Silphium Asset Management Ltd — 13F holdings

Silphium Asset Management Ltd reported 59 holdings worth $297M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $142M (47.9%)
2. VPL VANGUARD INTL EQUITY INDEX F — $23.5M (7.9%)
3. VGK VANGUARD INTL EQUITY INDEX F — $8.98M (3.0%)
4. NVDA NVIDIA CORPORATION — $8.63M (2.9%)
5. FXI ISHARES TR — $8.29M (2.8%)
6. GOOGL ALPHABET INC — $6.97M (2.4%)
7. EWJ ISHARES INC — $6.81M (2.3%)
8. BBCA J P MORGAN EXCHANGE TRADED F — $5.77M (1.9%)
9. KBWB INVESCO EXCH TRADED FD TR II — $5.67M (1.9%)
10. AMZN AMAZON COM INC — $5.61M (1.9%)