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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.

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)
V
VOO
VANGUARD INDEX FDS20.14%$56.5M99,530$568.03$568.03+$56.5M
V
VXUS
VANGUARD STAR FDS10.08%$28.3M409,500$69.09$69.09+$28.3M
L
LQD
ISHARES TR7.58%$21.3M194,200$109.61$109.61+$21.3M
I
IAGG
ISHARES TR6.79%$19.1M372,900$51.09$51.09+$19.1M
G
GOVT
ISHARES TR4.02%$11.3M491,200$22.98$22.98+$11.3M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+6.7%
SERVICES-PREPACKAGED SOFTWARE
+6.5%
SERVICES-BUSINESS SERVICES, NEC
+5.2%
RETAIL-VARIETY STORES
+5.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.6%