ALKEN ASSET MANAGEMENT LTD

PrivateCIK: 1629996
Location

LONDON, X0

40
Positions
$89.6K
Total AUM (reported)
333.50K
Total Shares

Allocation by class

TOTAL AUM$89.6K40 positions
US DOMESTIC$66.6K74.3%
PUBLIC$12.7K14.2%
COMMON STOCK$5.0K5.6%
GLOBAL$4.8K5.4%
ETP$410.000.5%

Portfolio Concentration

Top 321.8%4–1033.5%11–2537.7%Rest7.0%TOP 1055.3%0%100%
Top 3$19.5K21.8%
4–10$30.1K33.5%
11–25$33.8K37.7%
Rest$6.2K7.0%

Top 3 weight

21.8%

Top 10 weight

55.3%

Voting Authority Distribution

Total shares with voting rights: 333.50K

Sole

Full voting authority

7.40K

shares

% of voting shares2.2%
Shared

Joint voting authority

40.16K

shares

% of voting shares12.0%
None

No voting authority

285.94K

shares

% of voting shares85.7%

Investment Discretion (by position count)

Sole40
Shared0
Other0
Dominant voting typeNone · 85.7% of voting shares
Institutional Holdings40
Rows:

CyberArk Software (Palo Alto) 0.000 15-Jun-2030

SOLE
US DOMESTIC
Shares4.40K
TypePRN
Market value$7.3K
8.18%
Sole
0.00
Shared
600.00
None
3.80K

Alphabet C 6.250 15-May-2029 PEPS B

SOLE
PUBLIC
Shares125K
TypeSH
Market value$6.3K
7.03%
Sole
0.00
Shared
14.60K
None
110.40K

Western Digital 3.000 15-Nov-2028

SOLE
US DOMESTIC
Shares350.00
TypePRN
Market value$5.9K
6.59%
Sole
0.00
Shared
50.00
None
300.00

Uber Technologies 0.875 01-Dec-2028

SOLE
US DOMESTIC
Shares4.95K
TypePRN
Market value$5.9K
6.59%
Sole
0.00
Shared
620.00
None
4.33K

CMS Energy 3.375 01-May-2028

SOLE
US DOMESTIC
Shares4.30K
TypePRN
Market value$4.8K
5.38%
Sole
0.00
Shared
570.00
None
3.73K

Macom Tech 0.000 15-Dec-2029 (Exch)

SOLE
US DOMESTIC
Shares2.04K
TypePRN
Market value$4.7K
5.25%
Sole
0.00
Shared
200.00
None
1.84K

InterDigital 3.500 01-Jun-2027

SOLE
US DOMESTIC
Shares1.17K
TypePRN
Market value$4.3K
4.79%
Sole
0.00
Shared
140.00
None
1.03K

Snowflake 0.000 01-Oct-2029

SOLE
US DOMESTIC
Shares2.05K
TypePRN
Market value$3.6K
4.03%
Sole
0.00
Shared
150.00
None
1.90K

Microsoft Corp

SOLE
Common Stock
Shares9.28K
TypeSH
Market value$3.4K
3.82%
Sole
0.00
Shared
1.16K
None
8.12K

Cloudflare 0.000 15-Jun-2030

SOLE
US DOMESTIC
Shares2.60K
TypePRN
Market value$3.3K
3.69%
Sole
0.00
Shared
300.00
None
2.30K

Alibaba Group 0.500 01-Jun-2031

SOLE
GLOBAL
Shares2.74K
TypePRN
Market value$3.2K
3.62%
Sole
0.00
Shared
400.00
None
2.34K

Halozyme Thera 1.000 15-Aug-2028

SOLE
US DOMESTIC
Shares2.13K
TypePRN
Market value$3.1K
3.47%
Sole
0.00
Shared
259.00
None
1.87K

NextEra Energy 7.375 15-Feb-2029 PEPS

SOLE
PUBLIC
Shares62.40K
TypeSH
Market value$3.0K
3.34%
Sole
0.00
Shared
7.70K
None
54.70K

iRhythm Technologies 1.500 01-Sep-2029

SOLE
US DOMESTIC
Shares2.70K
TypePRN
Market value$3.0K
3.32%
Sole
0.00
Shared
350.00
None
2.35K

Datadog 0.000 01-Dec-2029

SOLE
US DOMESTIC
Shares1.78K
TypePRN
Market value$2.5K
2.82%
Sole
0.00
Shared
280.00
None
1.50K

Post Holdings 2.500 15-Aug-2027

SOLE
US DOMESTIC
Shares2.43K
TypePRN
Market value$2.5K
2.81%
Sole
0.00
Shared
330.00
None
2.10K

Itron 1.375 15-Jul-2030

SOLE
US DOMESTIC
Shares2.30K
TypePRN
Market value$2.3K
2.56%
Sole
0.00
Shared
360.00
None
1.94K

Alnylam Pharma 1.000 15-Sep-2027

SOLE
US DOMESTIC
Shares1.60K
TypePRN
Market value$1.9K
2.13%
Sole
0.00
Shared
180.00
None
1.42K

Greenbrier Companies 2.375 - 2.875 up 30 - 35 15-Apr-2028

SOLE
US DOMESTIC
Shares1.65K
TypePRN
Market value$1.9K
2.12%
Sole
0.00
Shared
235.00
None
1.42K

Nutanix 0.250 01-Oct-2027 (Exch)

SOLE
US DOMESTIC
Shares1.70K
TypePRN
Market value$1.9K
2.11%
Sole
0.00
Shared
200.00
None
1.50K

Oracle 6.500 15-Jan-2029 PEPS D

SOLE
PUBLIC
Shares40.40K
TypeSH
Market value$1.8K
2.03%
Sole
0.00
Shared
6.40K
None
34K

ANI Pharma 2.250 01-Sep-2029

SOLE
US DOMESTIC
Shares1.40K
TypePRN
Market value$1.8K
2.03%
Sole
0.00
Shared
200.00
None
1.20K

GDS Holdings 2.250 01-Jun-2032

SOLE
US DOMESTIC
Shares1.45K
TypePRN
Market value$1.8K
1.96%
Sole
0.00
Shared
199.00
None
1.25K

Apollo Global Mgmt 6.750 31-Jul-2026 PEPS A

SOLE
PUBLIC
Shares26.60K
TypeSH
Market value$1.6K
1.81%
Sole
0.00
Shared
2.80K
None
23.80K

AeroVironment 0.000 15-Jul-2030

SOLE
GLOBAL
Shares1.50K
TypePRN
Market value$1.4K
1.56%
Sole
0.00
Shared
100.00
None
1.40K
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