Q2 2026 13F · SEC CIK 1857187

Myriad Asset Management US LP

Hedge fundFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $72.4M
Reported positions: 52
Top holdings a year, 3 yrs: +16.0%
Average holding period: 4 qtrs

Myriad Asset Management US LP is a hedge fund that reported 52 positions worth $72.4M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Ishares Inc (IEMG, 18.9%), Ishares Inc (EMXC, 15.7%), Nvidia Corporation (NVDA, 4.9%). A portfolio copying its top holdings returned 16.0% a year over the last 3 years, against 17.7% for the S&P 500.

Myriad Asset Management US LP holdings largest 50 of 52 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Myriad Asset Management US LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEMGIshares Inc	18.9%	22.2%	165,452	-21.9%	$13.7M
EMXCIshares Inc	15.7%	14.8%	111,013	-11.6%	$11.4M
NVDANvidia Corporation	4.9%	4.4%	17,889	+5.3%	$3.6M
GOOGLAlphabet Inc	4.5%	3.5%	9,035	+12.9%	$3.2M
AAPLApple Inc	3.7%	New	9,305	—	$2.7M
AMZNAmazon Com Inc	3.3%	2.6%	9,911	+20.7%	$2.4M
MSFTMicrosoft Corp	2.5%	2.8%	4,866	-3.9%	$1.8M
LLYEli Lilly & Co	2.5%	New	1,480	—	$1.8M
VTWOVanguard Scottsdale Fds	2.5%	New	14,610	—	$1.8M
RSPInvesco Exchange Traded Fd T	2.4%	New	8,176	—	$1.7M
JPMJpmorgan Chase & Co	2.1%	1.4%	4,540	+40.8%	$1.5M
FCXFreeport Mcmoran Inc	1.9%	1.9%	21,640	+0.0%	$1.4M
AVGOBroadcom Inc	1.9%	1.4%	3,598	+20.4%	$1.4M
VVisa Inc	1.6%	New	3,302	—	$1.1M
ASMLAsml Hldg NV	1.6%	1.3%	565	-15.3%	$1.1M
SMERYSiemens Energy	1.5%	1.4%	27,795	+400.0%	$1.1M
CCitigroup Inc	1.4%	0.9%	7,273	+44.1%	$1.0M
MSMorgan Stanley	1.4%	1.0%	4,816	+17.6%	$1.0M
TSMTaiwan Semiconductor Manufac	1.3%	1.1%	2,008	-10.6%	$959K
GSGoldman Sachs Group Inc	1.2%	0.9%	889	+19.5%	$899K
CATCaterpillar Inc	1.2%	1.1%	806	-20.0%	$858K
UNPUnion Pac Corp	1.1%	0.4%	2,920	+151.5%	$794K
BACBank of Amer Corp	1.1%	0.9%	13,849	+18.0%	$789K
METAMeta Platforms Inc	1.0%	1.3%	1,336	-8.4%	$753K
TMOThermo Fisher Scientific Inc	1.0%	New	1,460	—	$732K
MUMicron Technology Inc	1.0%	0.8%	609	-62.4%	$703K
ETNEaton Corp PLC	1.0%	0.9%	1,621	+0.0%	$691K
LRCXLam Research Corp	0.9%	0.7%	1,576	-27.2%	$683K
AMATApplied Matls Inc	0.9%	New	925	—	$669K
CSXCsx Corp	0.9%	New	13,753	—	$654K
TECKTeck Resources Ltd	0.9%	0.8%	10,917	+0.0%	$649K
VMCVulcan Matls Co	0.9%	0.8%	2,176	+13.3%	$642K
MLMMartin Marietta Matls Inc	0.8%	0.8%	1,043	+13.7%	$601K
NGLOYAnglo American ADR	0.8%	0.8%	24,152	+0.0%	$597K
DEDeere & Co	0.8%	0.5%	898	+55.4%	$570K
LNGCheniere Energy Inc	0.7%	New	2,210	—	$528K
GLWCorning Inc	0.7%	New	2,030	—	$519K
DHRDanaher Corp Del	0.7%	New	2,675	—	$510K
ISRGIntuitive Surgical Inc	0.7%	New	1,208	—	$480K
VLOValero Energy Corp	0.7%	New	1,812	—	$472K
MRVLMarvell Technology Inc	0.7%	New	1,581	—	$471K
BHPBhp Billiton Limited	0.6%	1.3%	5,222	-57.3%	$435K
MAMastercard Incorporated	0.5%	New	724	—	$372K
NUENucor Corp	0.5%	New	1,664	—	$371K
WFCWells Fargo & Co	0.5%	0.5%	4,290	-5.5%	$355K
PANWPalo Alto Networks Inc	0.5%	New	1,037	—	$354K
GLNCYGlencore PLC	0.5%	0.6%	24,345	+0.0%	$331K
SBGSYSchneider Electric SE - ADR	0.4%	New	4,765	—	$311K
NVONovo-Nordisk A S	0.4%	New	6,433	—	$308K
BEBloom Energy Corp	0.4%	New	881	—	$267K

What Myriad Asset Management US LP bought and sold in Q2 2026, against Q1 2026.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.9% /yr; S&P 500 +11.7%
3 years: +16.0% /yr; S&P 500 +17.7%
5 years: +7.2% /yr; S&P 500 +15.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$72.4M	52
Q1 2026	$66.7M	46
Q4 2025	$59.7M	53
Q3 2025	$184.0M	61
Q2 2025	$151.0M	23
Q1 2025	$237.7M	22
Q4 2024	$149.2M	53
Q4 2023	$180.6M	8
Q3 2022	$30.6M	20
Q2 2022	$53.5M	32

Questions about Myriad Asset Management US LP's portfolio

What stocks does Myriad Asset Management US LP own?

Myriad Asset Management US LP's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 52 positions worth $72.4M. The largest are Ishares Inc (IEMG) at 18.9%, Ishares Inc (EMXC) at 15.7%, Nvidia Corporation (NVDA) at 4.9%, Alphabet Inc (GOOGL) at 4.5% and Apple Inc (AAPL) at 3.7%.

What did Myriad Asset Management US LP buy last quarter?

In Q2 2026, Myriad Asset Management US LP added a new position in Apple Inc (AAPL), a new position in Eli Lilly & Co (LLY), a new position in Vanguard Scottsdale Fds (VTWO), a new position in Invesco Exchange Traded Fd T (RSP), a new position in Visa Inc (V), Siemens Energy (SMERY) (+400.0% shares), Union Pac Corp (UNP) (+151.5% shares) and Deere & Co (DE) (+55.4% shares), compared with its Q1 2026 filing.

What did Myriad Asset Management US LP sell last quarter?

In Q2 2026, Myriad Asset Management US LP cut from its top 50 Ishares Gold Trust Micro (IAUM), cut from its top 50 Hsbc Hldgs PLC (HSBC), cut from its top 50 Vale S A (VALE), cut from its top 50 Banco Santander SA (SAN), cut from its top 50 Alcoa Corp Com (AA), Micron Technology Inc (MU) (-62.4% shares), Bhp Billiton Limited (BHP) (-57.3% shares) and Lam Research Corp (LRCX) (-27.2% shares), compared with its Q1 2026 filing.

How has Myriad Asset Management US LP's portfolio performed?

A portfolio copying Myriad Asset Management US LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.0% a year over the last 3 years, against +17.7% for the S&P 500. Over 1 year: +3.9% against +11.7%. Over 5 years: +7.2% a year against +15.6%.

When is Myriad Asset Management US LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Myriad Asset Management US LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.