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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
JNJ icon
51
Johnson & Johnson
JNJ
$663B
$8.17M 0.36%
32,155
+2,817
+10% +$657K
EWU icon
52
iShares MSCI United Kingdom ETF
EWU
$3.81B
$8.07M 0.35%
174,814
+10,334
+6% +$483K
EWJ icon
53
iShares MSCI Japan ETF
EWJ
$23.6B
$7.7M 0.34%
82,511
+14,833
+22% +$1.35M
VGT icon
54
Vanguard Information Technology ETF
VGT
$149B
$7.51M 0.33%
62,818
-9,206
-13% -$1.01M
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$6.94M 0.3%
116,306
-11,061
-9% -$650K
IJH icon
56
iShares Core S&P Mid-Cap ETF
IJH
$126B
$6.89M 0.3%
89,413
+1,600
+2% +$117K
ABBV icon
57
AbbVie
ABBV
$453B
$6.85M 0.3%
27,228
+1,390
+5% +$299K
KLAC icon
58
KLA
KLAC
$242B
$6.64M 0.29%
22,019
+359
+2% +$71.3K
VIS icon
59
Vanguard Industrials ETF
VIS
$8.02B
$6.64M 0.29%
18,424
+490
+3% +$166K
PWRL
60
Powerlaw Corp
PWRL
$441M
$6.56M 0.29%
+446,818
New +$8.35M
MA icon
61
Mastercard
MA
$507B
$6.42M 0.28%
12,506
+338
+3% +$169K
BAC icon
62
Bank of America
BAC
$438B
$6.14M 0.27%
107,743
+11,662
+12% +$620K
EWD icon
63
iShares MSCI Sweden ETF
EWD
$757M
$5.7M 0.25%
114,129
+24,884
+28% +$1.28M
CSCO icon
64
Cisco
CSCO
$431B
$5.41M 0.24%
46,049
+557
+1% +$58.3K
EEM icon
65
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$5.4M 0.24%
78,904
-9,277
-11% -$606K
NFLX icon
66
Netflix
NFLX
$326B
$5.22M 0.23%
73,127
+8,793
+14% +$774K
VTV icon
67
Vanguard Morningstar Value ETF
VTV
$194B
$4.98M 0.22%
22,831
+5,576
+32% +$1.16M
PULS icon
68
PGIM Ultra Short Bond ETF
PULS
$18.8B
$4.86M 0.21%
98,147
+1,106
+1% +$54.9K
UNH icon
69
UnitedHealth
UNH
$356B
$4.81M 0.21%
11,562
+2,316
+25% +$858K
GE icon
70
GE Aerospace
GE
$350B
$4.79M 0.21%
12,807
-1,606
-11% -$503K
EVR icon
71
Evercore
EVR
$11.5B
$4.6M 0.2%
13,485
-2,140
-14% -$732K
MPC icon
72
Marathon Petroleum
MPC
$109B
$4.42M 0.19%
17,273
-89
-0.5% -$21.9K
VOO icon
73
Vanguard S&P 500 ETF
VOO
$1.05T
$4.41M 0.19%
6,423
+51
+0.8% +$34K
SGOL icon
74
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$4.4M 0.19%
115,136
– –
WDC icon
75
Western Digital
WDC
$169B
$4.26M 0.19%
6,668
-1,824
-21% -$887K
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.