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Portfolio (Quarterly) Guide ↗

Alken Asset Management Ltd

· CIK 0001629996
13F Portfolio $56M AUM 35 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 3 Added 3 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Duke Energy 4.125 04/15/26 1,800.0 $2K 3.54% -2K -45.5% $1.09
2 JD.com 0.250 01-Jun-2029 180.0 $178.0 0.32% -2K -92.9% $0.99
3 Datadog 0.000 01-Dec-2029 100.0 $96.0 0.17% -2K -93.8% $0.96

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 63.2%
Financial Services 19.9%
Consumer Defensive 16.9%