Myriad Asset Management US LP
Follow13F filer, CIK 1857187, WEST PALM BEACH, FL
Myriad Asset Management US LP reported $237,675,631 across 22 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-10. Its ten largest share positions make up 87.94% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001857187-25-000005
- Period
- 2025-03-31
- Reported value
- $238M
- Holdings
- 22
- Top 10 weight
- 87.94%
- New
- 22
- Sold out
- 53
Part of the filer group Myriad Asset Management Advisors LLC
How groups are builtLargest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VEUnew | +1,808,599 | $110M |
| VWOnew | +650,400 | $29.4M |
| BABAnew | +158,536 | $21M |
| TCEHYnew | +208,086 | $13.3M |
| LInew | +393,382 | $9.91M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYexited | -37,210 | -$21.8M |
| QQQexited | -42,432 | -$21.7M |
| MSFTexited | -19,477 | -$8.21M |
| AMZNexited | -31,910 | -$7M |
| METAexited | -11,447 | -$6.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001857187-25-000005, largest first. % of portfolio is the value over $237,675,631, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VEUVANGUARD INTL EQUITY INDEX F | 1,808,599 | $110M | 46.16% | new | Timeline | ||
| VWOVANGUARD INTL EQUITY INDEX F | 650,400 | $29.4M | 12.39% | new | Timeline | ||
| BABAALIBABA GROUP HLDG LTD | 158,536 | $21M | 8.82% | new | Timeline | ||
| TCEHYTENCENT HOLDINGS LTD-UNS ADR | 208,086 | $13.3M | 5.59% | new | Timeline | ||
| LILI AUTO INC | 393,382 | $9.91M | 4.17% | new | Timeline | ||
| SESEA LTD | 53,616 | $7M | 2.94% | new | Timeline | ||
| MELIMERCADOLIBRE INC | 3,265 | $6.37M | 2.68% | new | Timeline | ||
| PDDPDD HOLDINGS INC | 37,990 | $4.5M | 1.89% | new | Timeline | ||
| BYDDYBYD Company Ltd Unsponsored AD | 42,550 | $4.31M | 1.81% | new | Timeline | ||
| TCOMTRIP COM GROUP LTD | 55,440 | $3.52M | 1.48% | new | Timeline | ||
| HDBHDFC BANK LTD | 49,580 | $3.29M | 1.39% | new | Timeline | ||
| BZKANZHUN LIMITED | 142,638 | $2.73M | 1.15% | new | Timeline | ||
| JDJD.COM INC | 63,186 | $2.6M | 1.09% | new | Timeline | ||
| TMETENCENT MUSIC ENTMT GROUP | 178,618 | $2.57M | 1.08% | new | Timeline | ||
| YMMFULL TRUCK ALLIANCE CO LTD | 195,444 | $2.5M | 1.05% | new | Timeline | ||
| NTESNETEASE COM INC | 23,386 | $2.41M | 1.01% | new | Timeline | ||
| BIDUBAIDU INC | 25,440 | $2.34M | 0.99% | new | Timeline | ||
| QFINQFIN HOLDINGS INC | 51,516 | $2.31M | 0.97% | new | Timeline | ||
| BEKEKE HLDGS INC | 107,926 | $2.17M | 0.91% | new | Timeline | ||
| TALTAL ED GROUP | 156,326 | $2.07M | 0.87% | new | Timeline | ||
| VIPSVIPSHOP HLDGS LTD | 121,398 | $1.9M | 0.8% | new | Timeline | ||
| BILIBILIBILI INC | 92,874 | $1.77M | 0.75% | new | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T | 37,210 | $21.8M | shares |
