Alken Asset Management Ltd Portfolio Update: Q3 2026 Holdings Shift
As of June 30, 2026, Alken Asset Management Ltd's portfolio totals $7,081. The firm recently increased its positions in Microsoft Corp (MSFT) and Coca-Cola Co/The (KO).
Alken Asset Management Ltd Portfolio Update
As of June 30, 2026, Alken Asset Management Ltd reported a portfolio value of $7,081. The firm recently updated its holdings for this period.
The largest allocation change was an increase in Microsoft Corp (MSFT). Compared to the previous reporting period, MSFT's position saw a significant share growth of 480 shares (+5.45%).
- Microsoft Corp (MSFT) allocation increased to 3.82%.
- This technology stock experienced substantial buying activity from the fund.
Coca-Cola Co/The (KO) also showed a strong increase, with its position growing by 500 shares (+4.5%).
- Coca-Cola Co/The (KO) allocation reached 1.07%.
- The consumer defensive stock saw considerable share growth in this period.
In addition, Alken Asset Management Ltd boosted its position in MSCI Inc (MSCI) by acquiring an additional 100 shares (+9.09%).
- MSCI Inc (MSCI) allocation increased to 0.75%.
- This financial services stock benefited from the fund's recent buying interest.
The firm maintained its position in Ishares Gold Trust (IAU) and Apollo Global Mgmt 6.750 31-Jul-2026 PEPS A (APO-A), with no change reported for these holdings from the prior period.
- Ishares Gold Trust (IAU) allocation remained at 0.46%.
- Apollo Global Mgmt PEPS A allocation stayed steady at 1.81%.
The fund's sector allocations saw Technology maintain its position as the dominant holding, though it represents just one stock in their current portfolio structure (portfolio_percentage_allocation: 48.3%). Consumer Defensive and Financial Services also feature prominently at 13.54% and 9.46% respectively.
A notable portion of the portfolio, approximately $2032 or 28.7% in value, is allocated to holdings with unknown sectors (sector: null). This includes Apollo Global Mgmt PEPS A and other unspecified assets.