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SGOM

SIP Global Opportunity Manager Portfolio holdings

AUM $48.5M
This Fund
S&P 500
This Quarter Est. Return
+59.65%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$76.5M
Cap. Flow %
73.36%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
KDK
Kodiak AI
KDK
+$76.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KDK
1
Kodiak AI
KDK
$782M
$104M 100%
+9,552,270
New +$76.5M

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SIP Global Opportunity Manager's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for SIP Global Opportunity Manager, which disclosed 1 position worth $104M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Kodiak AI: 9,552,270 shares worth $104M.

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

  • SIP Global Opportunity Manager's largest Q4 2025 buy was Kodiak AI: 9,552,270 shares worth $104M.
  • SIP Global Opportunity Manager's ten largest holdings make up 100% of its $104M portfolio in Q4 2025.
  • SIP Global Opportunity Manager disclosed 1 position in Q4 2025, its first 13F filing on record.

Based on SIP Global Opportunity Manager's 13F filing for Q4 2025, filed 19 Feb 2026.