13 is the total number of securities Trikon Asset Management Ltd has owned. The longest Trikon Asset Management Ltd has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SE | SEA LTD-ADR | 3 | 3 | 13.33% | 31.84% | 62.63% | Q1 2022 | Q3 2022 | 3 |
| BEKE | KE HOLDINGS INC-ADR | 2 | 1 | 2.33% | 14.97% | 37.37% | Q4 2021 | Q1 2023 | 3 |
| MLCO | MELCO RESORTS & ENTERT... | 2 | 2 | 86.67% | 93.34% | 100.00% | Q3 2022 | Q4 2022 | 2 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 40.99% | 70.50% | 100.00% | Q2 2023 | Q3 2023 | 2 |
| IBN | ICICI BANK LTD-SPON ADR | 1 | 1 | 39.27% | 46.55% | 53.82% | Q4 2021 | Q1 2023 | 2 |
| EWJ | ISHARES MSCI JAPAN ETF | 1 | 1 | 73.55% | 73.55% | 73.55% | Q2 2022 | Q2 2022 | 1 |
| COHERENT CORP | 1 | 1 | 45.06% | 45.06% | 45.06% | Q2 2023 | Q2 2023 | 1 | |
| HTHT | H WORLD GROUP LTD-ADR | 1 | 1 | 30.45% | 30.45% | 30.45% | Q1 2023 | Q1 2023 | 1 |
| GDS | GDS HOLDINGS LTD - ADR | 1 | 1 | 27.64% | 27.64% | 27.64% | Q4 2021 | Q4 2021 | 1 |
| BABA | ALIBABA GROUP HOLDING-... | 1 | 1 | 25.09% | 25.09% | 25.09% | Q1 2023 | Q1 2023 | 1 |
| RLX | RLX TECHNOLOGY INC-ADR | 1 | 1 | 16.21% | 16.21% | 16.21% | Q4 2021 | Q4 2021 | 1 |
| FRESHWORKS INC-CL A | 1 | 1 | 13.95% | 13.95% | 13.95% | Q2 2023 | Q2 2023 | 1 | |
| API | AGORA INC-ADR | 1 | 1 | 6.88% | 6.88% | 6.88% | Q2 2022 | Q2 2022 | 1 |
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The securities at the top of the list , including SEA LTD-ADR, KE HOLDINGS INC-ADR, and MELCO RESORTS & ENTERT-ADR, are the highest-conviction holdings of Trikon Asset Management Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Trikon Asset Management Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Trikon Asset Management Ltd owns currently or has owned in the past.