Alken Asset Management Ltd — 13F holdings

Alken Asset Management Ltd reported 30 holdings worth $78.5M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. ALPHABET INC — $6.05M (7.7%)
2. UBER TECHNOLOGIES INC — $5.65M (7.2%)
3. CYBERARK SOFTWARE LTD — $5.58M (7.1%)
4. INTERDIGITAL INC — $4.96M (6.3%)
5. MSFT MICROSOFT CORP — $4.72M (6.0%)
6. CMS ENERGY CORP — $4.32M (5.5%)
7. SNOWFLAKE INC — $3.76M (4.8%)
8. MACOM TECH SOLUTIONS HLDGS I — $3.64M (4.6%)
9. ALIBABA GROUP HLDG LTD — $3.42M (4.4%)
10. DOORDASH INC — $3.04M (3.9%)