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Malka Meyer Portfolio holdings
AUM
$8.77M
Turnover
0%
1-Year Est. Return
64.77%
This Fund
S&P 500
This Quarter Est. Return
+65.76%
1 Year Est. Return
+64.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.5M
AUM Growth
+$3.78M
(+66%)
Cap. Flow
$0
Cap. Flow % of AUM
Cap. Flow %
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
0.5
years
Top 10 Avg Time Held
0.5
years
Top 20 Avg Time Held
0.5
years
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Nu Holdings
NU
$56.1B
| $9.5M | 100% |
1,209,160
| – | – |
2022 Q4
2 quarters
|
|
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Malka Meyer's Q2 2023 Portfolio in Review
As of Q2 2023, Malka Meyer held 1 position worth $9.5M, up 66% from $5.76M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q2 2023: portfolio turnover was 0%. Malka Meyer opened no new positions and made no exits, leaving the 1-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.
- Malka Meyer's ten largest holdings make up 100% of its $9.5M portfolio in Q2 2023.
- Malka Meyer opened 0 new positions and closed 0 in Q2 2023.
- Malka Meyer's portfolio value rose 66% quarter-over-quarter to $9.5M.
Based on Malka Meyer's 13F filing for Q2 2023, filed 14 Aug 2023.