Myriad Asset Management US LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Myriad Asset Management US LP reported 61 stock positions worth $184.0 million. Its top holding was iShares Core MSCI Emerging (IEMG) at 21.3% of the portfolio, followed by iShares Gold Trust Micro (IAUM, 14.5%) and Nvidia (NVDA, 5.0%). Compared with Q2 2025, it opened 41 new positions, sold out of 3, added to 2 and reduced 18. The biggest buy was iShares Gold Trust Micro (IAUM, shares +475%) and the biggest sale an exit from iShares MSCI Emr MRK Ex Chna (EMXC).

Most Recent 13F
Q2 2026
Location
WEST PALM BEACH, FL
CIK
0001857187
Portfolio Value
$184.0M (Q3 2025)
SEC Filing
0001857187-25-000009 ↗ filed Oct 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q2 2024: $317.3M Q2 2024 Q4 2024: $149.2M Q4 2024 Q1 2025: $237.7M Q1 2025 Q2 2025: $151.0M Q2 2025 Q3 2025: $184.0M $184.0M Q3 2025 Q4 2025: $59.7M Q4 2025 Q1 2026: $66.7M Q1 2026 Q2 2026: $72.4M Q2 2026

Holdings 61 stocks · $184.0M

IEMG iShares Core MSCI Emerging 21.26% 593,384 $39.1M Add +23.0%
IAUM iShares Gold Trust Micro 14.46% 690,792 $26.6M Add +475.0%
NVDA Nvidia Corp. 4.97% 49,042 $9.2M New
MSFT Microsoft Corp. 4.05% 14,375 $7.4M New
GOOGL Alphabet Inc. Class A 3.78% 28,609 $7.0M New
TCEHY Tencent Holdings Ltd.-Uns ADR 3.42% 73,985 $6.3M Reduce -57.2%
TSM Taiwan Semiconductor-SP ADR 2.72% 17,930 $5.0M Reduce -37.1%
BABA Alibaba Group Holding-SP ADR 2.60% 26,713 $4.8M Reduce -6.9%
META Meta Platforms Inc. Class A 2.45% 6,138 $4.5M New
AMZN Amazon.com Inc. 2.30% 19,244 $4.2M New
AVGO Broadcom Inc. 2.28% 12,690 $4.2M New
JPM JPMorgan Chase & Co. 2.19% 12,772 $4.0M New
XIACY Xiaomi Corp. - Unsp ADR 2.13% 112,624 $3.9M New
SE Sea Ltd.-ADR 1.62% 16,630 $3.0M Reduce -36.2%
PDD PDD Holdings Inc. 1.55% 21,535 $2.8M Reduce -44.3%
GS Goldman Sachs Group Inc. 1.33% 3,067 $2.4M New
MS Morgan Stanley 1.33% 15,343 $2.4M New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 1.12% 128,260 $2.1M New
FCX Freeport-McMoran Inc. 1.10% 51,806 $2.0M New
MUFG Mitsubishi Ufj Finl-Spon ADR 1.08% 124,956 $2.0M Reduce -52.0%
SMFG Sumitomo Mitsui-Spons ADR 1.06% 116,634 $2.0M Reduce -31.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.04% 37,119 $1.9M New
ORCL Oracle Corp. 1.04% 6,786 $1.9M New
CPNG Coupang Inc. 0.93% 53,402 $1.7M Reduce -51.9%
C Citigroup Inc. 0.90% 16,394 $1.7M New
CCJ Cameco Corp. 0.89% 19,558 $1.6M New
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 0.78% 8,231 $1.4M Reduce -53.6%
DIDIY Didi Global Inc. 0.70% 205,784 $1.3M New
NTES Netease Inc.-ADR 0.69% 8,365 $1.3M Reduce -47.4%
YMM Full Truck Alliance -SPN ADR 0.69% 97,477 $1.3M New
CAT Caterpillar Inc. 0.69% 2,647 $1.3M New
WFC Wells Fargo & Co. 0.66% 14,400 $1.2M New
UBER Uber Technologies Inc. 0.64% 12,080 $1.2M New
PHM Pultegroup Inc. 0.63% 8,826 $1.2M New
DHI D.R. Horton Inc. 0.63% 6,864 $1.2M New
LEN Lennar Corp. Class A 0.60% 8,736 $1.1M New
TME Tencent Music Entertainm-ADR 0.58% 45,729 $1.1M Reduce -62.3%
MU Micron Technology Inc. 0.57% 6,276 $1.1M New
ASML ASML Holding NV-NY Reg SHS 0.53% 1,007 $975K New
GRAB Grab Holdings Ltd. Class A 0.50% 153,297 $923K New
SBGSY Schneider Elect SE-Unsp ADR 0.47% 15,353 $860K Reduce -39.0%
EADSY Airbus SE - Unsp ADR 0.47% 14,708 $856K Reduce -42.7%
SMNEY Siemens Energy AG-Unsp ADR 0.45% 7,109 $836K Reduce -42.1%
SAN Banco Santander SA-Spon ADR 0.45% 79,323 $831K New
ABBNY Abb Ltd.-Spon ADR 0.44% 11,323 $815K Reduce -48.3%
ETN Eaton Corp. PLC 0.44% 2,155 $807K New
BLK BlackRock Inc. 0.43% 680 $793K New
BNPQY BNP Paribas-ADR 0.42% 16,939 $771K New
MHVIY Mitsubishi Heavy Industr-ADR 0.42% 29,578 $769K Reduce -43.5%
DB Deutsche Bank AG-Registered 0.42% 21,607 $765K New
SIEGY Siemens AG-Spons ADR 0.41% 5,541 $748K Reduce -46.0%
UNCRY Unicredit SPA-ADR 0.41% 19,650 $746K New
MP MP Materials Corp. 0.38% 10,449 $701K New
PNC PNC Financial Services Group 0.32% 2,910 $585K New
CYATY Contemporary Amperex Technol 0.31% 30,800 $564K New
EDU New Oriental Educatio-SP ADR 0.23% 8,095 $430K New
DASH DoorDash Inc. Class A 0.23% 1,551 $422K New
TFC Truist Financial Corp. 0.23% 9,110 $417K New
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.23% 21,865 $415K Reduce -70.3%
TAL Tal Education Group- ADR 0.22% 35,336 $396K New
USB US Bancorp 0.17% 6,635 $321K New

