Top Institutional Investors

Myriad Asset Management US LP — 13F Holdings & Portfolio

CIK 1857187 · latest 13F-HR filed 2026-11-03

Backtest portfolio

Myriad Asset Management US LP manages $79.9M in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (5.85%), MSFT (5.85%), FLKR (4.97%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 24 new positions and exited 14; 17 existing positions rose in reported value and 17 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$79.9M

Long-equity book

Holdings
64

Distinct positions

Period
2026-09-30

Filed 2026-11-03

Q/Q Activity
+24 / −14 / ↑17 / ↓17

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA6.5% · +14%MSFT6.4% · +87%FLKR5.5% · newIVV5.0% · newGOOGL4.9% · +14%AMZN4.8% · +41%FLJP4.6% · newIEMG4.3% · -77%TSM4.2% · +230%AAPL3.9% · -10%LLY2.6% · +11%MU2.6% · +189%META2.6% · +92%FLTW2.5% · newV2.2% · +31%FCX2.1% · 0%JPM2.1% · 0%AVGO1.8% · +1%ASML1.3% · -6%C1.3% · 0%MS1.3% · 0%BAC1.2% · +16%GS1.1% · 0%AMD1.1% · newTMO1.1% · -23%MRK1.0% · newTECK1.0% · 0%CAT0.9% · +3%LNG0.9% · +6%LRCX0.9% · +21%MA0.9% · +56%COP0.8% · newXOM0.8% · newDE0.8% · 0%AMAT0.8% · +23%UNP0.8% · -27%PANW0.8% · +40%ETN0.8% · -20%CSCO0.8% · newWFC0.6% · +37%CSX0.6% · -27%INTC0.6% · newDVN0.6% · newBHP0.6% · 0%VLO0.6% · -37%MRVL0.6% · 0%EOG0.6% · newFANG0.6% · newDHR0.5% · -35%ISRG0.5% · -23%ANET0.5% · newGLW0.5% · +12%CVX0.5% · newBNY0.5% · newBLK0.4% · newUSB0.4% · newOXY0.4% · newPNC0.4% · newAPH0.4% · newGEV0.4% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 50%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 29, 2023.

