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Syon Capital Portfolio holdings

AUM $2.3B
1-Year Est. Return 25.92%
This Fund
S&P 500
This Quarter Est. Return
+14.83%
1 Year Est. Return
+25.92%
3 Year Est. Return
+74.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.3B
AUM Growth
+$307M
Cap. Flow
+$120M
Cap. Flow %
5.21%
Top 10 Hldgs %
25.88%
Holding
1,020
New
114
Increased
517
Reduced
305
Closed
70

Top Buys

Rank Stock Value
1
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$17.4M
2
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.88M
3
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$9.2M
4
PWRL
Powerlaw Corp
PWRL
+$8.35M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$5.02M

Top Sells

Rank Stock Value
1
HODL icon
VanEck Bitcoin Trust
HODL
+$14M
2
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$5.81M
3
CMBS icon
iShares CMBS ETF
CMBS
+$5.67M
4
PANW icon
Palo Alto Networks
PANW
+$3.4M
5
XYZ
Block Inc
XYZ
+$2.9M

Sector Composition

Rank Sector Weight
1 Miscellaneous 35.58%
2 Technology 19.13%
3 Communication Services 10.14%
4 Financials 8.67%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
26
iShares Gold Trust
IAU
$65.8B
$19.6M 0.85%
259,519
-402
-0.2% -$34.1K
MU icon
27
Micron Technology
MU
$1.15T
$18.1M 0.79%
15,661
+428
+3% +$321K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.08T
$16.9M 0.74%
33,847
+1,255
+4% +$603K
JPM icon
29
JPMorgan Chase
JPM
$953B
$16.4M 0.72%
50,236
+2,717
+6% +$844K
EMB icon
30
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$16.4M 0.71%
169,689
+23,372
+16% +$2.24M
GDX icon
31
VanEck Gold Miners ETF
GDX
$30.2B
$16M 0.7%
212,664
+1,602
+0.8% +$142K
LLY icon
32
Eli Lilly
LLY
$1.02T
$15.8M 0.69%
13,135
+316
+2% +$323K
EZU icon
33
iShare MSCI Eurozone ETF
EZU
$9.91B
$15M 0.65%
216,305
-6,434
-3% -$434K
AMD icon
34
Advanced Micro Devices
AMD
$780B
$14.9M 0.65%
25,657
+2,775
+12% +$1.14M
GLD icon
35
SPDR Gold Trust
GLD
$150B
$14.7M 0.64%
39,808
+4,758
+14% +$1.97M
FBTC icon
36
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$14.5M 0.63%
283,149
+278,478
+5,962% +$17.4M
RING icon
37
iShares MSCI Global Gold Miners ETF
RING
$2.53B
$12.1M 0.53%
187,958
+65,538
+54% +$5.02M
TSLA icon
38
Tesla
TSLA
$1.4T
$11.5M 0.5%
27,325
+1,011
+4% +$402K
XOM icon
39
ExxonMobil
XOM
$656B
$10.9M 0.47%
79,377
+3,145
+4% +$471K
VIG icon
40
Vanguard Dividend Appreciation ETF
VIG
$113B
$10.8M 0.47%
45,628
+948
+2% +$218K
EPP icon
41
iShares MSCI Pacific ex Japan ETF
EPP
$2.34B
$10.1M 0.44%
189,423
+38,905
+26% +$2.14M
AMAT icon
42
Applied Materials
AMAT
$361B
$9.94M 0.43%
13,754
-55
-0.4% -$25.4K
WMT icon
43
Walmart Inc
WMT
$850B
$9.82M 0.43%
86,726
+2,138
+3% +$265K
V icon
44
Visa
V
$700B
$9.48M 0.41%
27,623
+1,172
+4% +$376K
LRCX icon
45
Lam Research
LRCX
$385B
$9.01M 0.39%
20,792
-1,388
-6% -$421K
DOCU
46
DocuSign
DOCU
$13.1B
$8.85M 0.39%
199,125
-7,389
-4% -$346K
CAT icon
47
Caterpillar
CAT
$374B
$8.41M 0.37%
7,899
+160
+2% +$141K
COST icon
48
Costco
COST
$406B
$8.27M 0.36%
8,840
+597
+7% +$595K
GS icon
49
Goldman Sachs
GS
$302B
$8.21M 0.36%
8,114
+681
+9% +$664K
SPY icon
50
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$8.2M 0.36%
10,977
-15
-0.1% -$10.9K
1
2
3 4 5

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Syon Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Syon Capital held 1,020 positions worth $2.3B, up 15% from $1.99B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Syon Capital deployed $120M of net new capital in Q2 2026, opening 114 new positions and adding to 517 existing holdings. Its largest new stake was Powerlaw Corp: 446,818 shares worth $6.56M.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, down from 37% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was iShares 5-10 Year Investment Grade Corporate Bond ETF, an estimated $5.81M trimmed.

  • Syon Capital's largest Q2 2026 buy was Powerlaw Corp: 446,818 shares worth $6.56M.
  • Syon Capital added most to Fidelity Wise Origin Bitcoin Fund in Q2 2026, an estimated $17.4M increase.
  • Syon Capital's biggest Q2 2026 reduction was iShares 5-10 Year Investment Grade Corporate Bond ETF, cutting an estimated $5.81M.
  • Syon Capital fully exited VanEck Bitcoin Trust in Q2 2026, selling an estimated $14M.
  • Syon Capital's ten largest holdings make up 26% of its $2.3B portfolio in Q2 2026.
  • Syon Capital opened 114 new positions and closed 70 in Q2 2026.
  • Syon Capital's portfolio value rose 15% quarter-over-quarter to $2.3B.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.