TB Alternative Assets Ltd.

Fundamental concentrated ★Signal CIK 1483503
League rank
#921
in Fundamental concentrated · #7233 overall
Long book
$481.1M
Q1 2026
Positions
36
Top-10 weight
68%
concentration
Last quarter
+2.0%
SPY +14.8%
Turnover
70%
of book per quarter

Strategy in plain words

auto-generated from filings

TB Alternative Assets Ltd. is a concentrated fundamental stock-picker, running a $481.1M US long book across 36 positions.

The portfolio is concentrated: the top 10 names carry 68% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: META PLATFORMS INC-CLASS A, PROSHARES ULTRA GOLD, PDD HOLDINGS INC, FIGURE TECHNOLOGY SOLUT-CL A, OCCIDENTAL PETROLEUM CORP.

Over the last 9 quarters its long book ran on average 0.4pp 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
+4.1%
Q2 2024
+1.5%
Q3 2024
+7.2%
Q4 2024
-3.3%
Q1 2025
+30.5%
Q2 2025
+17.5%
Q3 2025
-7.6%
Q4 2025
-8.2%
Q1 2026
+2.0%

Sector allocation

Technology
35%
Financials
19%
Energy
16%
Materials
14%
Industrials
7%
Utilities
6%
Communications
2%
Consumer discretionary
0%

Long book by quarter

$399.4M
Q1 2024
$429.5M
Q2 2024
$421.4M
Q3 2024
$388.4M
Q4 2024
$430.4M
Q1 2025
$540.0M
Q2 2025
$668.4M
Q3 2025
$610.8M
Q4 2025
$481.1M
Q1 2026

What does TB Alternative own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
META META PLATFORMS INC-CLASS ATechnology135.0K$77.2M16.1%-22.0%
FIGR FIGURE TECHNOLOGY SOLUT-CL AFinancials997.4K$33.9M7.0%+46.3%
OXY OCCIDENTAL PETROLEUM CORPEnergy514.7K$33.5M7.0%New
GOOG ALPHABET INC-CL CTechnology83.7K$24.0M5.0%-73.2%
RKLB ROCKET LAB CORPIndustrials359.2K$23.1M4.8%+359.3%
AEM AGNICO EAGLE MINES LTDMaterials100.1K$20.3M4.2%-56.4%
LEU CENTRUS ENERGY CORP-CLASS AMaterials109.9K$19.1M4.0%+20.8%
LMND LEMONADE INCFinancials235.8K$14.8M3.1%New
XOM EXXON MOBIL CORPEnergy79.7K$13.5M2.8%New
UNH UNITEDHEALTH GROUP INCFinancials47.2K$12.8M2.7%New
INTC INTEL CORPTechnology284.3K$12.5M2.6%-77.0%
LNG CHENIERE ENERGY INCUtilities32.0K$9.1M1.9%New
PSKY PARAMOUNT SKYDANCE CL BCommunications758.2K$6.8M1.4%+94.8%
MP MP MATERIALS CORPMaterials129.4K$6.2M1.3%-28.1%
EQT EQT CORPEnergy77.1K$4.9M1.0%New
ET ENERGY TRANSFER LPUtilities251.0K$4.8M1.0%New
CEG CONSTELLATION ENERGYUtilities12.5K$3.5M0.7%-54.1%
EPD ENTERPRISE PRODUCTS PARTNERSUtilities64.5K$2.4M0.5%New
LITE LUMENTUM HOLDINGS INCTechnology2.3K$1.6M0.3%New
CHWY CHEWY INC - CLASS AConsumer discretionary51.4K$1.4M0.3%New
CF CF INDUSTRIES HOLDINGS INCOther10.6K$1.4M0.3%New
AXTI AXT INCTechnology9.8K$556K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 16, 202636$481.1M canonicalSEC ↗
Q4 202513F-HRJan 16, 202650$610.8M canonicalSEC ↗
Q3 202513F-HROct 17, 202548$668.4M canonicalSEC ↗
Q2 202513F-HRJul 16, 202541$540.0M canonicalSEC ↗
Q1 202513F-HRApr 14, 202544$430.4M canonicalSEC ↗
Q4 202413F-HRJan 17, 202543$388.4M canonicalSEC ↗
Q3 202413F-HROct 21, 202440$421.4M canonicalSEC ↗
Q2 202413F-HRJul 18, 202437$429.5M canonicalSEC ↗
Q1 202413F-HRApr 15, 202440$399.4M canonicalSEC ↗