ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysisTradeArbitrageSearch

Japan Science & Technology Agency (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $4,811,650,254 · 12 positions · top-10 95.4% · SEC filing history →

13FScore 29/100 — cloning their disclosed top holdings over ~3.4y returned +3%/yr vs S&P +19%/yr (alpha -15%/yr), ahead of the market in 29% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$IEMG · ISHARES INC6.7%+51%+10%MedThe iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.

Top holdings now

Issuer% bookSince entryBusinessTags
$LQD · ISHARES TR19.3%+2% Q4 '22The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$HYG · ISHARES TR17.2%+8% Q4 '22The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$IVV · ISHARES TR11.5%+33% Q1 '25The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$RSP · INVESCO EXCHANGE TRADED FD T11.3%+23% Q1 '25An exchange-traded fund in the Invesco family; under ticker RSP it tracks the S&P 500 Equal Weight Index, holding S&P 500 constituents in roughly equal proportions.
$USHY · ISHARES TR11.0%+7% Q4 '22The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$IEMG · ISHARES INC6.7%+17% Q3 '25The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$JNK · SPDR SERIES TRUST5.8%+3% Q1 '23An exchange-traded fund in the State Street SPDR Series Trust family; the XME share class tracks the S&P Metals & Mining segment of US equities.
$EMB · ISHARES TR4.9%+0% Q3 '25The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.NASDAQ
$SHYG · ISHARES TR3.9%+1% Q1 '23The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$NDQ · INVESCO QQQ TR3.8%An exchange-traded fund (QQQ) that tracks the Nasdaq-100 Index, holding the largest non-financial companies listed on the Nasdaq stock market.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker