Silphium Asset Management Ltd

Wealth advisor Mechanical CIK 1758440
League rank
#540
in Wealth advisor · #2572 overall
Long book
$264.0M
Q1 2026
Positions
48
Top-10 weight
77%
concentration
Last quarter
+13.1%
SPY +14.8%
Turnover
32%
of book per quarter

Strategy in plain words

auto-generated from filings

Silphium Asset Management Ltd is a wealth-management firm allocating client money, running a $264.0M US long book across 48 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: VANGUARD S&P 500 ETF, VANGUARD FTSE PACIFIC ETF, ISHARES MSCI WORLD ETF, ISHARES CHINA LARGE-CAP ETF, VANGUARD FTSE EUROPE ETF.

Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 5 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
+6.0%
Q2 2024
+6.1%
Q3 2024
+0.2%
Q4 2024
-3.3%
Q1 2025
+11.9%
Q2 2025
+3.8%
Q3 2025
+1.3%
Q4 2025
-2.7%
Q1 2026
+13.1%

Sector allocation

Technology
57%
Consumer discretionary
20%
Industrials
10%
Healthcare
5%
Financials
3%
Energy
2%
Services media
1%
Utilities
1%

Long book by quarter

$193.1M
Q1 2024
$209.0M
Q2 2024
$277.7M
Q3 2024
$274.4M
Q4 2024
$124.1M
Q1 2025
$280.7M
Q2 2025
$338.0M
Q3 2025
$235.9M
Q4 2025
$264.0M
Q1 2026

What does Silphium Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology40.6K$7.1M2.7%-11.3%
MSFT MICROSOFT CORPTechnology14.2K$5.2M2.0%-10.7%
GOOGL ALPHABET INC-CL ATechnology17.7K$5.1M1.9%-21.1%
AAPL APPLE INCTechnology19.9K$5.1M1.9%-16.4%
AMZN AMAZON.COM INCConsumer discretionary21.1K$4.4M1.7%-16.6%
META META PLATFORMS INC-CLASS ATechnology5.9K$3.4M1.3%+2.4%
AVGO BROADCOM INCTechnology9.2K$2.9M1.1%-16.6%
LLY ELI LILLY & COHealthcare2.3K$2.1M0.8%-2.1%
WMT WALMART INCConsumer discretionary15.7K$2.0M0.7%-30.5%
COST COSTCO WHOLESALE CORPConsumer discretionary1.9K$1.9M0.7%-15.9%
MCK MCKESSON CORPConsumer discretionary1.6K$1.4M0.5%-16.4%
ETN EATON CORP PLCIndustrials3.7K$1.3M0.5%-30.3%
CME CME GROUP INCFinancials4.2K$1.2M0.5%-29.3%
CAT CATERPILLAR INCIndustrials1.7K$1.2M0.5%New
EQT EQT CORPEnergy17.6K$1.1M0.4%-51.8%
MGA MAGNA INTERNATIONAL INCIndustrials20.0K$1.1M0.4%+19.8%
ROST ROSS STORES INCConsumer discretionary5.1K$1.1M0.4%New
TER TERADYNE INCTechnology3.5K$1.0M0.4%-58.0%
APH AMPHENOL CORP-CL ATechnology7.6K$963K0.4%-23.0%
MA MASTERCARD INC - AServices media1.5K$746K0.3%-61.3%
MU MICRON TECHNOLOGY INCTechnology2.0K$688K0.3%New
WM WASTE MANAGEMENT INCUtilities2.9K$656K0.2%-60.4%
ISRG INTUITIVE SURGICAL INCHealthcare1.4K$656K0.2%-22.5%
BA BOEING CO/THEIndustrials3.2K$637K0.2%New
ODFL OLD DOMINION FREIGHT LINEIndustrials3.0K$592K0.2%-39.0%
TJX TJX COMPANIES INCConsumer discretionary3.2K$515K0.2%-71.1%
IBKR INTERACTIVE BROKERS GRO-CL AFinancials7.5K$506K0.2%-30.4%
CP CANADIAN PACIFIC KANSAS CITYIndustrials6.3K$497K0.2%-70.0%
AMD ADVANCED MICRO DEVICESTechnology2.1K$431K0.2%New
INTC INTEL CORPTechnology8.2K$362K0.1%New
SOLS SOLSTICE ADV MATERIALS INCMaterials2.7K$206K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 5, 202652$264.0M canonicalSEC ↗
Q4 202513F-HRJan 27, 202647$235.9M canonicalSEC ↗
Q3 202513F-HRNov 4, 202539$338.0M canonicalSEC ↗
Q2 202513F-HRAug 13, 202535$280.7M canonicalSEC ↗
Q1 202513F-HRApr 30, 202529$124.1M canonicalSEC ↗
Q4 202413F-HRFeb 6, 202558$303.5M canonicalSEC ↗
Q3 202413F-HRJan 30, 202550$280.5M canonicalSEC ↗
Q2 202413F-HRJan 30, 202554$210.5M canonicalSEC ↗
Q1 202413F-HRJan 30, 202545$198.0M canonicalSEC ↗