MYRIAD ASSET MANAGEMENT US LP

Filed: 1/30/2025ACC: 0001857187-25-000001

📋 What this filing means

MYRIAD ASSET MANAGEMENT US LP filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $149.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$149.17M

Total AUM (reported)

918.83K

Total Shares

Allocation by class

ORDINARY SHARES$149.17M100.0%

Portfolio Concentration

Top 3$51.71M34.7%

4–10$32.29M21.6%

11–25$31.40M21.1%

Rest$33.77M22.6%

Top 3 weight

34.7%

Top 10 weight

56.3%

Voting Authority Distribution

Total shares with voting rights: 918.83K

Sole

Full voting authority

918.83K

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole53

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings53

Rows:

SPDR S&P 500 ETF

SOLE

ORDINARY SHARES

Shares37.21K

TypeSH

Market value$21.81M

14.62%

Sole

37.21K

Shared

0.00

None

0.00

INVSC QQQ TRUST SRS 1 ETF

SOLE

ORDINARY SHARES

Shares42.43K

TypeSH

Market value$21.69M

14.54%

Sole

42.43K

Shared

0.00

None

0.00

MICROSOFT ORD

SOLE

ORDINARY SHARES

Shares19.48K

TypeSH

Market value$8.21M

5.50%

Sole

19.48K

Shared

0.00

None

0.00

AMAZON COM ORD

SOLE

ORDINARY SHARES

Shares31.91K

TypeSH

Market value$7.00M

4.69%

Sole

31.91K

Shared

0.00

None

0.00

META PLATFORMS CL A ORD

SOLE

ORDINARY SHARES

Shares11.45K

TypeSH

Market value$6.70M

4.49%

Sole

11.45K

Shared

0.00

None

0.00

NVIDIA ORD

SOLE

ORDINARY SHARES

Shares40.68K

TypeSH

Market value$5.46M

3.66%

Sole

40.68K

Shared

0.00

None

0.00

ALPHABET CL A ORD

SOLE

ORDINARY SHARES

Shares20.11K

TypeSH

Market value$3.81M

2.55%

Sole

20.11K

Shared

0.00

None

0.00

BROADCOM ORD

SOLE

ORDINARY SHARES

Shares14.46K

TypeSH

Market value$3.35M

2.25%

Sole

14.46K

Shared

0.00

None

0.00

TESLA ORD

SOLE

ORDINARY SHARES

Shares7.89K

TypeSH

Market value$3.19M

2.14%

Sole

7.89K

Shared

0.00

None

0.00

D R HORTON ORD

SOLE

ORDINARY SHARES

Shares19.84K

TypeSH

Market value$2.77M

1.86%

Sole

19.84K

Shared

0.00

None

0.00

TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD

SOLE

ORDINARY SHARES

Shares13.84K

TypeSH

Market value$2.73M

1.83%

Sole

13.84K

Shared

0.00

None

0.00

PULTEGROUP ORD

SOLE

ORDINARY SHARES

Shares21.06K

TypeSH

Market value$2.29M

1.54%

Sole

21.06K

Shared

0.00

None

0.00

ASML HOLDING ADR REP ORD

SOLE

ORDINARY SHARES

Shares3.28K

TypeSH

Market value$2.27M

1.52%

Sole

3.28K

Shared

0.00

None

0.00

CITIGROUP ORD

SOLE

ORDINARY SHARES

Shares31.61K

TypeSH

Market value$2.22M

1.49%

Sole

31.61K

Shared

0.00

None

0.00

APOLLO GLOBAL MANAGEMENT ORD

SOLE

ORDINARY SHARES

Shares13.25K

TypeSH

Market value$2.19M

1.47%

Sole

13.25K

Shared

0.00

None

0.00

LENNAR CL A ORD

SOLE

ORDINARY SHARES

Shares16.03K

TypeSH

Market value$2.19M

1.47%

Sole

16.03K

Shared

0.00

None

0.00

PAYPAL HOLDINGS ORD

SOLE

ORDINARY SHARES

Shares25.43K

