Positano Wealth Management Ltd

HONG KONG, K3 · CIK 2137428 · 13F filing filed 2026-07-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHong Kong

$184.8m reported value +36.7% vs Q1 2026

24positions

93.8%in top 10

1 new 14 added 3 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	75,168	$26.9m14.54%	14.54%	Added +1.5k	+1,522 2.1%
2	MICRON TECHNOLOGY INC COM MU	MU	23,114	$26.7m14.44%	14.44%	Added +381	+381 1.7%
3	NVIDIA CORPORATION COM NVDA	NVDA	128,783	$25.8m13.94%	13.94%	Added +7.4k	+7,431 6.1%
4	MICROSOFT CORP COM MSFT	MSFT	55,310	$20.6m11.16%	11.16%	Added +10.7k	+10,709 24.0%
5	VISA INC COM CL A V	V	57,425	$19.7m10.66%	10.66%	Added +8.5k	+8,524 17.4%
6	CHUBB LIMITED COM CB	CB	56,689	$19.3m10.45%	10.45%	Added +15.8k	+15,825 38.7%
7	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	20,352	$9.7m5.26%	5.26%	Added +170	+170 0.8%
8	SALESFORCE INC COM CRM	CRM	54,462	$8.5m4.62%	4.62%	Added +12.3k	+12,316 29.2%
9	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	180,389	$8.1m4.40%	4.40%	Unchanged
10	MARRIOTT INTL INC NEW CL A MAR	MAR	21,606	$8.0m4.33%	4.33%	Reduced -9.7k	-9,727 -31.0%
11	QUALCOMM INC COM QCOM	QCOM	17,031	$3.1m1.70%	1.70%	Reduced -16.9k	-16,895 -49.8%
12	BROADCOM INC COM AVGO	AVGO	7,064	$2.7m1.44%	1.44%	Unchanged
13	MARKEL GROUP INC COM MKL	MKL	899	$1.8m0.95%	0.95%	Added +886	+886 6815.4%
14	UBER TECHNOLOGIES INC COM UBER	UBER	16,000	$1.2m0.62%	0.62%	Added +5.4k	+5,370 50.5%
15	INTUIT COM INTU	INTU	3,285	$857.4k0.46%	0.46%	Added +1.6k	+1,556 90.0%
16	FISERV INC COM FISV	FISV	11,728	$575.3k0.31%	0.31%	Unchanged
17	FUTU HLDGS LTD SPON ADS CL A FUTU	FUTU	5,123	$480.2k0.26%	0.26%	Added +2.7k	+2,727 113.8%
18	META PLATFORMS INC CL A META	META	698	$393.2k0.21%	0.21%	Added +39	+39 5.9%
19	GALLAGHER ARTHUR J & CO COM AJG	AJG	957	$219.7k0.12%	0.12%	Added +893	+893 1395.3%
20	CIENA CORP COM NEW CIEN	CIEN	246	$120.7k0.07%	0.07%	Unchanged
21	APPLE INC COM AAPL	AAPL	80	$23.1k0.01%	0.01%	Reduced -4.9k	-4,863 -98.4%
22	ADOBE INC COM ADBE	ADBE	97	$19.9k0.01%	0.01%	Unchanged
23	S&P GLOBAL INC COM SPGI	SPGI	41	$16.7k0.01%	0.01%	Unchanged
24	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	80	$11.9k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AUTOHOME INC ATHM	ATHM	25,388	$441.0k25.4k shares