We are live on ! Find out more
AMCI

Al Mehwar Commercial Investments Portfolio holdings

AUM $624M
1-Year Est. Return 10.07%
This Fund
S&P 500
This Quarter Est. Return
-13.95%
1 Year Est. Return
-10.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$597M
AUM Growth
-$97.1M
Cap. Flow
-$266K
Cap. Flow %
-0.04%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
FRSH icon
Freshworks
FRSH
+$266K

Sector Composition

Rank Sector Weight
1 Energy 100%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIST icon
1
Vista Energy
VIST
$7.81B
$597M 100%
12,822,581
– –
FRSH icon
2
Freshworks
FRSH
$3.57B
– –
-16,456
Closed -$266K

Similar funds

MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
CIP
Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

Al Mehwar Commercial Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Al Mehwar Commercial Investments held 2 positions worth $597M, down 14% from $694M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Al Mehwar Commercial Investments's Q1 2025 filing shows 1 closed position. The largest sale was Freshworks, an estimated $266K.

By sector, the portfolio is most concentrated in Energy at 100% of assets, up from 100% a quarter earlier, followed by Technology.

  • Al Mehwar Commercial Investments fully exited Freshworks in Q1 2025, selling an estimated $266K.
  • Al Mehwar Commercial Investments's ten largest holdings make up 100% of its $597M portfolio in Q1 2025.
  • Al Mehwar Commercial Investments opened 0 new positions and closed 1 in Q1 2025.
  • Al Mehwar Commercial Investments's portfolio value fell 14% quarter-over-quarter to $597M.

Based on Al Mehwar Commercial Investments's 13F filing for Q1 2025, filed 13 May 2025.