Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pamalican Asset Management Ltd (CIK 2040055) reported $75.4M across 5 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: PDD ($29.6M, 39.27%), SCHW ($19.6M, 25.96%), LPLA ($16.4M, 21.69%), SARO ($3.4M, 4.51%), WAY ($2.8M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $29.6M | 39.27% | 30.0M | New |
| 2 | SCHW | SCHWAB CHARLES CORP | $19.6M | 25.96% | 250,000 | New |
| 3 | LPLA | LPL FINL HLDGS INC | $16.4M | 21.69% | 50,000 | New |
| 4 | SARO | STANDARDAERO INC | $3.4M | 4.51% | 127,690 | New |
| 5 | WAY | WAYSTAR HLDG CORP | $2.8M | 3.72% | 75,000 | New |
| 6 | NBIS | NEBIUS GROUP N.V. | $2.1M | 2.80% | 100,000 | Hold |
| 7 | GFL | GFL ENVIRONMENTAL INC | $1.2M | 1.60% | 25,000 | New |
| 8 | HUMA | HUMACYTE INC | $341,000 | 0.45% | 200,000 | New |
| 9 | JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 10 | SMTC | SEMTECH CORP | $0 | 0.00% | 0 | Exited |
| 11 | CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | Exited |
| 12 | CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | Exited |
| 13 | CWAN | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | Exited |
| 14 | EVGO | EVGO INC | $0 | 0.00% | 0 | Exited |
| 15 | FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | Exited |
| 16 | AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | Exited |
| 17 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | Exited |
| 18 | INTC | INTEL CORP | $0 | 0.00% | 0 | Exited |
| 19 | INTU | INTUIT | $0 | 0.00% | 0 | Exited |
| 20 | ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 21 | KGS | KODIAK GAS SVCS INC | $0 | 0.00% | 0 | Exited |
| 22 | LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | Exited |
| 23 | MAGS | LISTED FD TR | $0 | 0.00% | 0 | Exited |
| 24 | LOAR | LOAR HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 25 | MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31