Myriad Asset Management US LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Myriad Asset Management US LP reported 52 stock positions worth $72.4 million. Its top holding was iShares Core MSCI Emerging (IEMG) at 18.9% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 15.7%) and Nvidia (NVDA, 4.9%). Compared with Q1 2026, it opened 21 new positions, sold out of 15, added to 14 and reduced 11. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from iShares Gold Trust Micro (IAUM).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001857187
- Portfolio Value
- $72.4M (Q2 2026)
- SEC Filing
- 0001857187-26-000007 ↗ filed Jul 20, 2026
Holdings Value
Holdings 52 stocks · $72.4M
| IEMG iShares Core MSCI Emerging | 18.93% | 165,452 | $13.7M | Reduce -21.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 15.69% | 111,013 | $11.4M | Reduce -11.6% |
| NVDA Nvidia Corp. | 4.94% | 17,889 | $3.6M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 4.46% | 9,035 | $3.2M | Add +12.9% |
| AAPL Apple Inc. | 3.72% | 9,305 | $2.7M | New |
| AMZN Amazon.com Inc. | 3.26% | 9,911 | $2.4M | Add +20.7% |
| MSFT Microsoft Corp. | 2.51% | 4,866 | $1.8M | Reduce -3.9% |
| LLY Eli Lilly & Co. | 2.45% | 1,480 | $1.8M | New |
| VTWO Vanguard Russell 2000 ETF | 2.45% | 14,610 | $1.8M | New |
| RSP Invesco S&P 500 Equal Weight | 2.40% | 8,176 | $1.7M | New |
| JPM JPMorgan Chase & Co. | 2.05% | 4,540 | $1.5M | Add +40.8% |
| FCX Freeport-McMoran Inc. | 1.88% | 21,640 | $1.4M | No change |
| AVGO Broadcom Inc. | 1.88% | 3,598 | $1.4M | Add +20.4% |
| V Visa Inc. Class A | 1.56% | 3,302 | $1.1M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.55% | 565 | $1.1M | Reduce -15.3% |
| SMERY Siemens Energy AG Spon ADR | 1.46% | 27,795 | $1.1M | Add +400.0% |
| C Citigroup Inc. | 1.41% | 7,273 | $1.0M | Add +44.1% |
| MS Morgan Stanley | 1.39% | 4,816 | $1.0M | Add +17.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.32% | 2,008 | $959K | Reduce -10.6% |
| GS Goldman Sachs Group Inc. | 1.24% | 889 | $899K | Add +19.5% |
| CAT Caterpillar Inc. | 1.19% | 806 | $858K | Reduce -20.0% |
| UNP Union Pacific Corp. | 1.10% | 2,920 | $794K | Add +151.5% |
| BAC Bank of America Corp. | 1.09% | 13,849 | $789K | Add +18.0% |
| META Meta Platforms Inc. Class A | 1.04% | 1,336 | $753K | Reduce -8.4% |
| TMO Thermo Fisher Scientific Inc. | 1.01% | 1,460 | $732K | New |
| MU Micron Technology Inc. | 0.97% | 609 | $703K | Reduce -62.4% |
| ETN Eaton Corp. PLC | 0.95% | 1,621 | $691K | No change |
| LRCX Lam Research Corp. | 0.94% | 1,576 | $683K | Reduce -27.2% |
| AMAT Applied Materials Inc. | 0.92% | 925 | $669K | New |
| CSX CSX Corp. | 0.90% | 13,753 | $654K | New |
| TECK Teck Resources Ltd.-CLS B | 0.90% | 10,917 | $649K | No change |
| VMC Vulcan Materials Co. | 0.89% | 2,176 | $642K | Add +13.3% |
| MLM Martin Marietta Materials | 0.83% | 1,043 | $601K | Add +13.7% |
| NGLOY Anglo American PLC-Spons ADR | 0.82% | 24,152 | $597K | No change |
| DE Deere & Co. | 0.79% | 898 | $570K | Add +55.4% |
| LNG Cheniere Energy Inc. | 0.73% | 2,210 | $528K | New |
| GLW Corning Inc. | 0.72% | 2,030 | $519K | New |
| DHR Danaher Corp. | 0.70% | 2,675 | $510K | New |
| ISRG Intuitive Surgical Inc. | 0.66% | 1,208 | $480K | New |
| VLO Valero Energy Corp. | 0.65% | 1,812 | $472K | New |
| MRVL Marvell Technology Inc. | 0.65% | 1,581 | $471K | New |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.60% | 5,222 | $435K | Reduce -57.4% |
| MA Mastercard Inc. Class A | 0.51% | 724 | $372K | New |
| NUE Nucor Corp. | 0.51% | 1,664 | $371K | New |
| WFC Wells Fargo & Co. | 0.49% | 4,290 | $355K | Reduce -5.5% |
| PANW Palo Alto Networks Inc. | 0.49% | 1,037 | $354K | New |
| GLNCY Glencore PLC -Unsp ADR | 0.46% | 24,345 | $331K | No change |
| SBGSY Schneider Elect SE-Unsp ADR | 0.43% | 4,765 | $311K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.43% | 6,433 | $308K | New |
| BE Bloom Energy Corp. Class A | 0.37% | 881 | $267K | New |
| ABBNY Abb Ltd.-Spon ADR | 0.36% | 2,420 | $263K | New |