Portfolio Sells Q2 2025 → Q3 2025

EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −26.34
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −12.87
TCEHY Tencent Holdings Ltd.-Uns ADR Reduce -57.2% 3.42% −3.95
MELI MercadoLibre Inc. Sold out 0.00% −2.82
TSM Taiwan Semiconductor-SP ADR Reduce -37.1% 2.72% −1.56
MUFG Mitsubishi Ufj Finl-Spon ADR Reduce -52.0% 1.08% −1.29
CPNG Coupang Inc. Reduce -51.9% 0.93% −1.27
SE Sea Ltd.-ADR Reduce -36.2% 1.62% −1.14
PDD PDD Holdings Inc. Reduce -44.3% 1.55% −1.13
TME Tencent Music Entertainm-ADR Reduce -62.3% 0.58% −0.99
NTES Netease Inc.-ADR Reduce -47.4% 0.69% −0.73
FUTU Futu Holdings Ltd.-ADR Reduce -53.6% 0.78% −0.67
BEKE Ke Holdings Inc.-ADR Reduce -70.3% 0.23% −0.64
SMFG Sumitomo Mitsui-Spons ADR Reduce -31.2% 1.06% −0.64
SMNEY Siemens Energy AG-Unsp ADR Reduce -42.1% 0.45% −0.49
SIEGY Siemens AG-Spons ADR Reduce -46.0% 0.41% −0.47
MHVIY Mitsubishi Heavy Industr-ADR Reduce -43.5% 0.42% −0.45
EADSY Airbus SE - Unsp ADR Reduce -42.7% 0.47% −0.42
ABBNY Abb Ltd.-Spon ADR Reduce -48.3% 0.44% −0.42
SBGSY Schneider Elect SE-Unsp ADR Reduce -39.0% 0.47% −0.42
BABA Alibaba Group Holding-SP ADR Reduce -6.9% 2.60% +0.44

