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KIM

Kaizen Investment Management Portfolio holdings

AUM $6.23M
This Fund
S&P 500
This Quarter Est. Return
+32.01%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$6.23M
AUM Growth
–
Cap. Flow
+$4.99M
Cap. Flow %
80.04%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SE icon
Sea Limited
SE
+$4.99M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$70.9B
$6.23M 100%
+66,100
New +$4.99M

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Kaizen Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Kaizen Investment Management held 1 position worth $6.23M. Its ten largest holdings account for 100% of the portfolio.

Kaizen Investment Management deployed $4.99M of net new capital in Q3 2024, opening 1 new position. Its largest new stake was Sea Limited: 66,100 shares worth $6.23M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 100% of assets.

  • Kaizen Investment Management's largest Q3 2024 buy was Sea Limited: 66,100 shares worth $6.23M.
  • Kaizen Investment Management's ten largest holdings make up 100% of its $6.23M portfolio in Q3 2024.
  • Kaizen Investment Management opened 1 new position and closed 0 in Q3 2024.

Based on Kaizen Investment Management's 13F filing for Q3 2024, filed 23 Oct 2024.