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Silphium Asset Management LTD

CIK:0001758440
Asset Manager
$19M AUM
35 holdings
London, United Kingdom
Founded:2009
50 employees
Latest filing:Jun 30, 2025

Silphium Asset Management Limited is a London-based global alternative asset manager, authorised and regulated by the Financial Conduct Authority. The firm, incorporated in 2009 and backed by a major Middle Eastern/North African sovereign wealth fund, manages investment funds across multiple asset classes and delivers financial education for emerging market clients. The company employs fewer than 50 people and serves both institutional and private clients with a focus on emerging markets.

Investment Strategy

Silphium Asset Management manages a suite of funds investing across a range of asset classes and strategies, including event driven, equity, and credit. Their approach targets superior fund management and strives to allow emerging markets-based clients to benefit from knowledge transfer and professional training. The firm blends traditional asset management with specialized programs to support long-term growth in emerging markets.

Latest 13F Filing Activity

Silphium Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $281M. The fund increased holdings in Vanguard Index FDS, Vanguard Star FDS, Ishares TR among other positions. Silphium Asset Management LTD reduced exposure to Taiwan Semiconductor MFG LTD, Veralto Corp., Brown & Brown Inc. among others.

Top Buys
V
VOOVANGUARD INDEX FDS
+$56.5M
V
VXUSVANGUARD STAR FDS
+$28.3M
L
LQDISHARES TR
+$21.3M
I
IAGGISHARES TR
+$19.1M
G
GOVTISHARES TR
+$11.3M
Top Sells
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
-$3.9M
V
VLTOVERALTO CORP
-$2.9M
B
BROBROWN & BROWN INC
-$1.6M
C
CMECME GROUP INC
-$1.2M
C
COSTCOSTCO WHSL CORP NEW
-$1.2M

Top Holdings

V
VOOVANGUARD INDEX FDS
+20.1%$56.5M
V
VXUSVANGUARD STAR FDS
+10.1%$28.3M
L
LQDISHARES TR
+7.6%$21.3M
I
IAGGISHARES TR
+6.8%$19.1M
G
GOVTISHARES TR
+4.0%$11.3M

Equity Positions (35)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD INDEX FDS20.14%$56.5M99,530$568.03$568.03+$56.5M
VANGUARD STAR FDS10.08%$28.3M409,500$69.09$69.09+$28.3M
ISHARES TR7.58%$21.3M194,200$109.61$109.61+$21.3M
ISHARES TR6.79%$19.1M372,900$51.09$51.09+$19.1M
ISHARES TR4.02%$11.3M491,200$22.98$22.98+$11.3M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.5%
SEMICONDUCTORS & RELATED DEVICES
+5.8%
SERVICES-PREPACKAGED SOFTWARE
+5.7%
SERVICES-BUSINESS SERVICES, NEC
+3.3%
ELECTRONIC COMPUTERS
+2.7%