TypeSH

Market value$2.17M

1.46%

Sole

25.43K

Shared

0.00

None

0.00

BLACKROCK ORD

SOLE

ORDINARY SHARES

Shares2.11K

TypeSH

Market value$2.16M

1.45%

Sole

2.11K

Shared

0.00

None

0.00

CHENIERE ENERGY ORD

SOLE

ORDINARY SHARES

Shares9.78K

TypeSH

Market value$2.10M

1.41%

Sole

9.78K

Shared

0.00

None

0.00

BLOCK CL A ORD

SOLE

ORDINARY SHARES

Shares24.05K

TypeSH

Market value$2.04M

1.37%

Sole

24.05K

Shared

0.00

None

0.00

EATON ORD

SOLE

ORDINARY SHARES

Shares5.99K

TypeSH

Market value$1.99M

1.33%

Sole

5.99K

Shared

0.00

None

0.00

FREEPORT MCMORAN ORD

SOLE

ORDINARY SHARES

Shares49.38K

TypeSH

Market value$1.88M

1.26%

Sole

49.38K

Shared

0.00

None

0.00

SALESFORCE ORD

SOLE

ORDINARY SHARES

Shares5.48K

TypeSH

Market value$1.83M

1.23%

Sole

5.48K

Shared

0.00

None

0.00

AMERICAN EXPRESS ORD

SOLE

ORDINARY SHARES

Shares5.63K

TypeSH

Market value$1.67M

1.12%

Sole

5.63K

Shared

0.00

None

0.00

UNITED AIRLINES HOLDINGS ORD

SOLE

ORDINARY SHARES

Shares17.10K

TypeSH

Market value$1.66M

1.11%

Sole

17.10K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SPDR S&P 500 ETFSOLE	ORDINARY SHARES	37.21K	SH	$21.81M 14.62%	37.21K
INVSC QQQ TRUST SRS 1 ETFSOLE	ORDINARY SHARES	42.43K	SH	$21.69M 14.54%	42.43K
MICROSOFT ORDSOLE	ORDINARY SHARES	19.48K	SH	$8.21M 5.50%	19.48K
AMAZON COM ORDSOLE	ORDINARY SHARES	31.91K	SH	$7.00M 4.69%	31.91K
META PLATFORMS CL A ORDSOLE	ORDINARY SHARES	11.45K	SH	$6.70M 4.49%	11.45K
NVIDIA ORDSOLE	ORDINARY SHARES	40.68K	SH	$5.46M 3.66%	40.68K
ALPHABET CL A ORDSOLE	ORDINARY SHARES	20.11K	SH	$3.81M 2.55%	20.11K
BROADCOM ORDSOLE	ORDINARY SHARES	14.46K	SH	$3.35M 2.25%	14.46K
TESLA ORDSOLE	ORDINARY SHARES	7.89K	SH	$3.19M 2.14%	7.89K
D R HORTON ORDSOLE	ORDINARY SHARES	19.84K	SH	$2.77M 1.86%	19.84K
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDSOLE	ORDINARY SHARES	13.84K	SH	$2.73M 1.83%	13.84K
PULTEGROUP ORDSOLE	ORDINARY SHARES	21.06K	SH	$2.29M 1.54%	21.06K
ASML HOLDING ADR REP ORDSOLE	ORDINARY SHARES	3.28K	SH	$2.27M 1.52%	3.28K
CITIGROUP ORDSOLE	ORDINARY SHARES	31.61K	SH	$2.22M 1.49%	31.61K
APOLLO GLOBAL MANAGEMENT ORDSOLE	ORDINARY SHARES	13.25K	SH	$2.19M 1.47%	13.25K
LENNAR CL A ORDSOLE	ORDINARY SHARES	16.03K	SH	$2.19M 1.47%	16.03K
PAYPAL HOLDINGS ORDSOLE	ORDINARY SHARES	25.43K	SH	$2.17M 1.46%	25.43K
BLACKROCK ORDSOLE	ORDINARY SHARES	2.11K	SH	$2.16M 1.45%	2.11K
CHENIERE ENERGY ORDSOLE	ORDINARY SHARES	9.78K	SH	$2.10M 1.41%	9.78K
BLOCK CL A ORDSOLE	ORDINARY SHARES	24.05K	SH	$2.04M 1.37%	24.05K
EATON ORDSOLE	ORDINARY SHARES	5.99K	SH	$1.99M 1.33%	5.99K
FREEPORT MCMORAN ORDSOLE	ORDINARY SHARES	49.38K	SH	$1.88M 1.26%	49.38K
SALESFORCE ORDSOLE	ORDINARY SHARES	5.48K	SH	$1.83M 1.23%	5.48K
AMERICAN EXPRESS ORDSOLE	ORDINARY SHARES	5.63K	SH	$1.67M 1.12%	5.63K
UNITED AIRLINES HOLDINGS ORDSOLE	ORDINARY SHARES	17.10K	SH	$1.66M 1.11%	17.10K

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