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Factorial Management LTD: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1697137) · Explore on the interactive board

Factorial Management LTD disclosed 3 US equity positions worth $3.6m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 16, 2026). Its largest position is HDB at 40.2% of the reported book, followed by ALIBABA GROUP HLDG LTD, TRIP COM GROUP LTD. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$3.6mreported US equity book
3positions
40.2%largest position
100.0%top 10 weight
2.93effective positions (1/HHI)
2quarters on file since Q1 2026

What does Factorial Management LTD own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 0 added, 0 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 HDB HDFC BANK LTD Financial Services 40.2%$1.5m56,260 0% held
2 ALIBABA GROUP HLDG LTD 32.6%$1.2m1,000,000 0% held
3 TRIP COM GROUP LTD 27.3%$986.1k1,000,000 0% held

Sector mix

SectorWeight
Financial Services40.2%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20263$3.6m
Q1 20263$3.8m

How concentrated is Factorial Management LTD's portfolio?

Across every quarter Factorial Management LTD has filed, its median largest position is 38.4% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).