Myriad Asset Management US LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Myriad Asset Management US LP reported 23 stock positions worth $151.0 million. Its top holding was iShares MSCI Emr MRK Ex Chna (EMXC) at 26.3% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 19.2%) and Vanguard Ftse All-World Ex-U (VEU, 12.9%). Compared with Q1 2025, it opened 14 new positions, sold out of 13, added to 1 and reduced 8. The biggest buy was a new position in iShares MSCI Emr MRK Ex Chna (EMXC) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001857187
- Portfolio Value
- $151.0M (Q2 2025)
- SEC Filing
- 0001857187-25-000007 ↗ filed Jul 10, 2025
Holdings Value
Holdings 23 stocks · $151.0M
| EMXC iShares MSCI Emr MRK Ex Chna | 26.34% | 629,810 | $39.8M | New |
| IEMG iShares Core MSCI Emerging | 19.18% | 482,434 | $29.0M | New |
| VEU Vanguard Ftse All-World Ex-U | 12.87% | 289,084 | $19.4M | Reduce -84.0% |
| TCEHY Tencent Holdings Ltd.-Uns ADR | 7.38% | 172,704 | $11.1M | Reduce -17.0% |
| TSM Taiwan Semiconductor-SP ADR | 4.28% | 28,528 | $6.5M | New |
| MELI MercadoLibre Inc. | 2.82% | 1,631 | $4.3M | Reduce -50.0% |
| SE Sea Ltd.-ADR | 2.76% | 26,055 | $4.2M | Reduce -51.4% |
| PDD PDD Holdings Inc. | 2.68% | 38,627 | $4.0M | Add +1.7% |
| IAUM iShares Gold Trust Micro | 2.63% | 120,142 | $4.0M | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 2.37% | 260,611 | $3.6M | New |
| CPNG Coupang Inc. | 2.20% | 111,000 | $3.3M | New |
| BABA Alibaba Group Holding-SP ADR | 2.16% | 28,688 | $3.3M | Reduce -81.9% |
| SMFG Sumitomo Mitsui-Spons ADR | 1.70% | 169,492 | $2.6M | New |
| TME Tencent Music Entertainm-ADR | 1.57% | 121,294 | $2.4M | Reduce -32.1% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 1.45% | 17,738 | $2.2M | New |
| NTES Netease Inc.-ADR | 1.42% | 15,909 | $2.1M | Reduce -32.0% |
| SMNEY Siemens Energy AG-Unsp ADR | 0.94% | 12,286 | $1.4M | New |
| SBGSY Schneider Elect SE-Unsp ADR | 0.89% | 25,191 | $1.3M | New |
| EADSY Airbus SE - Unsp ADR | 0.89% | 25,652 | $1.3M | New |
| SIEGY Siemens AG-Spons ADR | 0.88% | 10,267 | $1.3M | New |
| MHVIY Mitsubishi Heavy Industr-ADR | 0.87% | 26,194 | $1.3M | New |
| ABBNY Abb Ltd.-Spon ADR | 0.87% | 21,914 | $1.3M | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.86% | 73,541 | $1.3M | Reduce -31.9% |
Portfolio Sells Q1 2025 → Q2 2025
| VEU Vanguard Ftse All-World Ex-U | Reduce -84.0% | 12.87% | −33.29 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −12.39 |
| BABA Alibaba Group Holding-SP ADR | Reduce -81.9% | 2.16% | −6.67 |
| LI Li Auto Inc. - ADR | Sold out | 0.00% | −4.17 |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | Sold out | 0.00% | −1.81 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −1.48 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −1.39 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −1.15 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −1.09 |
| YMM Full Truck Alliance -SPN ADR | Sold out | 0.00% | −1.05 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.99 |
| QFIN Qfin Holdings Inc.-ADR | Sold out | 0.00% | −0.97 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −0.87 |
| VIPS Vipshop Holdings Ltd. - ADR | Sold out | 0.00% | −0.80 |
| BILI Bilibili Inc.-Sponsored ADR | Sold out | 0.00% | −0.75 |
| SE Sea Ltd.-ADR | Reduce -51.4% | 2.76% | −0.18 |
| BEKE Ke Holdings Inc.-ADR | Reduce -31.9% | 0.86% | −0.05 |
| MELI MercadoLibre Inc. | Reduce -50.0% | 2.82% | +0.14 |
| NTES Netease Inc.-ADR | Reduce -32.0% | 1.42% | +0.41 |
| TME Tencent Music Entertainm-ADR | Reduce -32.1% | 1.57% | +0.48 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | Reduce -17.0% | 7.38% | +1.79 |
Portfolio Buys Q1 2025 → Q2 2025
| EMXC iShares MSCI Emr MRK Ex Chna | New | 26.34% | +26.34 |
| IEMG iShares Core MSCI Emerging | New | 19.18% | +19.18 |
| TSM Taiwan Semiconductor-SP ADR | New | 4.28% | +4.28 |
| IAUM iShares Gold Trust Micro | New | 2.63% | +2.63 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 2.37% | +2.37 |
| CPNG Coupang Inc. | New | 2.20% | +2.20 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 1.70% | +1.70 |
| FUTU Futu Holdings Ltd.-ADR | New | 1.45% | +1.45 |
| SMNEY Siemens Energy AG-Unsp ADR | New | 0.94% | +0.94 |
| SBGSY Schneider Elect SE-Unsp ADR | New | 0.89% | +0.89 |
| EADSY Airbus SE - Unsp ADR | New | 0.89% | +0.89 |
| SIEGY Siemens AG-Spons ADR | New | 0.88% | +0.88 |
| MHVIY Mitsubishi Heavy Industr-ADR | New | 0.87% | +0.87 |
| ABBNY Abb Ltd.-Spon ADR | New | 0.87% | +0.87 |
| PDD PDD Holdings Inc. | Add +1.7% | 2.68% | +0.79 |
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 |