10.0%
Q3 2024
-7.9%
Q4 2024
+3.5%
Q1 2025
+6.5%
Q2 2025
+2.7%
Q3 2025
-0.2%
Q4 2025
-7.1%
Q1 2026
+1.5%

Sector allocation

Industrials
100%

Long book by quarter

$112.9M
Q1 2024
$140.2M
Q2 2024
$158.3M
Q3 2024
$154.9M
Q4 2024
$170.5M
Q1 2025
$184.3M
Q2 2025
$158.3M
Q3 2025
$219.1M
Q4 2025
$202.1M
Q1 2026

What does Nipun Capital, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
TEN TSAKOS ENERGY NAVIGATION LTDIndustrials7.4K$292K0.1%-29.5%
GASS STEALTHGAS INCIndustrials11.5K$105K0.1%-42.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 27, 20268$202.1M canonicalSEC ↗
Q4 202513F-HRFeb 12, 202611$219.1M canonicalSEC ↗
Q3 202513F-HROct 8, 20257$158.3M canonicalSEC ↗
Q2 202513F-HRAug 12, 202512$184.3M canonicalSEC ↗
Q1 202513F-HRApr 8, 202510$170.5M canonicalSEC ↗
Q4 202413F-HRFeb 10, 20258$154.9M canonicalSEC ↗
Q3 202413F-HROct 30, 20247$158.3M canonicalSEC ↗
Q2 202413F-HRAug 14, 20247$140.2M canonicalSEC ↗
Q1 202413F-HRApr 30, 20247$112.9M canonicalSEC ↗