Myriad Asset Management US LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Myriad Asset Management US LP reported 22 stock positions worth $237.7 million. Its top holding was Vanguard Ftse All-World Ex-U (VEU) at 46.2% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 12.4%) and Alibaba Group Holding-SP ADR (BABA, 8.8%). Compared with Q4 2024, it opened 22 new positions and sold out of 53. The biggest buy was a new position in Vanguard Ftse All-World Ex-U (VEU) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001857187
- Portfolio Value
- $237.7M (Q1 2025)
- SEC Filing
- 0001857187-25-000005 ↗ filed Apr 10, 2025
Holdings Value
Holdings 22 stocks · $237.7M
| VEU Vanguard Ftse All-World Ex-U | 46.16% | 1,808,599 | $109.7M | New |
| VWO Vanguard Ftse Emerging Marke | 12.39% | 650,400 | $29.4M | New |
| BABA Alibaba Group Holding-SP ADR | 8.82% | 158,536 | $21.0M | New |
| TCEHY Tencent Holdings Ltd.-Uns ADR | 5.59% | 208,086 | $13.3M | New |
| LI Li Auto Inc. - ADR | 4.17% | 393,382 | $9.9M | New |
| SE Sea Ltd.-ADR | 2.94% | 53,616 | $7.0M | New |
| MELI MercadoLibre Inc. | 2.68% | 3,265 | $6.4M | New |
| PDD PDD Holdings Inc. | 1.89% | 37,990 | $4.5M | New |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | 1.81% | 42,550 | $4.3M | New |
| TCOM Trip.com Group Ltd.-ADR | 1.48% | 55,440 | $3.5M | New |
| HDB HDFC Bank Ltd.-ADR | 1.39% | 49,580 | $3.3M | New |
| BZ Kanzhun Ltd. - ADR | 1.15% | 142,638 | $2.7M | New |
| JD Jd.com Inc.-ADR | 1.09% | 63,186 | $2.6M | New |
| TME Tencent Music Entertainm-ADR | 1.08% | 178,618 | $2.6M | New |
| YMM Full Truck Alliance -SPN ADR | 1.05% | 195,444 | $2.5M | New |
| NTES Netease Inc.-ADR | 1.01% | 23,386 | $2.4M | New |
| BIDU Baidu Inc. - Spon ADR | 0.99% | 25,440 | $2.3M | New |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.97% | 51,516 | $2.3M | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.91% | 107,926 | $2.2M | New |
| TAL Tal Education Group- ADR | 0.87% | 156,326 | $2.1M | New |
| VIPS Vipshop Holdings Ltd. - ADR | 0.80% | 121,398 | $1.9M | New |
| BILI Bilibili Inc.-Sponsored ADR | 0.75% | 92,874 | $1.8M | New |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −14.62 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −14.54 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −5.50 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −4.69 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −4.49 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −3.66 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −2.55 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −2.25 |
| TSLA Tesla Inc. | Sold out | 0.00% | −2.14 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −1.86 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −1.83 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −1.54 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −1.52 |
| C Citigroup Inc. | Sold out | 0.00% | −1.49 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −1.47 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −1.47 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −1.46 |
| BLK BlackRock Inc. | Sold out | 0.00% | −1.45 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −1.41 |
| XYZ Block Inc. | Sold out | 0.00% | −1.37 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −1.33 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −1.26 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.23 |
| AXP American Express Co. | Sold out | 0.00% | −1.12 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −1.11 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −1.11 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −1.06 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −1.04 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.04 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −1.03 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −1.03 |
| CEG Constellation Energy | Sold out | 0.00% | −1.03 |
| CSX CSX Corp. | Sold out | 0.00% | −1.01 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.97 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.86 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.84 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.78 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.74 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.73 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.72 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.71 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.71 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.69 |
| MS Morgan Stanley | Sold out | 0.00% | −0.69 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.69 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.68 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.67 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.67 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.65 |
| VST Vistra Corp. | Sold out | 0.00% | −0.65 |
Portfolio Buys Q4 2024 → Q1 2025
| VEU Vanguard Ftse All-World Ex-U | New | 46.16% | +46.16 |
| VWO Vanguard Ftse Emerging Marke | New | 12.39% | +12.39 |
| BABA Alibaba Group Holding-SP ADR | New | 8.82% | +8.82 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | New | 5.59% | +5.59 |
| LI Li Auto Inc. - ADR | New | 4.17% | +4.17 |
| SE Sea Ltd.-ADR | New | 2.94% | +2.94 |
| MELI MercadoLibre Inc. | New | 2.68% | +2.68 |
| PDD PDD Holdings Inc. | New | 1.89% | +1.89 |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | New | 1.81% | +1.81 |
| TCOM Trip.com Group Ltd.-ADR | New | 1.48% | +1.48 |
| HDB HDFC Bank Ltd.-ADR | New | 1.39% | +1.39 |
| BZ Kanzhun Ltd. - ADR | New | 1.15% | +1.15 |
| JD Jd.com Inc.-ADR | New | 1.09% | +1.09 |
| TME Tencent Music Entertainm-ADR | New | 1.08% | +1.08 |
| YMM Full Truck Alliance -SPN ADR | New | 1.05% | +1.05 |
| NTES Netease Inc.-ADR | New | 1.01% | +1.01 |
| BIDU Baidu Inc. - Spon ADR | New | 0.99% | +0.99 |
| QFIN Qfin Holdings Inc.-ADR | New | 0.97% | +0.97 |
| BEKE Ke Holdings Inc.-ADR | New | 0.91% | +0.91 |
| TAL Tal Education Group- ADR | New | 0.87% | +0.87 |
| VIPS Vipshop Holdings Ltd. - ADR | New | 0.80% | +0.80 |
| BILI Bilibili Inc.-Sponsored ADR | New | 0.75% | +0.75 |
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 |