SHANDA ASSET MANAGEMENT HOLDINGS Ltd

Wealth advisor Mechanical technology specialist (85%) CIK 1622346
League rank
#3194
in Wealth advisor · #6553 overall
Long book
$1.84B
Q1 2026
Positions
6
Top-10 weight
100%
concentration
Last quarter
+23.3%
SPY +14.8%
Turnover
40%
of book per quarter

Strategy in plain words

auto-generated from filings

SHANDA ASSET MANAGEMENT HOLDINGS Ltd is a wealth-management firm allocating client money, specialised in technology (85% of the long book), running a $1.84B US long book across 6 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: INVESCO QQQ TRUST SERIES 1, ALPHABET INC-CL A, AMAZON.COM INC, NVIDIA CORP, QUALCOMM INC.

Over the last 9 quarters its long book ran on average 2.7pp per quarter ahead of the S&P 500, beating the index in 6 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
+12.4%
Q2 2024
-0.1%
Q3 2024
+6.6%
Q4 2024
-9.6%
Q1 2025
+18.4%
Q2 2025
+12.0%
Q3 2025
+7.4%
Q4 2025
-5.9%
Q1 2026
+23.3%

Sector allocation

Technology
85%
Consumer discretionary
15%
Industrials
0%

Long book by quarter

$1.34B
Q1 2024
$1.78B
Q2 2024
$1.77B
Q3 2024
$1.82B
Q4 2024
$1.64B
Q1 2025
$1.84B
Q2 2025
$1.93B
Q3 2025
$2.07B
Q4 2025
$1.84B
Q1 2026

What does SHANDA ASSET own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GOOGL ALPHABET INC-CL ATechnology1.4M$402.6M21.9%+7.7%
AMZN AMAZON.COM INCConsumer discretionary400.0K$83.3M4.5%+100.0%
NVDA NVIDIA CORPTechnology400.0K$69.8M3.8%-60.0%
QCOM QUALCOMM INCTechnology100.0K$12.9M0.7%Held
ZEO ZEO ENERGY CORPIndustrials37.2K$21K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20267$1.85B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202611$2.07B canonicalSEC ↗
Q3 202513F-HRNov 14, 20258$1.93B canonicalSEC ↗
Q2 202513F-HRAug 14, 20255$1.84B canonicalSEC ↗
Q1 202513F-HRMay 15, 20257$1.64B canonicalSEC ↗
Q4 202413F-HRFeb 14, 20255$1.82B canonicalSEC ↗
Q3 202413F-HRNov 14, 20246$1.77B canonicalSEC ↗
Q2 202413F-HRAug 14, 20246$1.78B canonicalSEC ↗
Q1 202413F-HRMay 15, 20242$1.34B canonicalSEC ↗