AI Portfolio Summary
In 2026 Q1, Kedalion Capital Management LLP maintained a portfolio of 4 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 3.79% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 4.9%. Conversely, Kedalion Capital Management LLP completely exited their position in VANGUARD INDEX FDS.
Total Positions
4
Quarter
2026 Q1
Top Holding
IVV (56.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 56.89% | 48.59% |
#1
Prev: #1
|
6.5 | 142,000 | 4.9% |
P
S
|
3,031,500 | $1,980,206,115 |
$586.24
+12.4%
|
2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | ||
|
SPLG
SPDR SERIES TRU...
|
ETF | 39.32% | 7.56% |
#2
1
Prev: #3
|
8.5 | 14,039,000 | 365.6% |
P
S
|
17,879,000 | $1,368,458,660 |
$75.68
+2.0%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | ||
|
HYG
PUT
ISHARES TR
|
PUT Option | 3.79% | — |
#3
Prev: #—
|
6.0 | 1,660,000 | no change |
NEW
|
1,660,000 | $132,069,600 |
$79.18
+0.5%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.00% | 43.85% |
Sold All 😨
(Was: #2) |
0.0 | -2,847,850 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-4 of 4 holdings