Pamalican Asset Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Pamalican Asset Management Ltd reported 32 stock positions worth $226.5 million. Its top holding was CCC Intelligent Solutions Ho (CCC) at 14.9% of the portfolio, followed by Arthur J Gallagher (AJG, 10.0%) and Amer Sports (AS, 9.3%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0002040055
- Portfolio Value
- $226.5M (Q4 2024)
- SEC Filing
- 0002040055-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 32 stocks · $226.5M
| CCC CCC Intelligent Solutions Ho | 14.91% | 2,879,206 | $33.8M | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 10.03% | 80,000 | $22.7M | — |
| AS Amer Sports Inc. | 9.26% | 750,000 | $21.0M | — |
| KGS Kodiak Gas Services Inc. | 5.41% | 300,000 | $12.2M | — |
| PDD PDD Holdings Inc. | 5.05% | 118,000 | $11.4M | — |
| CYBR Cyberark Software Ltd./Israel | 4.41% | 30,000 | $10.0M | — |
| CWAN Clearwater Analytics HDS-A | 3.65% | 300,000 | $8.3M | — |
| PONY Pony AI Inc. | 3.50% | 551,734 | $7.9M | — |
| ALKT Alkami Technology Inc. | 3.27% | 201,810 | $7.4M | — |
| NFLX Netflix Inc. | 3.07% | 7,800 | $7.0M | — |
| TSLA Tesla Inc. | 2.97% | 16,671 | $6.7M | — |
| SMTC Semtech Corp. | 2.77% | 101,399 | $6.3M | — |
| HGV Hilton Grand Vacations Inc. | 2.58% | 150,000 | $5.8M | — |
| EVGO Evgo Inc. | 2.41% | 1,346,989 | $5.5M | — |
| CGON CG Oncology Inc. | 2.30% | 181,582 | $5.2M | — |
| REGN Regeneron Pharmaceuticals | 2.17% | 6,900 | $4.9M | — |
| MU Micron Technology Inc. | 2.08% | 56,100 | $4.7M | — |
| PRMB Primo Brands Corp. | 2.04% | 150,000 | $4.6M | — |
| MS Morgan Stanley | 1.99% | 35,900 | $4.5M | — |
| CAVA Cava Group Inc. | 1.99% | 40,000 | $4.5M | — |
| INTC Intel Corp. | 1.95% | 219,900 | $4.4M | — |
| LRCX Lam Research Corp. | 1.79% | 56,000 | $4.0M | — |
| INTU Intuit Inc. | 1.69% | 6,100 | $3.8M | — |
| RVMD Revolution Medicines Inc. | 1.45% | 75,000 | $3.3M | — |
| LOAR Loar Holdings Inc. | 1.42% | 43,654 | $3.2M | — |
| VBNK Versabank | 1.42% | 232,767 | $3.2M | — |
| NBIS Nebius Group NV | 1.22% | 100,000 | $2.8M | — |
| TTAN Servicetitan Inc. Class A | 1.08% | 23,719 | $2.4M | — |
| MAGS Roundhill Magnificent Seven | 0.78% | 32,543 | $1.8M | — |
| JANX Janux Therapeutics Inc. | 0.59% | 25,000 | $1.3M | — |
| FWRG First Watch Restaurant Group | 0.40% | 48,896 | $910K | — |
| NAMS Newamsterdam Pharma Co. NV | 0.34% | 30,000 | $771K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.