Power Alpha Investment Ltd
Long book
$874.2M
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
+15.0%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsPower Alpha Investment Ltd is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $874.2M US long book across 5 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, VANGUARD S&P 500 ETF, ISHARES CORE S&P 500 ETF, VANECK SEMICONDUCTOR ETF, BERKSHIRE HATHAWAY INC-CL B.
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
Q4 2025
-4.3%
Q1 2026
+15.0%
Sector allocation
Financials 100%
Long book by quarter
What does Power Alpha own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 9.3K | $4.5M | 0.5% | Held |