Kaizen Investment Management Pte. Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Kaizen Investment Management Pte. Ltd. reported 3 stock positions worth $18.5 million. Its top holding was Seagate Technology (STX) at 52.5% of the portfolio, followed by Freeport-McMoran (FCX, 27.4%) and HDFC Bank Ltd.-ADR (HDB, 20.1%).

Most Recent 13F
Q4 2024
Location
SINGAPORE, U0
CIK
0002009000
Portfolio Value
$18.5M (Q1 2024)
SEC Filing
0001926253-24-000006 ↗ filed May 10, 2024

Holdings Value

0$5.0M$10.0M$15.0M$20.0M Q1 2024: $18.5M $18.5M Q1 2024 Q2 2024: $0 Q2 2024 Q3 2024: $6.2M Q3 2024 Q4 2024: $0 Q4 2024

Holdings 3 stocks · $18.5M
STX Seagate Technology Holdings 52.48% 104,400 $9.7M —
FCX Freeport-McMoran Inc. 27.41% 107,900 $5.1M —
HDB HDFC Bank Ltd.-ADR 20.11% 66,500 $3.7M —

Portfolio Sells Q1 2024

No earlier filing to compare with.

Portfolio Buys Q1 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2024 0$0
Q3 2024Amended 1$6.2MSE
Q2 2024 0$0
Q1 2024 3$18.5MSTX, FCX, HDB