Portfolio Buys Q2 2025 → Q3 2025

IAUM iShares Gold Trust Micro Add +475.0% 14.46% +11.83
NVDA Nvidia Corp. New 4.97% +4.97
MSFT Microsoft Corp. New 4.05% +4.05
GOOGL Alphabet Inc. Class A New 3.78% +3.78
META Meta Platforms Inc. Class A New 2.45% +2.45
AMZN Amazon.com Inc. New 2.30% +2.30
AVGO Broadcom Inc. New 2.28% +2.28
JPM JPMorgan Chase & Co. New 2.19% +2.19
XIACY Xiaomi Corp. - Unsp ADR New 2.13% +2.13
IEMG iShares Core MSCI Emerging Add +23.0% 21.26% +2.08
GS Goldman Sachs Group Inc. New 1.33% +1.33
MS Morgan Stanley New 1.33% +1.33
NU Nu Holdings Ltd./Cayman Isl-A New 1.12% +1.12
FCX Freeport-McMoran Inc. New 1.10% +1.10
BAC Bank of America Corp. New 1.04% +1.04
ORCL Oracle Corp. New 1.04% +1.04
C Citigroup Inc. New 0.90% +0.90
CCJ Cameco Corp. New 0.89% +0.89
DIDIY Didi Global Inc. New 0.70% +0.70
YMM Full Truck Alliance -SPN ADR New 0.69% +0.69
CAT Caterpillar Inc. New 0.69% +0.69
WFC Wells Fargo & Co. New 0.66% +0.66
UBER Uber Technologies Inc. New 0.64% +0.64
PHM Pultegroup Inc. New 0.63% +0.63
DHI D.R. Horton Inc. New 0.63% +0.63
LEN Lennar Corp. Class A New 0.60% +0.60
MU Micron Technology Inc. New 0.57% +0.57
ASML ASML Holding NV-NY Reg SHS New 0.53% +0.53
GRAB Grab Holdings Ltd. Class A New 0.50% +0.50
SAN Banco Santander SA-Spon ADR New 0.45% +0.45
ETN Eaton Corp. PLC New 0.44% +0.44
BLK BlackRock Inc. New 0.43% +0.43
BNPQY BNP Paribas-ADR New 0.42% +0.42
DB Deutsche Bank AG-Registered New 0.42% +0.42
UNCRY Unicredit SPA-ADR New 0.41% +0.41
MP MP Materials Corp. New 0.38% +0.38
PNC PNC Financial Services Group New 0.32% +0.32
CYATY Contemporary Amperex Technol New 0.31% +0.31
EDU New Oriental Educatio-SP ADR New 0.23% +0.23
DASH DoorDash Inc. Class A New 0.23% +0.23
TFC Truist Financial Corp. New 0.23% +0.23
TAL Tal Education Group- ADR New 0.22% +0.22
USB US Bancorp New 0.17% +0.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 52$72.4MIEMG, EMXC, NVDA, GOOGL, AAPL
Q1 2026 46$66.7MIEMG, IAUM, EMXC, NVDA, GOOGL
Q4 2025 53$59.7MIAUM, EMXC, IEMG, NVDA, MSFT
Q3 2025 61$184.0MIEMG, IAUM, NVDA, MSFT, GOOGL
Q2 2025 23$151.0MEMXC, IEMG, VEU, TCEHY, TSM
Q1 2025 22$237.7MVEU, VWO, BABA, TCEHY, LI
Q4 2024 53$149.2MSPY, QQQ, MSFT, AMZN, META
Q2 2024 1$317.3MQQQ