Filed: 8/11/2023ACC: 0001803478-23-000004
📋 What this filing means
TRIKON ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $22.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$22.18M
Total AUM (reported)
393.56K
Total Shares
Allocation by class
COM$22.18M100.0%
Portfolio Concentration
Top 3$22.18M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 393.56K
Sole
Full voting authority
393.56K
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)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
COHERENT CORP
SOLEShares196.06K
TypeSH
Market value$9.99M
45.06%
Sole
196.06K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares21.49K
TypeSH
Market value$9.09M
40.99%
Sole
21.49K
Shared
0.00
None
0.00
FRESHWORKS INC-CL A
SOLEShares176K
TypeSH
Market value$3.09M
13.95%
Sole
176K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COHERENT CORPSOLE | COM | 196.06K | SH | $9.99M 45.06% | 196.06K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 21.49K | SH | $9.09M 40.99% | 21.49K | 0.00 | 0.00 |
FRESHWORKS INC-CL ASOLE | COM | 176K | SH | $3.09M 13.95% | 176K | 0.00 | 0.00 |