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Portfolio (Quarterly) Guide ↗

OVERSEA-CHINESE BANKING Corp Ltd

· CIK 0001291318
13F Portfolio $3.7B AUM 610 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 61 New 131 Added 121 Reduced 45 Exited
Page 4 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MA MASTERCARD INCORPORATED CL A Financial Services 25,066.0 $12.5M 0.34% -5K -16.1% $499.35 -1.3%
62 XLU SELECT SECTOR SPDR TR STATE STREET UTI 269,626.0 $12.4M 0.33% +23K +9.5% $45.88 -3.1%
63 KO COCA COLA CO COM Consumer Defensive 161,780.0 $12.3M 0.33% +147K +1009.4% $76.03 +5.1%
64 GIS GENERAL MILLS INC COM Consumer Defensive 321,674.0 $12.0M 0.32% -3K -0.8% $37.22 -10.3%
65 KLAC KLA CORP COM NEW Technology 7,744.0 $11.4M 0.31% NEW $1472.40 -83.8%
66 SPG SIMON PPTY GROUP INC NEW COM Real Estate 60,957.0 $11.4M 0.31% -713.0 -1.2% $186.53 +12.5%
67 HON HONEYWELL INTL INC COM Industrials 49,359.0 $11.2M 0.30% -6K -11.0% $226.03 +1.1%
68 PUT AMAZON COM INC PUT 55,000.0 $11.0M 0.30% +20K +57.1% $199.34
69 SPY SPDR S&P 500 ETF TR TR UNIT Financial Services 16,382.0 $10.7M 0.29% -337.0 -2.0% $650.34 +13.9%
70 SNPS SYNOPSYS INC COM Technology 26,737.0 $10.6M 0.29% +6K +31.6% $396.48 +16.5%
71 YMM FULL TRUCK ALLIANCE CO LTD SPONSORED ADS Technology 1,256,657.0 $10.4M 0.28% -284K -18.5% $8.29 -3.5%
72 AMER SPORTS INC COM SHS 314,761.0 $10.4M 0.28% +88K +38.8% $32.92
73 XLI SELECT SECTOR SPDR TR STATE STREET IND 63,550.0 $10.3M 0.28% +62K +3159.0% $161.68 +11.1%
74 MCHI ISHARES TR MSCI CHINA ETF 180,080.0 $10.1M 0.27% -4K -2.4% $56.19 -5.7%
75 SNOW SNOWFLAKE INC COM SHS Technology 65,982.0 $10.0M 0.27% +6K +10.1% $150.99 +55.2%
76 XLE SELECT SECTOR SPDR TR STATE STREET ENE 160,966.0 $9.9M 0.27% +101K +167.0% $61.24 -10.7%
77 UNH UNITEDHEALTH GROUP INC COM Healthcare 35,846.0 $9.6M 0.26% -47K -57.0% $268.81 +48.6%
78 QUAL ISHARES TR MSCI USA QLT FCT 50,036.0 $9.6M 0.26% -6K -11.1% $191.81 +11.8%
79 IRM IRON MTN INC DEL COM Real Estate 92,436.0 $9.4M 0.26% -4K -4.5% $102.14 +22.8%
80 RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 48,287.0 $9.3M 0.25% NEW $191.92 +8.9%
Page 4 of 17  ·  337 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.2%
Financial Services 14.3%
Consumer Cyclical 13.6%
Communication Services 7.2%
Healthcare 6.3%
Real Estate 5.9%
Industrials 3.7%
Consumer Defensive 3.2%
Basic Materials 1.4%
Energy 0.2%