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Kedalion Capital Management LLP
RIA/Wealth
Kedalion Capital Management LLP is a RIA/Wealth based in Miami, FL led by Philip Nordell Carey, managing $2.7B across 5 long positions as of Q3 2025 with 98% ETF concentration, with only 5 positions, and 60% allocation to IVV.
CEOPhilip Nordell Carey
- Portfolio Value
- $2.7B
- Positions
- 5
- Top Holding
- IVV at 59.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kedalion Capital Management LLP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $1.6B | 59.95% | -$609.7M Sold | — 2.4M shares | |
ETF ETF | $1.0B | 37.91% | +$459.8M Bought | — 12.9M shares | |
Unknown Unknown | $21.0M | 0.79% | +$5.8M Bought | — 666.5K shares | |
Unknown Unknown | $18.0M | 0.68% | +$18.0M New | — 460.6K shares | |
Unknown Unknown | $18.0M | 0.68% | +$18.0M New | — 434.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kedalion Capital Management LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+83.68% | |
+38.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-27.64% |
Analytics
Portfolio insights and performance metrics for Kedalion Capital Management LLP
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