DIV CAPITAL PHOENIX ASSETS LTD

PrivateCIK: 2089718
11
Positions
$434.49M
Total AUM (reported)
1.31M
Total Shares

Allocation by class

TOTAL AUM$434.49M11 positions
TR UNIT$143.77M33.1%
UNIT SER 1$107.75M24.8%
COM$59.83M13.8%
CL A$42.42M9.8%
CAP STK CL A$39.79M9.2%
S&P 500 ETF SHS$22.23M5.1%
ULTRAPRO QQQ$11.15M2.6%

Portfolio Concentration

Top 367.7%4–1031.8%11–250.5%TOP 1099.5%0%100%
Top 3$293.94M67.7%
4–10$138.38M31.8%
11–25$2.17M0.5%

Top 3 weight

67.7%

Top 10 weight

99.5%

Voting Authority Distribution

Total shares with voting rights: 1.31M

Sole

Full voting authority

1.31M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares221.07K
TypeSH
Market value$143.77M
33.09%
Sole
221.07K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares186.69K
TypeSH
Market value$107.75M
24.80%
Sole
186.69K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares74.14K
TypeSH
Market value$42.42M
9.76%
Sole
74.14K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares138.38K
TypeSH
Market value$39.79M
9.16%
Sole
138.38K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares187.84K
TypeSH
Market value$39.12M
9.00%
Sole
187.84K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares37.20K
TypeSH
Market value$22.23M
5.12%
Sole
37.20K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares55.94K
TypeSH
Market value$20.71M
4.77%
Sole
55.94K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
ULTRAPRO QQQ
Shares267.50K
TypeSH
Market value$11.15M
2.57%
Sole
267.50K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US AER DEF ETF
Shares14K
TypeSH
Market value$3.06M
0.70%
Sole
14K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares5.40K
TypeSH
Market value$2.32M
0.53%
Sole
5.40K
Shared
0.00
None
0.00

CRITEO S A

SOLE
SPONS ADS
Shares121K
TypeSH
Market value$2.17M
0.50%
Sole
121K
Shared
0.00
None
0.00