Kedalion Capital Management LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2041209
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13F Reported Value

ⓘ

$4.2B

Holdings

3

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Kedalion Capital Management LLP disclosed 3 positions worth $4.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $BE. The portfolio is most concentrated in Other (99.9% of disclosed assets). All figures are sourced directly from Kedalion Capital Management LLP’s Form 13F-HR filing with the SEC under CIK 2041209.

Sector Allocation

OtherTechnology

13fpro.ai/research/fund/kedalion-capital-management-llp-2041209

AUM History

13fpro.ai/research/fund/kedalion-capital-management-llp-2041209

Top Equity Holdings by Value

13fpro.ai/research/fund/kedalion-capital-management-llp-2041209

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • SPDR SERIES TRUST - ST STR P500ETF

    —

    Quality

    $3.1B35,130,000 sh
  • ISHARES TR - CORE S&P500 ETF

    —

    Quality

    $1.1B1,492,000 sh
  • 66.0#430

    Quality

    $4.8M16,000 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Kedalion Capital Management LLP's 3 positions.

Showing top 3 of 3 holdings.

Sector Allocation

Other

$4.2B

Technology

$4.8M

Full Holdings — Kedalion Capital Management LLP (Q2 2026)

All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—SPDR SERIES TRUST - ST STR P500ETF$3.1B
—ISHARES TR - CORE S&P500 ETF$1.1B
BE$BEBloom Energy Corp$4.8M

New Positions (1)

BE$BE Bloom Energy Corp$4.8M

Exited Positions (1)

PUT ISHARES TR

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AI-Powered Hedge Fund Analysis: Kedalion Capital Management LLP

13F Pro is an AI hedge fund tracker and stock research platform. For Kedalion Capital Management LLP (SEC CIK: 2041209), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Kedalion Capital Management LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.