Silphium Asset Management Ltd

Institutional manager (13F) · CIK 1758440

13F holdings · as of 2026-03-31 · top 48 · reported portfolio $264M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$124M	206,920
2	VANGUARD INTL EQUITY INDEX F	$20M	202,700
3	ISHARES INC	$12M	68,200
4	ISHARES TR	$9M	262,400
5	VANGUARD INTL EQUITY INDEX F	$8M	101,400
6	NVIDIA CORPORATION	$7M	40,569
7	ISHARES INC	$6M	66,461
8	J P MORGAN EXCHANGE TRADED F	$5M	58,000
9	MICROSOFT CORP	$5M	14,155
10	ALPHABET INC	$5M	17,710
11	APPLE INC	$5M	19,920
12	INVESCO EXCH TRADED FD TR II	$5M	57,406
13	AMAZON COM INC	$4M	21,088
14	SELECT SECTOR SPDR TR	$4M	25,895
15	SELECT SECTOR SPDR TR	$4M	79,787
16	SELECT SECTOR SPDR TR	$3M	56,920
17	META PLATFORMS INC	$3M	5,859
18	BROADCOM INC	$3M	9,241
19	SELECT SECTOR SPDR TR	$2M	49,800
20	SELECT SECTOR SPDR TR	$2M	43,925
21	ELI LILLY & CO	$2M	2,335
22	WALMART INC	$2M	15,714
23	COSTCO WHOLESALE CORPORATION	$2M	1,908
24	GLOBAL X FDS	$1M	18,500
25	MCKESSON CORP	$1M	1,631
26	EATON CORP PLC	$1M	3,715
27	CME GROUP INC	$1M	4,193
28	CATERPILLAR INC	$1M	1,723
29	EQT CORP	$1M	17,578
30	MAGNA INTL INC	$1M	20,000
31	ROSS STORES INC	$1M	5,070
32	TERADYNE INC	$1M	3,490
33	AMPHENOL CORP	$963k	7,620
34	SPDR SERIES TRUST	$829k	12,718
35	MASTERCARD INCORPORATED	$746k	1,493
36	MICRON TECHNOLOGY INC	$688k	2,035
37	WASTE MGMT INC DEL	$656k	2,854
38	INTUITIVE SURGICAL INC	$656k	1,422
39	BOEING CO	$637k	3,200
40	OLD DOMINION FREIGHT LINE IN	$592k	3,028
41	TJX COS INC NEW	$515k	3,222
42	INTERACTIVE BROKERS GROUP IN	$506k	7,547
43	NOKIA CORP	$499k	62,100
44	CANADIAN PACIFIC KANSAS CITY	$497k	6,316
45	SPDR SERIES TRUST	$434k	4,392
46	ADVANCED MICRO DEVICES INC	$431k	2,120
47	INTEL CORP	$362k	8,200
48	SOLSTICE ADVANCED MATLS INC	$206k	2,700

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.