Holdings

Silphium Asset Management Ltd

As of Jun 30, 2026, Silphium Asset Management Ltd reported 36 positions worth US$72.3M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation43,134US$8.63M+2,565Jun 30, 2026
Alphabet Inc (google) Class C19,510US$6.97M+1,800Jun 30, 2026
Amazon.com, Inc.23,528US$5.61M+2,440Jun 30, 2026
Microsoft Corp.14,955US$5.58M+800Jun 30, 2026
Apple Inc19,160US$5.54M−760Jun 30, 2026
Meta Platforms, Inc.6,459US$3.64M+600Jun 30, 2026
Broadcom Inc.8,841US$3.34M−400Jun 30, 2026
Micron Technology, Inc.2,635US$3.04M+600Jun 30, 2026
Caterpillar, Inc.2,571US$2.74M+848Jun 30, 2026
Eli Lilly And Company2,007US$2.41M−328Jun 30, 2026