Assets Under Management
$611.0M
Discretionary
$611.0M
Employees
16
Accounts
2
Address
525 OKEECHOBEE BLVD
SUITE 1140
WEST PALM BEACH, FL 33401
Phone
(561) 823-0896
Website
Name Title / Status Ownership Type
CHANG, ERIC, L ControlCHIEF OPERATING OFFICER
since Jun 2022
Less than 5%Individual
HUTTENLOCHER, CARL ControlCIO / MANAGER
since Nov 2020
Less than 5%Individual
MYRIAD ASSET MANAGEMENT LLC ControlOWNER
since Nov 2020
75% or moreDomestic Entity
PYRAMID PEAK LLC ControlGENERAL PARTNER
since Oct 2020
Less than 5%Domestic Entity
RUPPEL, VALERIE, LYNN ControlCHIEF COMPLIANCE OFFICER
since Jun 2022
Less than 5%Individual
HUTTENLOCHER, CARL Control
Indirect owner via MYRIAD ASSET MANAGEMENT LLC
OWNER
since Nov 2020
75% or moreIndividual
MYRIAD ASSET MANAGEMENT LLC Control
Indirect owner via PYRAMID PEAK LLC
OWNER
since Oct 2021
75% or moreDomestic Entity
Ownership & leadership changes · 4 filings with changes since Dec 7, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 29, 2023 filing
  • No longer listedWELSH, JENNIFER, TOMASZ · CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL · Less than 5% · control person · listed since Oct 2021
  • AddedRUPPEL, VALERIE, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jun 21, 2022 filing
  • No longer listedBallin, Larri, Harold · COO, CFO AND AUTHORIZED SIGNATORY · Less than 5% · control person · listed since Nov 2020
  • AddedCHANG, ERIC, L · CHIEF OPERATING OFFICER · Less than 5% · control person
Nov 10, 2021 filing
  • No longer listedYEE, ROBERT, AXTELL · CCO · Less than 5% · control person · listed since Nov 2020
  • AddedMYRIAD ASSET MANAGEMENT LLC · OWNER · 75% or more · indirect via PYRAMID PEAK LLC · control person
  • AddedPYRAMID PEAK LLC · GENERAL PARTNER · Less than 5% · control person
  • AddedWELSH, JENNIFER, TOMASZ · CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL · Less than 5% · control person
  • ChangedBallin, Larri, Harold · title AUTHORIZED SIGNATORY → COO, CFO AND AUTHORIZED SIGNATORY
Jul 7, 2021 filing
  • No longer listedHUNTER VALLEY LLC · OWNER · 75% or more · control person · listed since Nov 2020
  • No longer listedHUTTENLOCHER, CARL · OWNER · 75% or more · indirect via HUNTER VALLEY LLC · control person · listed since Nov 2020
  • AddedHUTTENLOCHER, CARL · OWNER · 75% or more · indirect via MYRIAD ASSET MANAGEMENT LLC · control person
  • AddedMYRIAD ASSET MANAGEMENT LLC · OWNER · 75% or more · control person
Dec 7, 2020 filing (earliest on record)
  • ListedBallin, Larri, Harold · AUTHORIZED SIGNATORY · Less than 5% · control person
  • ListedHUNTER VALLEY LLC · OWNER · 75% or more · control person
  • ListedHUTTENLOCHER, CARL · CIO / MANAGER · Less than 5% · control person
  • ListedHUTTENLOCHER, CARL · OWNER · 75% or more · indirect via HUNTER VALLEY LLC · control person
  • ListedYEE, ROBERT, AXTELL · CCO · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Myriad Asset Management US LP Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA ORD NVDA 67066G104 $4.7M 5.85% 20,461 SH
2 MICROSOFT ORD MSFT 594918104 $4.7M 5.85% 9,104 SH
3 FRANKLIN FTSE SOUTH KOREA ETF FLKR 35473P710 $4.0M 4.97% 66,081 SH
4 MICRON TECHNOLOGY ORD Call MU 595112903 $3.7M 4.67% 3,500 SH
5 MICRON TECHNOLOGY ORD Put MU 595112953 $3.7M 4.67% 3,500 SH
6 ISHARES CORE S&P 500 ETF IVV 464287200 $3.6M 4.51% 4,699 SH
7 ALPHABET CL A ORD GOOGL 02079K305 $3.5M 4.44% 10,304 SH
8 AMAZON COM ORD AMZN 023135106 $3.5M 4.35% 13,934 SH
9 FRANKLIN FTSE JAPAN ETF FLJP 35473P744 $3.4M 4.20% 81,117 SH
10 ISHARES CORE MSCI EMERGING ETF IEMG 46434G103 $3.1M 3.88% 38,231 SH
11 TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD TSM 874039100 $3.0M 3.78% 6,618 SH
12 APPLE ORD AAPL 037833100 $2.8M 3.50% 8,402 SH
13 ELI LILLY ORD LLY 532457108 $1.9M 2.38% 1,641 SH
14 MICRON TECHNOLOGY ORD MU 595112103 $1.9M 2.34% 1,758 SH
15 META PLATFORMS CL A ORD META 30303M102 $1.9M 2.33% 2,572 SH
16 FRANKLIN FTSE TAIWAN ETF FLTW 35473P686 $1.8M 2.27% 16,572 SH
17 VISA CL A ORD V 92826C839 $1.6M 1.95% 4,339 SH
18 FREEPORT MCMORAN ORD FCX 35671D857 $1.5M 1.90% 21,640 SH
19 JPMORGAN CHASE ORD JPM 46625H100 $1.5M 1.88% 4,540 SH
20 BROADCOM ORD AVGO 11135F101 $1.3M 1.60% 3,628 SH
21 ASML HOLDING ADR REP ORD ASML N07059210 $967.0K 1.21% 534 SH
22 CITIGROUP ORD C 172967424 $942.0K 1.18% 7,273 SH
23 MORGAN STANLEY ORD MS 617446448 $906.0K 1.13% 4,816 SH
24 BANK OF AMERICA ORD BAC 060505104 $875.0K 1.10% 16,074 SH
25 GOLDMAN SACHS GROUP ORD GS 38141G104 $800.0K 1.00% 889 SH
26 ADVANCED MICRO DEVICES ORD AMD 007903107 $787.0K 0.99% 1,287 SH
27 THERMO FISHER SCIENTIFIC ORD TMO 883556102 $761.0K 0.95% 1,127 SH
28 MERCK & CO ORD MRK 58933Y105 $750.0K 0.94% 5,160 SH
29 TECK RESOURCES CL B ORD TECK 878742204 $718.0K 0.90% 10,917 SH
30 CATERPILLAR ORD CAT 149123101 $673.0K 0.84% 830 SH
31 CHENIERE ENERGY ORD LNG 16411R208 $632.0K 0.79% 2,349 SH
32 LAM RESEARCH ORD LRCX 512807306 $629.0K 0.79% 1,914 SH
33 MASTERCARD CL A ORD MA 57636Q104 $624.0K 0.78% 1,132 SH
34 CONOCOPHILLIPS ORD COP 20825C104 $612.0K 0.77% 4,890 SH
35 EXXONMOBIL HOLDINGS ORD XOM 30233Q108 $604.0K 0.76% 3,711 SH
36 DEERE ORD DE 244199105 $603.0K 0.75% 898 SH
37 APPLIED MATERIAL ORD AMAT 038222105 $580.0K 0.73% 1,135 SH
38 UNION PACIFIC ORD UNP 907818108 $580.0K 0.73% 2,133 SH
39 PALO ALTO NETWORKS ORD PANW 697435105 $575.0K 0.72% 1,448 SH
40 EATON ORD ETN G29183103 $557.0K 0.70% 1,297 SH
41 CISCO SYSTEMS ORD CSCO 17275R102 $547.0K 0.68% 5,085 SH
42 WELLS FARGO ORD WFC 949746101 $470.0K 0.59% 5,873 SH
43 CSX ORD CSX 126408103 $468.0K 0.59% 10,063 SH
44 INTEL ORD INTC 458140100 $450.0K 0.56% 3,741 SH
45 DEVON ENERGY ORD DVN 25179M103 $446.0K 0.56% 9,689 SH
46 BHP GROUP ADR BHP 088606108 $443.0K 0.55% 5,222 SH
47 VALERO ENERGY ORD VLO 91913Y100 $440.0K 0.55% 1,136 SH
48 MARVELL TECHNOLOGY ORD MRVL 573874104 $418.0K 0.52% 1,581 SH
49 EOG RESOURCES ORD EOG 26875P101 $417.0K 0.52% 3,024 SH
50 DIAMONDBACK ENERGY ORD FANG 25278X109 $409.0K 0.51% 2,226 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-03 $79.9M 64 0001857187-26-000010
2026-06-30 2026-07-20 $72.4M 52 0001857187-26-000007
2026-03-31 2026-04-15 $66.7M 46 0001857187-26-000005
2025-12-31 2026-01-20 $59.7M 53 0001857187-26-000003
Filer Information
Address
525 OKEECHOBEE BLVD
SUITE 1140
WEST PALM BEACH, FL 33401
Phone
(561) 823-0896
Filing Manager
Myriad Asset Management US LP
WEST PALM BEACH, FL
Signatory
Austin Shide
Director of Operations