| QQQINVESCO QQQ TR | 42,432 | $21.7M | shares |
| MSFTMICROSOFT CORP | 19,477 | $8.21M | shares |
| AMZNAMAZON COM INC | 31,910 | $7M | shares |
| METAMETA PLATFORMS INC | 11,447 | $6.7M | shares |
| NVDANVIDIA CORPORATION | 40,678 | $5.46M | shares |
| GOOGLALPHABET INC | 20,112 | $3.81M | shares |
| AVGOBROADCOM INC | 14,464 | $3.35M | shares |
| TSLATESLA INC | 7,887 | $3.19M | shares |
| DHID R HORTON INC | 19,844 | $2.77M | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 13,837 | $2.73M | shares |
| PHMPULTE GROUP INC | 21,064 | $2.29M | shares |
| ASMLASML HLDG NV | 3,277 | $2.27M | shares |
| CCITIGROUP INC | 31,605 | $2.22M | shares |
| APOAPOLLO GLOBAL MGMT INC | 13,248 | $2.19M | shares |
| LENLENNAR CORP | 16,034 | $2.19M | shares |
| PYPLPAYPAL HLDGS INC | 25,432 | $2.17M | shares |
| BLKBLACKROCK INC | 2,106 | $2.16M | shares |
| LNGCHENIERE ENERGY INC | 9,781 | $2.1M | shares |
| XYZBLOCK INC | 24,055 | $2.04M | shares |
| ETNEATON CORP PLC | 5,988 | $1.99M | shares |
| FCXFREEPORT MCMORAN INC | 49,382 | $1.88M | shares |
| CRMSALESFORCE INC | 5,483 | $1.83M | shares |
| AXPAMERICAN EXPRESS CO | 5,626 | $1.67M | shares |
| UALUNITED AIRLS HLDGS INC | 17,102 | $1.66M | shares |
| ROKROCKWELL AUTOMATION INC | 5,778 | $1.65M | shares |
| UNPUNION PAC CORP | 6,931 | $1.58M | shares |
| WFCWELLS FARGO & CO | 21,997 | $1.55M | shares |
| BACBANK OF AMER CORP | 35,139 | $1.54M | shares |
| CATCATERPILLAR INC | 4,243 | $1.54M | shares |
| DALDELTA AIR LINES INC | 25,433 | $1.54M | shares |
| CEGCONSTELLATION ENERGY CORP | 6,876 | $1.54M | shares |
| CSXCSX CORP | 46,819 | $1.51M | shares |
| CCJCAMECO CORP | 28,093 | $1.44M | shares |
| PWRQUANTA SVCS INC | 4,059 | $1.28M | shares |
| ANETARISTA NETWORKS INC | 11,308 | $1.25M | shares |
| URIUNITED RENTALS INC | 1,643 | $1.16M | shares |
| FTNTFORTINET INC | 11,671 | $1.1M | shares |
| ORCLORACLE CORP | 6,563 | $1.09M | shares |
| JPMJPMORGAN CHASE & CO | 4,482 | $1.07M | shares |
| GSGOLDMAN SACHS GROUP INC | 1,854 | $1.06M | shares |
| KMIKINDER MORGAN INC DEL | 38,535 | $1.06M | shares |
| GEVGE VERNOVA INC | 3,147 | $1.04M | shares |
| MSMORGAN STANLEY | 8,194 | $1.03M | shares |
| NRGNRG ENERGY INC | 11,416 | $1.03M | shares |
| NEENEXTERA ENERGY INC | 14,137 | $1.01M | shares |
| PANWPALO ALTO NETWORKS INC | 5,492 | $999K | shares |
| WMBWILLIAMS COS INC | 18,381 | $995K | shares |
| GWWWW GRAINGER INC | 916 | $966K | shares |
| VSTVISTRA CORP | 6,979 | $962K | shares |
| IVPAFIVANHOE MINES LTD. COM CL A (C | 80,470 | $955K | shares |
| MUMICRON TECHNOLOGY INC | 10,969 | $923K | shares |
| VRTVERTIV HOLDINGS CO | 7,823 | $889K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001857187-25-000005 | base | 2025-04-10 | acceptance time not in the bulk data set |