| CCJ Cameco Corp. | 0.33% | 2,322 | $237K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IAUM iShares Gold Trust Micro | Sold out | 0.00% | −19.28 |
| IEMG iShares Core MSCI Emerging | Reduce -21.9% | 18.93% | −3.24 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −0.86 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.75 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -57.4% | 0.60% | −0.74 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.51 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.50 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.46 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.45 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.45 |
| USB US Bancorp | Sold out | 0.00% | −0.45 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.43 |
| SCBFY Standard Chartered- Unsp ADR | Sold out | 0.00% | −0.40 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Sold out | 0.00% | −0.37 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.33 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.31 |
| UNCRY Unicredit SPA-ADR | Sold out | 0.00% | −0.31 |
| MSFT Microsoft Corp. | Reduce -3.9% | 2.51% | −0.30 |
| META Meta Platforms Inc. Class A | Reduce -8.4% | 1.04% | −0.21 |
| WFC Wells Fargo & Co. | Reduce -5.5% | 0.49% | −0.05 |
| CAT Caterpillar Inc. | Reduce -20.0% | 1.19% | +0.11 |
| MU Micron Technology Inc. | Reduce -62.4% | 0.97% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -10.6% | 1.32% | +0.19 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -15.3% | 1.55% | +0.23 |
| LRCX Lam Research Corp. | Reduce -27.2% | 0.94% | +0.25 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -11.6% | 15.69% | +0.87 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | New | 3.72% | +3.72 |
| LLY Eli Lilly & Co. | New | 2.45% | +2.45 |
| VTWO Vanguard Russell 2000 ETF | New | 2.45% | +2.45 |
| RSP Invesco S&P 500 Equal Weight | New | 2.40% | +2.40 |
| V Visa Inc. Class A | New | 1.56% | +1.56 |
| TMO Thermo Fisher Scientific Inc. | New | 1.01% | +1.01 |
| GOOGL Alphabet Inc. Class A | Add +12.9% | 4.46% | +1.01 |
| AMAT Applied Materials Inc. | New | 0.92% | +0.92 |
| CSX CSX Corp. | New | 0.90% | +0.90 |
| LNG Cheniere Energy Inc. | New | 0.73% | +0.73 |
| GLW Corning Inc. | New | 0.72% | +0.72 |
| DHR Danaher Corp. | New | 0.70% | +0.70 |
| AMZN Amazon.com Inc. | Add +20.7% | 3.26% | +0.70 |
| UNP Union Pacific Corp. | Add +151.5% | 1.10% | +0.67 |
| ISRG Intuitive Surgical Inc. | New | 0.66% | +0.66 |
| VLO Valero Energy Corp. | New | 0.65% | +0.65 |
| MRVL Marvell Technology Inc. | New | 0.65% | +0.65 |
| JPM JPMorgan Chase & Co. | Add +40.8% | 2.05% | +0.63 |
| C Citigroup Inc. | Add +44.1% | 1.41% | +0.55 |
| MA Mastercard Inc. Class A | New | 0.51% | +0.51 |
| NUE Nucor Corp. | New | 0.51% | +0.51 |
| NVDA Nvidia Corp. | Add +5.3% | 4.94% | +0.50 |
| AVGO Broadcom Inc. | Add +20.4% | 1.88% | +0.49 |
| PANW Palo Alto Networks Inc. | New | 0.49% | +0.49 |
| SBGSY Schneider Elect SE-Unsp ADR | New | 0.43% | +0.43 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.43% | +0.43 |
| MS Morgan Stanley | Add +17.6% | 1.39% | +0.38 |
| BE Bloom Energy Corp. Class A | New | 0.37% | +0.37 |
| ABBNY Abb Ltd.-Spon ADR | New | 0.36% | +0.36 |
| DE Deere & Co. | Add +55.4% | 0.79% | +0.30 |
| GS Goldman Sachs Group Inc. | Add +19.5% | 1.24% | +0.30 |
| BAC Bank of America Corp. | Add +18.0% | 1.09% | +0.23 |
| VMC Vulcan Materials Co. | Add +13.3% | 0.89% | +0.10 |
| SMERY Siemens Energy AG Spon ADR | Add +400.0% | 1.46% | +0.06 |
| MLM Martin Marietta Materials | Add +13.7% | 0.83% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $72.4M | IEMG, EMXC, NVDA, GOOGL, AAPL |
| Q1 2026 | 46 | $66.7M | IEMG, IAUM, EMXC, NVDA, GOOGL |
| Q4 2025 | 53 | $59.7M | IAUM, EMXC, IEMG, NVDA, MSFT |
| Q3 2025 | 61 | $184.0M | IEMG, IAUM, NVDA, MSFT, GOOGL |
| Q2 2025 | 23 | $151.0M | EMXC, IEMG, VEU, TCEHY, TSM |
| Q1 2025 | 22 | $237.7M | VEU, VWO, BABA, TCEHY, LI |
| Q4 2024 | 53 | $149.2M | SPY, QQQ, MSFT, AMZN, META |
| Q2 2024 | 1 | $317.3M | QQQ |